ClickUp + ActiveLens
What's promised on the call becomes a task in ClickUp.
ActiveLens turns every commitment made on a call or meeting into a ClickUp task with an owner, due date and context, and keeps status in sync both ways.
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What happens after every call
Tasks in the right place
Each task is created in the Space and List your team uses.
Owner and due date from the call
The assignee and due date come from what was said on the call.
Context attached
The call summary and a link to the call are attached to the task.
Two-way sync
Status changes in ClickUp show in ActiveLens, and changes in ActiveLens show in ClickUp.
Set up in minutes
Connect ClickUp
Connect your ClickUp workspace from ActiveLens settings.
Map teams to Spaces and Lists
Choose where each team's tasks go, and map custom fields if you need them.
Approve with one click
After each call, review the suggested tasks and approve them with one click.
From the call to ClickUp
“I'll send the updated authorization form tomorrow.”
Coordinator, Monday call
Task: Send updated authorization form
- Assignee: Coordinator (Maya L.)
- Due: tomorrow
- Attached: call summary and link to the call
You stay in control
How we protect your data- Suggested tasks are created only after you approve them.
- ActiveLens writes only to the Spaces and Lists you map.
- ActiveLens reads task status to keep both sides in sync.
- Disconnect ClickUp at any time from ActiveLens settings.
Works with everything else
ClickUp works alongside your phone system, email and calendar, so commitments from any call or meeting end up in the same place.
Built for: ABA & Behavioral Health · Legal & Accounting
Questions
Can tasks go to different lists per team?
Yes. You map each team to its own Space and List, and tasks from that team's calls go there.
Do custom fields work?
Yes. You can map ClickUp custom fields during setup, and ActiveLens fills them from the call when the information is there.
What happens when a task is completed in ClickUp?
The status syncs back to ActiveLens, so the commitment shows as done there too.
Can staff create tasks by voice?
Yes. Saying what needs to be done on the call is enough. ActiveLens picks it up and suggests the task.
Are tasks created without review?
No. Each suggested task waits for approval, which takes one click.
ClickUp is a trademark of its respective owner.