How To Create a Custom Client Portal In ClickUp
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As an agency, having to continuously update and send your clients reports, documents, meeting notes, timelines, and a list of completed deliverables you've done for them can be a very time consuming and tedious process.
This can cause stress for your account managers, eat into profit margins, and even a hit on your NPS ratings (especially if you have no single source of truth and everything is all over the place).
But what if we told you that there's a solution? And you can build a central dashboard or portal for your clients and automate a lot of this process.
In this video, we provide step-by-step instructions to show you how you can build a client portal in ClickUp:
00:00 - Introduction
00:43 - 3 Ways to Build a Client Portal/Dashboard
01:04 - Shared Client List
02:06 - Client Dashboards
02:51 - Client Portal with Public Views and Docs
03:57 - How to Build a Client Portal
06:00 - Creating a Document For Your Portal
08:16 - Creating a Resources & Quick Links Section
11:07 - Creating a Progress Report Section
17:12 - Creating a Completed Deliverables Section
20:45 - Embedding Analytics Into Your Portal
22:12 - Sharing Meeting Notes with Customers
23:46 - Making Your Portal Public
25:20 - Conclusion
📖 Read the article: https://www.zenpilot.com/blog/clickup...
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