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ClickUp Integration
Karin Sharon avatar
Written by Karin Sharon
Updated over a week ago

Integrate with ClickUp to reference tasks in your summary.

  1. Go to the Settings tab in your dashboard.

  2. Click to configure ClickUp

  3. In your next meeting summary, you will see task references based on your discussion.

  4. Create ClickUp tasks based on Action Items directly from the emailed summaries or dashboard.

Troubleshooting:

  • make sure that when you're selecting a list on the dropdown, that the list you want is in a folder. We cannot create tasks on lists that are not in a folder.

  • If you still see an error screen when connecting, reach out to support at the green chat button below.

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