How to Take Notes in ClickUp

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How to Take Notes in ClickUp from Any Video

ClickUp makes it simple to turn any video into clear, structured notes you can search, share, and reuse. Instead of scribbling in a notebook or jumping between apps, you can centralize all your video notes directly in a single workspace.

This how-to guide walks you step by step through capturing video insights, organizing them, and turning them into actionable tasks.

Why Use ClickUp for Video Note-Taking?

Before you start building a system, it helps to understand why ClickUp is such a strong choice for video note-taking compared to traditional tools.

  • One workspace for everything: Notes, tasks, files, and links live together.
  • Structured organization: Use Lists, Folders, and Spaces to group videos by topic or project.
  • Flexible views: Switch between Docs, Board, or List views depending on how you like to work.
  • Actionable follow-up: Turn notes into tasks, subtasks, or checklists instantly.
  • Collaboration: Comment, tag teammates, and share notes without leaving ClickUp.

Using this kind of structure means you can revisit your video notes weeks later and still know exactly what to do next.

Step 1: Set Up a ClickUp Space for Video Notes

Start by creating a dedicated area so all your video notes stay easy to find.

  1. Create a new Space named something like “Video Notes” or “Learning”.

  2. Inside that Space, add Folders for each topic, course, or client.

  3. Within each Folder, create Lists for specific series or modules of videos.

This structure keeps your ClickUp workspace clean and lets you quickly filter notes by topic or project.

Recommended Folder Ideas in ClickUp

  • Client training videos
  • Internal process tutorials
  • Online courses
  • Webinars and replays
  • Product research videos

As your library grows, this consistent structure will help you quickly locate any note you need.

Step 2: Create a ClickUp Doc for Each Video

The simplest way to capture detailed notes is to use a ClickUp Doc tied to the List where the video belongs.

  1. Open the relevant List in ClickUp.

  2. Create a new Doc and name it with a clear title, such as “Course Name – Lesson 3” or “Client X Onboarding Walkthrough”.

  3. Paste the video link at the top of the Doc so you can jump back to the source quickly.

Basic Note Structure for ClickUp Docs

Use a consistent structure in each Doc so notes are easy to scan:

  • Title: Video title or topic
  • Link: URL to the video
  • Summary: 2–3 sentences describing the main idea
  • Key Points: Bullet list of the main takeaways
  • Action Items: Checklist of tasks to complete after watching
  • Questions: Open questions to research or ask a teammate

By using the same layout in ClickUp for every video, you reduce decision fatigue and can focus on listening instead of formatting.

Step 3: Use Time Stamps and Headers in ClickUp Docs

Time stamps make it far easier to revisit important moments in a long video.

  1. As you watch, pause at important sections and note the time, such as [05:32].

  2. Turn key sections into H2 or H3 headings in your ClickUp Doc, such as “Setting Up the Dashboard [05:32]”.

  3. Under each heading, add bullet points for the details covered during that part of the video.

This method turns your ClickUp Doc into a structured outline that mirrors the flow of the video, making review much faster.

Example Heading Structure in ClickUp

  • Introduction [00:00]
  • Core Concept 1 [03:15]
  • Core Concept 2 [10:47]
  • Implementation Demo [18:22]
  • Q&A or Bonus Tips [27:10]

These headings act like a table of contents right inside your ClickUp Doc.

Step 4: Turn Notes into Tasks in ClickUp

Notes are only valuable if you can act on them. In ClickUp, you can quickly convert key ideas into actionable items.

  1. Scan your Doc’s “Action Items” section when you finish the video.

  2. Highlight each actionable line and create a task or subtask directly from the text (using the toolbar in the Doc).

  3. Add due dates, assignees, and priorities so nothing gets lost.

  4. Group related tasks in a dedicated List such as “Implement Course X” or “Client Y Changes from Training”.

This workflow keeps your ClickUp tasks tightly connected to the notes and original video, so you always have context.

Best Practices for Actionable Tasks in ClickUp

  • Start task titles with a clear verb (e.g., “Create dashboard template…”).
  • Attach the related Doc or paste its link into the task description.
  • Use tags to label tasks by course, topic, or client.
  • Set realistic due dates based on your schedule.

Step 5: Organize and Review Notes in ClickUp Views

Once you have several Docs and tasks, use ClickUp views to keep everything organized and review your learning.

Using List View in ClickUp

List view lets you see tasks created from your video notes in a simple, sortable table.

  • Sort by due date to see what you should implement next.
  • Filter by tag or List to review tasks from a specific series.
  • Group tasks by status to track progress from “To Do” to “Done”.

Using Board View in ClickUp

Board view is ideal for visual learners who like Kanban-style columns.

  • Create columns like “Watch”, “Summarize”, “Implement”, and “Review”.
  • Drag tasks (or video notes) across the board as you complete each phase.
  • Use colors and tags to quickly identify topics.

Using Docs Home in ClickUp

Docs Home gives you a centralized place to search, pin, and revisit your most important video notes.

  • Pin frequently referenced Docs to the top.
  • Use search to find any note by keyword, topic, or client name.
  • Sort by last opened or last edited to see your most active learning materials.

Step 6: Collaborate on Video Notes in ClickUp

If you work with a team, ClickUp makes shared video note-taking easy and efficient.

  1. Share the Doc with teammates so everyone can add insights or corrections.

  2. Use comments to discuss specific sections of the notes.

  3. Mention teammates with @ to notify them of questions or action items.

  4. Assign comments as comment tasks when a particular note requires follow-up.

This turns your ClickUp Doc into a living document that evolves as your team gains more knowledge from the video.

Additional Resources for Optimizing ClickUp Workflows

To deepen your understanding of note-taking processes and workspace optimization, you can explore proven frameworks and implementation guides. A helpful place to start is the consulting and optimization insights at Consultevo, where you can learn more about structuring digital systems for teams.

You can also revisit the original blog post that inspired this workflow to see more context on taking notes effectively from videos: How to Take Notes From a Video.

Recap: Build a Reliable Video Note System in ClickUp

When you bring your note-taking into ClickUp, every video you watch becomes a reusable, searchable asset instead of a one-time event.

  • Set up a dedicated Space, Folders, and Lists for your video notes.
  • Use a consistent Doc template for each video, with summary, key points, and action items.
  • Add time-stamped headings so you can revisit crucial moments quickly.
  • Convert key insights into ClickUp tasks with due dates and assignees.
  • Organize tasks and Docs using List, Board, and Docs views.
  • Collaborate with your team using comments, mentions, and shared Docs.

By following these steps, you will build a reliable, scalable system in ClickUp that turns every video into clear, actionable knowledge you can implement right away.

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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