How To Build A Client Portal In ClickUp (Updated 2026)
In this video, we discuss how to construct a branded client portal that gives your customers secure external access to their project status. We explain how dashboard sharing works to improve the customer experience and streamline your agency workflow.
#ClientPortal #AgencyLife #ClickUp
00:00 Intro
00:08 Navigate to ClickUp
00:27 Choose the Right Space
00:47 Access Space Options and Templates
01:09 Select a Client Portal Template
01:48 Customize the Template Name and Placement
02:13 Review and Next Steps