How to Use ClickUp Zoom Notes

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How to Use ClickUp for Zoom Meeting Notes

ClickUp makes it easy to capture Zoom meeting notes, organize action items, and share follow-ups with your team automatically. This step-by-step guide shows you exactly how to connect Zoom and ClickUp, record meetings, and turn your conversations into trackable work.

Follow the instructions below to install the Zoom integration, enable recordings, and create a repeatable process for your meeting notes.

Why Use ClickUp for Zoom Meeting Notes

Managing notes across multiple tools leads to missed details and lost action items. When you connect Zoom and ClickUp, your recordings, transcripts, and tasks live in one place.

Using ClickUp for meeting notes helps you:

  • Automatically attach Zoom recordings to tasks or docs
  • Centralize agendas, decisions, and action items
  • Assign owners and due dates right from your notes
  • Search across meetings, tasks, and documents

This workflow keeps your team aligned and gives everyone a single source of truth for every call.

Step 1: Connect Zoom and ClickUp

Before you can log Zoom meeting notes in ClickUp, you need to install and authorize the integration.

Install the Zoom App in ClickUp

  1. Sign in to your ClickUp workspace.
  2. Open the sidebar and go to Settings.
  3. Navigate to the Apps or Integrations section.
  4. Search for the Zoom integration.
  5. Click Add or Install to start the connection process.

ClickUp will prompt you to sign in to Zoom and approve permissions so it can access meetings and recordings.

Authorize Zoom Access

  1. Log in to your Zoom account when redirected.
  2. Review the requested permissions for the ClickUp app.
  3. Click Authorize to complete the connection.

After authorization, Zoom will be connected to your ClickUp workspace, and you can start using Zoom features inside ClickUp.

Step 2: Configure ClickUp Zoom Settings

Once the integration is active, review your configuration so Zoom meeting notes land in the right place inside ClickUp.

Choose Where Zoom Content Is Stored

Decide how you want Zoom data to appear in ClickUp:

  • Attach recordings to existing tasks for recurring meetings
  • Create new tasks for each Zoom call
  • Store details inside ClickUp Docs dedicated to meeting notes

Set a consistent structure so your team always knows where to find past meetings and notes.

Enable Zoom Recording and Transcription Options

From your Zoom account settings, make sure the following options are enabled so ClickUp can capture rich meeting details:

  • Cloud recording
  • Audio transcript (if available in your Zoom plan)
  • Automatic recording for specific meetings or hosts

When your calls are recorded to the cloud, ClickUp can automatically reference these recordings inside tasks or docs linked to that meeting.

Step 3: Schedule a Zoom Meeting from ClickUp

To keep work connected, schedule Zoom meetings directly from ClickUp tasks or calendar views.

Create a Meeting Linked to a ClickUp Task

  1. Open the relevant task in ClickUp.
  2. Use the Zoom option in the task sidebar or toolbar.
  3. Click Create Zoom Meeting.
  4. Adjust the date, time, and duration if prompted.
  5. Save the meeting so the Zoom link is attached to the task.

The Zoom meeting URL now lives in the task, so your team can join directly from ClickUp and keep all work context in one place.

Use the ClickUp Calendar with Zoom

  1. Open your ClickUp Calendar view.
  2. Create or select an event tied to a task or list.
  3. Add a Zoom meeting using the integrated Zoom option.
  4. Share the calendar event with stakeholders.

This approach ensures every Zoom meeting is tied to actual work items, making it natural to store notes alongside tasks.

Step 4: Capture Notes During the Zoom Call in ClickUp

Taking notes while you are in the meeting is easier when everything lives inside a ClickUp task or Doc.

Use a ClickUp Doc for Live Meeting Notes

  1. Before the call, create a new ClickUp Doc titled with the meeting name and date.
  2. Link the Doc to the related task, list, or project.
  3. During the Zoom call, open the Doc in a browser tab.
  4. Collaborate in real time with your team inside the Doc.

To keep your ClickUp notes consistent, use a simple meeting template, such as:

  • Meeting title and date
  • Attendees
  • Agenda items
  • Decisions made
  • Action items with owners and due dates

Turn Notes into ClickUp Tasks

From your Doc or inside a task description, convert bullets into trackable work:

  1. Select a line item describing an action.
  2. Use the option to Convert to task or Convert to subtask.
  3. Assign an owner and set a due date.
  4. Add any relevant details or links.

This workflow keeps your Zoom meeting notes in ClickUp while ensuring nothing falls through the cracks.

Step 5: Attach Zoom Recordings to ClickUp

After the call, your cloud recording becomes available in Zoom. You can connect it to your meeting notes in ClickUp.

Link Zoom Recordings to a Task

  1. Locate the Zoom recording in your Zoom account.
  2. Copy the recording URL.
  3. Open the related task in ClickUp.
  4. Paste the Zoom recording link into the task description, comments, or a custom field.

Now anyone reviewing the ClickUp task can watch the Zoom recording, read the notes, and see action items in one place.

Embed Recordings in ClickUp Docs

If you keep a running Doc of meeting notes for a project:

  1. Open the ClickUp Doc used for your meeting summary.
  2. Paste the Zoom recording link below the notes.
  3. Label the section clearly, for example: Meeting recording.

This creates a complete historical record of conversations, decisions, and work items.

Step 6: Share and Review Meeting Notes in ClickUp

Organized Zoom notes are only helpful when they are visible and easy to review. Use built-in sharing and collaboration features in ClickUp.

Share ClickUp Docs and Tasks

  • Invite team members to the relevant space, folder, or list.
  • Share Docs with internal or external stakeholders via a public link if appropriate.
  • Mention teammates in comments using @ mentions to draw attention to key decisions.

With everything in ClickUp, stakeholders can quickly scan notes, watch recordings, and confirm their responsibilities.

Review Action Items After Each Zoom Call

  1. Filter tasks created from meeting notes by assignee or due date.
  2. Use List, Board, or Table views in ClickUp to track progress.
  3. During the next Zoom meeting, open the same task or Doc to review previous action items.

This habit creates a feedback loop: every Zoom call in ClickUp leads to clear tasks, and every follow-up meeting starts by reviewing progress.

Advanced Tips: Make the Most of ClickUp + Zoom

Once your basic meeting workflow is in place, you can refine it further.

Standardize ClickUp Templates for Recurring Zoom Meetings

For recurring standups, sprint planning, or client check-ins:

  • Create a reusable task template that includes a Zoom link field and a Doc link for notes.
  • Use a consistent naming convention for all meeting tasks.
  • Include custom fields for meeting date, status, and follow-up needs.

Each time you apply the template, your Zoom meeting and ClickUp notes follow the same structure.

Leverage ClickUp Views to Analyze Meetings

With all meeting tasks and notes in ClickUp, you can:

  • Use List and Board views to group meetings by client or project
  • Apply filters to find overdue meeting follow-ups
  • Search across Docs to locate specific decisions or topics

This makes it easier to answer questions like “What did we decide in last month’s strategy meeting?” without digging through email threads.

Learn More About ClickUp and Meeting Workflows

If you want to see how ClickUp itself explains the Zoom integration and note-taking features, review the original article on the ClickUp Zoom notes blog page. It provides additional context, examples, and visuals that complement this how-to guide.

For broader productivity strategies, implementation help, or workspace setup tips, you can also explore resources and consulting services at Consultevo, which focuses on optimizing work management systems.

By integrating Zoom with ClickUp and following a consistent process for capturing and organizing meeting notes, your team gains reliable records of every conversation and a clear path from discussion to execution.

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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