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Taking Meeting Notes with ClickUp and Fellow: 9 Tips

Learn all about how you can use our integration with ClickUp to take meeting notes that drive action in 9 steps.

By Brier Cook  •   May 8, 2023  •   7 min read

When you think of meeting notes, you likely think of monotonous records of what you discussed during a group brainstorming session or team meeting. The teammate who’s assigned to take meeting notes may dread the task and your direct reports might not even read them afterward. 

What if we told you that your meeting notes could be useful and exciting? We’re here to tell you that they can be when you combine ClickUp and Fellow! 

Read on to learn about ClickUp, see how you can integrate the platform with Fellow, see the benefits of taking meeting notes using ClickUp and Fellow, and explore how you and your team can run productive meetings using the two tools. 

What is ClickUp?

ClickUp is a project management tool that members of small and large teams can use to plan, track, and collaborate on projects. It’s a versatile solution for managers looking for a cloud-based platform to help them manage specific projects. Users can manage development sprints, create marketing campaigns, and create great workflows for themselves and their teams using the platform’s easy-to-navigate interface. Some of the platform’s key features include 15+ views, customization capabilities, team collaboration and communication, real-time reporting, an array of templates, integrations with various platforms, and more. Best of all, ClickUp integrates with Fellow so your team can send Fellow meeting action items directly to ClickUp spaces.

Supercharge your productivity by syncing tasks between Fellow and ClickUp

Send Fellow meeting action items to ClickUp spaces (and vice versa!) and become the master of your to-do list. Try a tool like Fellow today!

The benefits of taking meeting notes with ClickUp and Fellow

Simplified workflows

Many teams use multiple tools to complete simple tasks. You can easily streamline your task management process using only ClickUp and Fellow when you integrate the two platforms. By doing so, your action items generated during meetings in Fellow will automatically sync to a ClickUp space to keep things simple and save you precious time!

Reduced cross-functional chaos

Whether your team prefers to check ClickUp or Fellow, team members will be able to view all their action items in both spaces. Your projects can finally take flight when you combine meeting decisions that live in Fellow with project workflows in ClickUp. If you manage multiple teams that use different tools to track tasks, encourage them to sync ClickUp with Fellow for easy access to everything they need.

How to run productive meetings with ClickUp and Fellow 

1Create a collaborative meeting agenda in Fellow

Before you can collaborate on great meeting notes, your team must create a collaborative meeting agenda. The agenda should list topics, action items, and other activities the group needs to discuss during the meeting. It should also outline who the owner of each meeting item is, and how long each item on the agenda should take to address. A meeting agenda should give the meeting a clear purpose and allow you to stay on track during the meeting time. Additionally, a well-crafted agenda will empower everyone to contribute. When attendees know the talking points and action items ahead of time, each person can come prepared with their ideas and questions. 

With Fellow, you can create a shared meeting agenda and edit notes simultaneously. Once the meeting is over, send the meeting notes to all attendees to ensure everyone is on the same page!

2Apply a meeting template 

With Fellow, you don’t have to plan your meetings from scratch. Search our 500+ meeting agenda templates gallery for a template for your one-on-ones, weekly team meetings, board meetings, customer success meetings, and more. Our templates contain recommended talking points and questions you can use to guide your discussion. You can also customize any template in our gallery to meet your team’s meeting agenda needs!

3Share the meeting agenda with attendees

The meeting agenda should be shared with all attendees at least 24 hours in advance so all parties have time to prepare. If it’s your first time sharing an agenda with the group, send a quick note that asks everyone to add their talking points before the meeting. Encourage everyone to participate so the meeting is as productive and inclusive as possible. 

4Launch Fellow’s browser extension

Supercharge your one-on-ones and team meetings without leaving popular meeting apps. With Fellow’s browser extensions, you can access your meeting notes directly in your Google Meet calls and Google Calendar. Install our notes extension for Chrome or Firefox to host chaos-free, collaborative meetings. 

The browser extensions add an overlay to your Google Meet calls so you can document action items without leaving your virtual meeting. Once the meeting ends, your action items and due dates will appear directly in your Google Calendar. The extension will also share meeting notes with attendees so they can add points once the meeting ends and give meaningful feedback. 

5Assign meeting roles

During each meeting, assign a role to each participant. The eight most common meeting roles include the organizer, host, notetaker, timekeeper, decision maker, voice of the customer, optional attendees, and informed participants. As a manager, you or another leader on your team will likely act as the meeting organizer or host. The organizer’s main role is to schedule the meeting, send invitations, create an agenda, and share it with the group. The host is responsible for keeping the meeting on track and ensuring that everything runs smoothly. There should be a notetaker at each meeting who is responsible for jotting down anything that one would need to retrieve at a later date. 

6Take collective meeting notes

Collaborative meeting notes are an excellent way to keep everyone engaged before, during, and after a meeting. Before a meeting, attendees should include talking points and topics that will help them gain answers to their questions and work through roadblocks. During a meeting, the notetaker should take direction from the group and carefully create an official record of the discussions and action items generated during the discussion. Encourage all attendees to add additional notes to the ones taken during the meeting once it ends. 

7Assign action items

An action item is a documented event, task, activity, or action that must take place in the future. Creating a list of action items is a great way to assign smaller tasks to individuals, contribute to the success of larger projects, and track progress. During meetings, assign action items—including the item owner and what will be done—and outline by when the item must be completed. For each item, establish a priority level so individuals know what to focus on first. Then, set realistic due dates for completion. Include a short description of each item in your meeting notes so everyone remembers their objectives. 

8Sync tasks between Fellow and ClickUp

Once you have great meeting notes and a list of delegated action items, sync tasks between Fellow and ClickUp. Doing so will save you time searching for tasks and forgetting important to-dos. In the next section, we’ll go over how you can integrate your ClickUp account with Fellow in three easy steps. 

9Ask for meeting feedback

The most successful companies have a great feedback culture. In fact, regular feedback can help your team reach their goals faster and more efficiently. After each meeting, ask participants for their positive and constructive comments. Post-meeting feedback can be asked via a survey or be included as a meeting item at the end of the session. The goal of feedback should be to improve the quality of future meetings, ensure that meetings are reaching intended goals, and refine your skills as the meeting organizer, host, or notetaker. 

How to integrate ClickUp and Fellow 

You can integrate Fellow with the tools you already use like Asana, Dropbox, Hubspot, and—you guessed it—ClickUp. 

It’s easy to get started! To set up the connection between ClickUp and Fellow, head to User Settings in your Fellow account and select Integrations. Then, click on the ClickUp card and select Connect. Next, follow the prompts and log in to your ClickUp workspace. The third and final step is to sit back and relax as the sync begins. 

Parting advice 

Are boring meetings and tedious meeting notes hindering your team’s progress? Meetings and meeting notes can be exciting when you use ClickUp and Fellow. Combine our meeting tool with the project management software to turn your notes and action items into tangible results. 

At Fellow, we believe great meetings, agendas, and notes are the key to successful teams. That’s why we host all the features you need on our platform for you to run multiple types of meetings. Try our tool and see today how you can have productive meetings, build collaborative meeting agendas, record decisions, and hold your teammates accountable.

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