A client dashboard built from your ClickUp workspace
Clients see progress, deliverables and time. Your project board stays private.
Client Glance turns the ClickUp lists you choose into a client dashboard: status cards, progress bars, deliverable trackers, and hours tracked, all read live from your workspace. ClickUp on its own does not give a client their own dashboard without a paid guest seat and access to your board, so Client Glance builds a separate, client-safe view instead. Your client opens one link, types one password, and sees exactly where their project stands, with none of your internal tasks, assignees, or comments.
Est. completion: Oct 30, 2026
Est. completion: Oct 30, 2026
Est. completion: Oct 30, 2026
Why agencies turn it on
Progress without the project board
ClickUp tasks become status cards and progress bars. Clients read where things stand at a glance, without learning your tool or scrolling a list view.
Built from your real ClickUp data
Every number reads live from the lists you point the portal at, so the dashboard always matches the work your team is actually doing.
Deliverables and hours in one place
Deliverable trackers and tracked time sit alongside task progress, so a client sees both what is shipping and how the budget is spent.
Only the cards you turn on
You choose which indicators appear. Internal tasks, assignees, and comments stay on your side and never reach the client view.
Branded to look like yours
Set the logo, color, and font so the dashboard looks like your agency's own. Higher plans add your own domain.
Nothing for the client to set up
No account, no install, no ClickUp invite. The client gets a link and a password and lands straight on their dashboard.
How the Client Dashboard works
- 1
Connect your ClickUp workspace
Authorize ClickUp once, then point the portal at the lists for this client's project.
- 2
Choose the cards the client sees
Pick the statuses, deliverables, and time indicators to surface. They map to clean cards and progress bars automatically.
- 3
Share one link and password
Send the portal link and a password. The client opens it and sees their dashboard, kept current from ClickUp.
Frequently asked questions
Does ClickUp have a client dashboard?
ClickUp has internal dashboards for your team, but it does not give a client a private, password-protected dashboard of their own without a paid guest seat and access to your workspace. Client Glance adds that: it reads the lists you choose and turns them into a separate, branded dashboard the client opens with a link and a password.
What is a client dashboard?
A client dashboard is a single page where a client sees the state of their project: progress, deliverables, hours, and key dates. It shows the outcome of the work without exposing the internal board, task assignments, or team chatter behind it.
How do I create a client dashboard from ClickUp?
Connect your ClickUp workspace to Client Glance, point a portal at the lists for that client, choose which status, deliverable, and time cards to show, then share the link and password. The dashboard is built from your live ClickUp data, so there is nothing to rebuild each week.
What shows on the client dashboard?
Task progress and status cards, deliverable trackers, hours tracked, and due dates, limited to the lists and indicators you select. The client sees a clean summary of their project and nothing else from your workspace.
Do clients need a ClickUp account to see the dashboard?
No. The dashboard lives in Client Glance, so the client never needs a ClickUp account or guest seat. They open the portal with a link and a password, which keeps your ClickUp seat count and per-user cost unchanged.
Can I control exactly what each client sees?
Yes. Each portal is configured on its own, so you decide which lists, statuses, and cards appear for that client. Anything you do not turn on stays private to your team.
Give clients a portal that explains itself.
Connect your workspace, choose what clients see, and let the AI Digest sum it up. The first 14 days run on Pro, free.