How to Use SyncUps in ClickUp

SyncUps in ClickUp are structured, recurring check-ins that help teams stay aligned, track progress, and keep action items organized in one place. This guide walks you through how to create, run, and manage SyncUps from start to finish.

By the end of this article, you will know how to host effective meetings, document decisions, and turn discussion points into actionable tasks without leaving your workspace.

What Are SyncUps in ClickUp?

SyncUps are built to support recurring 1:1s, team standups, and project check-ins. Each SyncUp follows a consistent structure so you can focus on the conversation instead of the process.

With a SyncUp you can:

• Prepare a shared agenda before the meeting.
• Capture notes and decisions in real time.
• Assign clear action items and follow-ups.
• Review past conversations and progress over time.

This structure makes every meeting easier to run and far more useful for everyone involved.

Accessing SyncUps in ClickUp

You can open the SyncUps experience directly inside ClickUp whenever you need to start or review a check-in.

1. Open your workspace.
2. Navigate to the area where SyncUps are available in your account.
3. Select the person or group you want to meet with.
4. Open the existing SyncUp or create a new one using the available options.

Once open, you will see sections for the agenda, talking points, notes, and action items.

How to Create a New SyncUp

Creating a new SyncUp in ClickUp is straightforward and follows a repeatable pattern.

Step 1: Choose the participants

First, decide who the SyncUp is for. You can create check-ins for:

• Manager and direct report 1:1s.
• Small project teams.
• Cross-functional working groups.

Select the right participants so the SyncUp stays relevant and focused.

Step 2: Set the meeting schedule

SyncUps are designed to be recurring. Within ClickUp, choose a schedule that matches your workflow, such as:

• Weekly 1:1s.
• Bi-weekly project reviews.
• Daily standups.

Consistent scheduling makes it easier to build a habit of preparation and follow-up.

Step 3: Configure the SyncUp details

Next, configure the key details so each meeting runs smoothly:

• Name the SyncUp clearly (for example, “Product Team Weekly SyncUp”).
• Confirm the day and time of the meeting.
• Optionally, add a description so everyone understands the purpose.

These details help participants recognize and join the correct meeting quickly.

Preparing for a SyncUp in ClickUp

Preparation is where SyncUps become truly powerful. Use the shared space in ClickUp to get ready before the call or in-person meeting.

Add talking points and agenda items

Before the SyncUp begins, each participant can add items they want to cover. Typical talking points include:

• Progress updates.
• Open questions or decisions needed.
• Roadblocks and dependencies.
• Feedback and coaching topics.

Having everything captured in advance keeps the conversation focused and efficient.

Review past notes and action items

Before the meeting starts, quickly scan:

• Notes from the last SyncUp.
• Outstanding action items.
• Any recently completed tasks or milestones.

This context ensures you do not miss important follow-ups or repeat old discussions.

Running a Live SyncUp in ClickUp

During the meeting, use the SyncUps layout in ClickUp to guide the conversation and keep everyone aligned.

Follow the shared agenda

Start at the top of the agenda and move through each item in order. As you go, you can:

• Mark items as discussed.
• Reorder topics if priorities change.
• Add new items that come up in the moment.

The shared agenda keeps the meeting on track and transparent for every participant.

Capture notes and decisions in real time

While you talk, record key points directly in the SyncUp:

• Summarize important updates.
• Document decisions and agreements.
• Note context that will matter at the next meeting.

Because everything is saved in ClickUp, you can easily review the history of your check-ins later.

Create and assign action items

Turn discussion into execution by creating clear action items. In the SyncUp view you can:

• Convert talking points into tasks.
• Assign owners and due dates.
• Link tasks to related work in your workspace.

Action items ensure that next steps are visible and accountable after every meeting.

Following Up After a SyncUp

Once the SyncUp is finished, follow-up becomes simple because everything is already organized in ClickUp.

Share a summary with participants

After the meeting, review the notes and ensure they are clear and concise. Participants can quickly see:

• What was discussed.
• What was decided.
• Who owns each follow-up.

This shared record reduces miscommunication and keeps everyone aligned.

Track progress between meetings

Between SyncUps, monitor action items directly in your workspace. You can:

• Update task statuses.
• Comment with new information or blockers.
• Mark items complete as work is finished.

At the next SyncUp, you can easily review what was accomplished since the last check-in.

Best Practices for SyncUps in ClickUp

To get the most value from SyncUps, build a consistent routine and clear expectations.

Keep SyncUps focused and time-boxed

Limit the agenda to the most important topics and time-box each item. This helps you:

• Respect everyone’s time.
• Avoid going off on tangents.
• Leave room for final questions or clarifications.

A short, focused SyncUp is usually more effective than a long, unfocused one.

Encourage shared ownership of the agenda

Ask every participant to contribute to the agenda before the meeting. Shared ownership leads to:

• More relevant discussion topics.
• Better engagement from the whole group.
• Fewer last-minute surprises.

When everyone participates in building the agenda, the SyncUp becomes more valuable for the entire team.

Review metrics and goals regularly

Use SyncUps in ClickUp to stay close to your goals. On a regular cadence, include talking points that review:

• Key performance indicators for your team.
• Progress toward project milestones.
• Risks or dependencies that could impact delivery.

Aligning on metrics during SyncUps ensures decisions are informed by data.

Where to Learn More About SyncUps

For detailed reference information on this feature, visit the official documentation for SyncUps in ClickUp at this guide to SyncUps. It provides the most up-to-date product-specific details.

If you want strategic guidance on implementing ClickUp across your organization, you can explore expert services and resources at Consultevo, a consulting provider focused on modern productivity platforms.

By consistently using SyncUps in your ClickUp workspace, you give every recurring meeting a clear purpose, a shared record, and actionable next steps that move work forward.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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