Easy Tech TutsHow to Create a Client Portal in ClickUp Easily 2026
By Impran M N
Sharing project progress with clients often means giving them just enough visibility without exposing your internal workspace. This guide covers building a dedicated client portal in ClickUp using Docs for a welcome hub, Dashboards for progress tracking, and restricted Guest permissions so clients only see what's meant for them.
01Set up a Client Portal Space or Folder
Create a dedicated area in your workspace hierarchy specifically for client-facing content.
02Design a welcome hub with ClickUp Docs
Build a central document with contract details, project scope, and links to key stakeholder resources.
03Create a shared progress dashboard
Add a Dashboard with visual task lists, progress bars, and a Gantt roadmap so clients can see status at a glance.
04Add a feedback intake form
Use a ClickUp Form view to give clients a way to submit feedback, asset links, or change requests directly into your workflow.
05Set granular Guest permissions
Use the sharing engine to invite clients as restricted Guests with View-Only or Comment-only access.
06Test the portal from a guest's perspective
Log in with a guest profile link to confirm sensitive internal data, chats, and budgets stay hidden from the client view.
Frequently asked questions
Can clients edit tasks inside the portal?
That depends on the permission level you set, since Guests can be restricted to View-Only or Comment access rather than full editing rights.
Will clients see my internal team chats?
No, if you configure permissions correctly, internal workspace data, chats, and budgets remain hidden from Guest accounts.
Can clients submit their own feedback through the portal?
Yes, a ClickUp Form view lets clients submit feedback, asset links, or change requests directly into your production pipeline.
How do I check that my client can't see private data before sharing the link?
Test the portal using a guest profile link yourself to verify the experience matches what you intended before sending it to a real client.
Watch the full walkthrough
The same steps, demonstrated on screen from start to finish.
