Easy Tech TutsHow to Create a Client List in ClickUp Easily 2026
By Impran M N
Keeping client information scattered across spreadsheets and email threads makes it hard to get a quick picture of your accounts. This guide covers building a dedicated Client List in ClickUp, adding fields for contact details and contract tiers, and using color-coded statuses and filters to quickly browse active, onboarding, and past accounts.
01Create a dedicated Client Directory list
Set up a clean list separate from your project work specifically to hold client records.
02Add custom fields for client details
Build fields for contact emails, contract tiers, and account managers so each client profile has the essential information at a glance.
03Set up color-coded statuses
Use custom status colors to categorize accounts as Active, Onboarding, or Past Client.
04Switch to Table view
Use a high-density Table layout to organize accounts like a master spreadsheet you can scan quickly.
05Filter by contract value or account rep
Use the filtering ribbon to isolate specific client pools by contract value or assigned account manager.
06Link clients to active projects
Use relational task fields to connect your Client List to the actual project boards those accounts are tied to.
Frequently asked questions
Can I see total contract value across all my clients?
Yes, activating calculation footer rows at the bottom of the Table grid shows cumulative monthly contract metrics.
How do I flag a high-priority client?
You can use conditional color-coding markers to instantly flag high-priority accounts or upcoming renewals.
Can I connect a client record to their active project?
Yes, relational task fields let you link a client's directory entry to the actual project board or task list associated with their account.
Can I export my client list to share with the team?
Yes, you can export a custom-filtered client sheet to share with administrative team partners while keeping the master database secure.
Watch the full walkthrough
The same steps, demonstrated on screen from start to finish.
