ClickUp

Free ClickUp Template: Team Meeting Management

June 28, 2024

Meet Our Team Meeting Management ClickUp Template!

Have you ever ended a meeting only to realize that you forgot to ask about something — or you’ve already forgotten what your action items were? You’re not alone.

That’s why we’re excited to introduce you to our new ClickUp template: Team Meeting Management! This free ClickUp template will help you and your team organize your meetings, have more productive meetings, and take action after every meeting.

Let’s take a closer look at what you get with the Team Meeting Management Template!

Custom task types for meetings

The powerhouse of this ClickUp template is the custom task types we’ve set specifically for meetings. If you’re familiar with ClickUp, you know that you can create custom task types for just about any kind of work: events, clients, inventory items, and more.

We’ve used this powerful ClickUp feature to create a custom task type for meetings.

Every meeting pops up on your dashboard with a special icon, indicating that it’s not a regular task, but a meeting. You’ll know at a glance what’s on your plate for the day (or week, or month) and you can prepare for your upcoming meetings.

Color-coded meeting types

Another feature to help you organize your meetings? A handy column that denotes what type of meeting is on your calendar.

In our video, you can see that we have three different meeting types: Management, Team, and Planning. But you can customize it to your business and common types of meetings! Interviews, team check-ins, client meetings — it’s your call.

Meeting agenda templates

Click on any meeting in your calendar, and you’ll get the task details, of course. But you can also attach meeting agendas to your task meeting for easy access and sharing!

With our templates, organizing your meeting agendas is super easy. You can neatly arrange different types of information, like team updates, action items, and notes. Nothing gets lost when the meeting ends, and everyone knows what they’re responsible for, too.

Have more productive meetings with our ClickUp template

You can have excellent meetings with your team where you get work done and come up with brilliant ideas…but if you don’t have an organized process after that meeting ends, you’re missing out!

You need a system that transforms brainstorming sessions and team discussions into action items. It wouldn’t hurt for that system to manage the different types of meetings you have, too.

That’s what our Team Meeting Management Template does, and we think every business that uses ClickUp can benefit from it.

Get your free template now from the ClickUp Community Template Center. Then watch your meeting productivity soar!

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