Help Center

Connect ClickUp and publish your first client portal.

• What is Client Glance?
• How do I connect my ClickUp workspace?
• How do I create my first client portal?
• Do my clients need a ClickUp account?

Passwords, colors, logos, documents, and reusing setups.

• Can I password-protect a portal?
• How do I customize colors, fonts, and the logo?
• Can I add documents, links, and notes to a portal?
• How do I reuse a setup across multiple clients?
• What's the difference between internal and client portals?

Control exactly what each client sees, and what stays internal.

• How do I control exactly what clients see?
• Can I hide our internal comments from clients?
• How should I set up tasks for client review?
• Can clients see attachments, and how do I avoid showing the wrong version?
• Can I show subtasks and checklist progress?

Let clients send requests and chat, all synced to ClickUp.

• Can clients submit requests from the portal?
• How does chat work with clients?

Show time tracking, custom metrics, and email digests.

• Can clients see how much time we spent?
• Can I show custom metrics from ClickUp?
• What are deliverables and the status breakdown?
• Can clients get an email summary instead of visiting the portal?
• What is the AI Digest?

Pricing, the free portal, and what happens if you cancel.

• How does pricing work?
• Is it really free to start?
• What happens if I cancel?