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Sync an action item to ClickUp
Sync an action item to ClickUp

How to send individual action items to Click Up

Julia avatar
Written by Julia
Updated over 7 months ago

Keep all your todo lists in sync by linking the action items that come up in meetings directly with your other tasks in ClickUp. One way to do this is by sending action items assigned during meetings directly to your ClickUp space, folder, or list.

Steps

  1. Create an action item in Fellow. Click on the three dots at the end of the line

  2. Select Link to ClickUp...

  3. Choose where you would like the action item to go in ClickUp by selecting the space, folder, and list.

  4. Press Create task

  5. That's it! That action item will show up with an icon demonstrating that it has been synced to ClickUp. Now the status (complete/incomplete), the due date, and assignee will stay in sync with ClickUp.


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