Dashboard ability to use as a ✨CLIENT PORTAL ✨
Anita Slocombe
I would love to use the dashboard as a client portal. Clickup already has most of the functions (Boards, task list, embed elements, chat, links) but is MISSING a few elements that would make this user-friendly and would be an incredible drawing card for many service-based clients to keep all elements of a project in one central place. This would mean not having to add another app subscription and sticking to ClickUp as your central project management system.
✨FEATURE REQUEST✨
• Dashboard user-friendly on mobile with boards able to lock in position
• Ability to hide board headings
• Less whitespace in boards (to look more like an extension of your website with no whitespace around images, see the welcome image)
• Boards can have a background colour
• Better sharing ability
• Option to Whitelabel the ClickUp logo on embedded boards
• Bonus import own fonts or brand colours
• Or able to embed boards and elements of ClickUp onto your website or other client portal apps/ subscriptions
It's so close to being amazing. See a simplified example of my current dashboard!!!! I have hidden the embedded location google map and progress board tasks ☺ The links go to dubsado (contract, proposals, invoice) and google drive, Which keeps everything in one place for the client and me.
THIS WOULD ADD SO MUCH VALUE TO CLICKUP AND BE HIGH ON MY PRIORITY
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Lily Chan
Merged in a post:
There should a private portal for clients/guests to see how far along the project is. Basecamp has something like that.
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Soumil Walia
Lily Chan
Merged in a post:
Client Dashboard View
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Candice Hopkins
I want to be to view the client dashboard the way that they see it for onboarding. I show the client dashboard and how to use it, and I don't want them seeing the back-end things.
Lily Chan
Merged in a post:
Portal that can be configured per team or individual access
Herson Bugante
I believe it would improve our system to include an individual portal feature. While we currently have a Dashboard feature for sharing a portal with a client, it is limited to teams or groups. In scenarios such as helpdesk or service management, where each of the 500 employees requires their own portal for privacy reasons, it would be valuable to introduce a customizable field that allows the creation of individual portals for managing tickets and requests. This personalized portal would empower each employee or user to monitor current tickets or requests and keep track of any pending actions taken by the service desk team.
Lily Chan
Soumil Walia Thanks for your feedback. Have you tried out our "Client Portal" Dashboard template? You can further configure and share that with guests so that they can get a snapshot of the progress of the project. To learn more, check out this article: https://help.clickup.com/hc/en-us/articles/14237901038231-Create-a-Dashboard#h_01HJ6SWB9DQ7BHY57RJJ5VK76J
Also, if they aren't added as guests currently, please follow and vote on this request for Publicly Shared Dashboards: https://feedback.clickup.com/feature-requests/p/support-publicly-shared-dashboards
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Soumil Walia
Lily Chan Thanks for replying. I think it should be better than a dashboard. A full portal is what I mean. a seperate login section for clients and then they have access to one specific view of the project, you know?
Frank Filippelli
ClickUp really needs to make a client portal management feature very similar to Fusebase (Formally Nimbus) https://nimbusweb.me/
Frank Filippelli
I absolutely agree! We NEED this!