What better place to work with your clients than inside of the software you use all the time!?
ClickUp allows you to communicate, set deadlines, share expectations, and notify your clients as progress is made. Check out some helpful tips below to work in perfect sync with your clients:
Use Spaces to separate each client
By separating out each client with Spaces you can easily find and organize tasks being worked on client by client. You can also focus on each client's unique requirements by customizing their workspaces.
Make all Spaces private
You want to ensure that when your client logs in, they can see their Space - and their Space only. By making each Space private, you can invite your clients without worrying about them accessing anything they shouldn't be!
Save Process for new Client as a Space Template
When you're starting with a new client, you'll typically require a similar set of action items. Rather than recreating those Projects, Lists, and Tasks, simply save a template! You can save templates on the Space, Project, and List level.
When you save a template not only are you saving the context, but you also have the ability to save all of the options below:
Utilize Custom Statuses to reduce emails between clients
ClickUp's custom statuses will allow you to keep your client updated on the progress of your work. You can communicate what stages work best for each party. They'll know what's going on because they can simply view the status at any time!
Assign Comments to get approval from your client.
Assigned Comments main value point is making comments actionable. However when working with clients, they're even better for approval!
Assign a comment to your client to make sure they approve of what you're about to do with the task at hand. They can either resolve the comment to let you know to proceed, or reply with and update!
Create tasks and add attachments via email
With our Chrome Extension, you can create tasks via email directly from a Gmail account. You can also attach emails to pre-existing tasks in ClickUp!
This is the perfect way to improve your communication with clients and adjust your workflows based on their feedback. Check out this doc to learn more!
Enjoy using ClickUp with your clients and let us know if there's anything in particular you'd like to see with our client portal and sharable items.