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ClickUp quickstart guide
ClickUp quickstart guide

How to automatically create tasks in ClickUp.

Andrei Martin avatar
Written by Andrei Martin
Updated over a week ago

With integrations, MeetGeek can automatically connect to your ClickUp account, allowing you to automatically create tasks everywhere you want.

Create a ClickUp connection in MeetGeek

In the MeetGeek dashboard go to the Integrations page and click the "Connect" button next to the ClickUp integration option.

You will be taken to a screen in ClickUp where you can grant MeetGeek access to whatever workspace you want.

Choose the workspaces and click on the "Connect Workspaces" button and MeetGeek will integrate with your ClickUp account. You will then be taken back to the MeetGeek Integrations page.

You're now ready to connect your calls.

Default ClickUp settings

In the MeetGeek dashboard go to the Integrations page and on the four dots in the upper-right corner. There you will find the "Settings" button. That button will open a window with all the ClickUp settings, as you can see in the following screenshot.

Important: These settings are globally available. It means that your workflows or in-meeting settings will come pre-filled with these values for you.

Create a ClickUp Workflow

MeetGeek can now create tasks based on your meetings and highlights directly into ClickUp.

To do this, head to the Workflows page in the MeetGeek dashboard.

Then click Add to create a workflow.

Set the “To” field to “ClickUp” and ALL the "Mandatory options".

By selecting “Meeting” or “Highlight” in the “Given A” dropdown you can decide whether to send the whole meeting or just the highlights to your ClickUp account.

Note: In order to sync your tasks, MeetGeek needs to know in which list and with which status to send. For that, you have to select all the settings, from Teams to Statuses. A valid workflow must have all these fields set.

That’s it! Click Save Rules and you’ll automatically see your next MeetGeek meeting synchronized in your ClickUp account.

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