A client portal that syncs with ClickUp in real time
Update ClickUp. The portal updates itself, with nothing to export and nothing to maintain.
Client Glance reads each portal straight from your ClickUp workspace, so the dashboard your client sees is always the current state of the work. Close a task, log time, move a status, or change a due date in ClickUp, and the portal reflects it the next time the client looks, usually within seconds. There is no separate copy of the data to keep up to date, no weekly status export, and no stale spreadsheet. ClickUp stays the single source of truth and the portal is just a clean, client-safe window onto it.
Why agencies turn it on
ClickUp stays the source of truth
The portal never holds its own copy of the work. It reads your ClickUp tasks, statuses, time, and dates live, so what the client sees matches what your team is actually doing.
Updates land in seconds
Move a status or close a task and the change shows on the dashboard the next time the portal loads. No publish step, no manual refresh of a report.
Nothing to export or maintain
No weekly status decks, no copy-paste into a spreadsheet. The work you already do in ClickUp is the update the client receives.
Status filters that survive renames
Portals match ClickUp statuses by name, so renaming or reordering a status in your workspace does not break what the client sees.
Progress, time, and deliverables together
Task progress, hours tracked, and deliverable trackers all read from the same live workspace, so every number on the dashboard agrees with the rest.
Client-safe by default
Clients see only the cards you choose. Your internal tasks, comments and assignees stay private.
How the Live Sync works
- 1
Connect your ClickUp workspace
Authorize ClickUp once. Client Glance reads the lists and statuses you point each portal at.
- 2
Choose what the client sees
Pick the tasks, statuses, and indicators to surface. The portal maps them to clean status cards and progress bars.
- 3
Work in ClickUp as usual
Close tasks, log time, and move statuses in ClickUp. The portal mirrors each change automatically, with no extra step for you.
Frequently asked questions
Does ClickUp have a client portal?
ClickUp does not ship a password-protected client portal on its own. Client Glance adds one: it connects to your ClickUp workspace and turns the tasks you choose into a branded, client-safe dashboard that updates in real time as you work.
How quickly does the portal update after I change something in ClickUp?
The portal reads live from ClickUp, so a change such as closing a task or logging time appears the next time the client opens or refreshes the dashboard, usually within seconds. There is no publish or export step.
Do I have to keep the portal up to date manually?
No. The portal has no separate copy of the work to maintain. You keep working in ClickUp and the dashboard reflects it, so there are no weekly status exports or spreadsheets to update.
What ClickUp data syncs to the portal?
Task names and statuses, progress, time tracked, due dates, and deliverable trackers, limited to the lists and statuses you choose for each portal. Clients only see the cards you turn on.
If I rename a ClickUp status, does the portal break?
No. Portals match statuses by name and keep working when you rename or reorder them in ClickUp, so the client view stays correct without you re-configuring the portal.
Can clients see my whole ClickUp workspace?
No. A portal only exposes the tasks and indicators you select, behind a password. Internal comments, assignees, and lists you do not include stay 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.