How do I create my first client portal?

1. Create a new portal and pick the ClickUp workspace and list for that client.
2. Decide whether to password-protect it, and set the brand colors, font, and logo.
3. Turn on the cards you want: status breakdown, review, time tracking, metrics, documents, links, notes, chat.
4. Copy the portal link and share it with your client.

You can change anything at any time. The portal updates live, so there is no need to get every setting perfect before you share it.