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Overview
This article walks you through connecting your University of Idaho Zoom account to ClickUp. Once linked, you can start and join Zoom meetings directly from ClickUp tasks—no need to switch between apps. The process takes about five minutes and only needs to be done once per user.
Before You Begin
Before starting, make sure you have the following:
- An active University of Idaho Zoom account (sign in at uidaho.zoom.us using your NetID).
- You are logged in to ClickUp in a desktop web browser.
- Your NetID credentials are available.
Step-by-Step Instructions
Step 1: Open the Apps Menu in ClickUp
In ClickUp, look at the left-hand navigation panel and click More. A fly-out menu will appear—select Apps from that menu.
Step 2: Find the Zoom App
In the App Center, type "Zoom" into the search bar in the top-right corner. The Zoom integration will appear in the dropdown.
Step 3: Start the Connection
On the Zoom app page, click the Connect button next to "Create a personal connection." This links your individual Zoom account to ClickUp.
Step 4: Sign In with Your NetID (SSO)
A Zoom sign-in window will open. Select the SSO option (the key icon at the bottom of the page). Enter your University of Idaho NetID credentials when prompted. This ensures your University-licensed Zoom account is connected, not a personal one.
Step 5: Review and Authorize Permissions
Zoom will display a permissions screen listing what ClickUp will be allowed to access. Check the box labeled "Allow this app to use my shared access permissions," then click Allow.
Step 6: Return to ClickUp and Finish
Switch back to your ClickUp browser tab. You will see a "Connection Instructions" screen confirming that Zoom opened in a new tab. Once you have completed the Zoom sign-in steps, click Next.
ClickUp will display a confirmation screen showing the features now available. Click Done. The integration is now active for your account.
What Permissions Are Requested?
When you authorize the integration, ClickUp requests access to certain Zoom features on your behalf. These permissions allow ClickUp to schedule and launch meetings directly from tasks. For the full list of permissions and what they mean, see the Zoom support article: https://support.zoom.com/hc/en/article?id=zm_kb&sysparm_article=KB0063819
What You Can Do After Connecting
Once the integration is active, you can:
- Start an instant Zoom meeting directly from any ClickUp task.
- Schedule Zoom meetings linked to specific tasks.
- Join meetings with one click from within ClickUp.
- Keep project communication and meetings organized in one place.
For a full overview of ClickUp’s Zoom integration features, visit: https://help.clickup.com/hc/en-us/articles/6308446753815-Zoom-integration
Troubleshooting
Q: I don’t see "More" in the left menu.
The left menu may be collapsed or customized. Try hovering over the bottom of the left panel to reveal hidden items, or click the "+" icon to add more menu options.
Q: The SSO sign-in isn’t working.
Make sure you are using your University of Idaho NetID (e.g., jsmith) and not a personal email address. If your credentials aren’t accepted, contact the IT Help Desk.
Q: I already have a personal Zoom account—will this overwrite it?
No. This creates a personal connection specifically within ClickUp. Your existing Zoom account settings are not affected.
Q: I completed the steps but the integration isn’t showing up.
Try refreshing your ClickUp browser tab. If it still doesn’t appear, disconnect and reconnect the integration by returning to Apps and clicking the Zoom card.
Need Help?
If you run into issues not covered above, contact the University of Idaho IT Help Desk. Have your NetID and a description of where in the process you got stuck—that will help them assist you more quickly.