Customer portal
Lillyasviel
A customer portal that allows people to report bugs/give feedback/custom without having to log in (possibly allowing attachments as well)
Log In
Herson Bugante
Frank Filippelli
Ivan Villa any word on this yet? The Client portal feature is long overdue and wouldn't take much to implement with clickup's current feature set.
Ivan Villa
Frank Filippelli: Hey Franks!👋 There's nothing specific on this front. We are working on enhancing the flexibility of cards in dashboards and the home page. The idea is to develop it into something that can be used across the app even publicly, allowing people to "Build their own." However, we are still in the process thinking through we can connect these all.
Andrea Wigginton
This is so needed by our company. We are struggling by integrating a bunch of different things into clickup and its just not working. JIRA customer portal is missed.
B
Ben Gallant
We need a customer portal to use as a Jira Customer Portal alternative.
We want to move away from Jira, but in order to do so we need to have something like what Jira Service Management offers.
You already have forms, what about allowing our customers to go to a self-service support portal, search through knowledge base help articles (Docs), see the list of service request types (Forms), fill out the right request for support (Forms), again, see the knowledge base articles associated with that support request, and then let them submit the form.
They should then be able to see the tickets they've submitted (a very limited guest view of the ticket) and then the ability to add notes, receive answers there (and emailed) and also the ability to add new guests to their ticket so they can have more than one person watching the ticket.
Are we the only ones needing this?
Chris Phillips
Ben Gallant: We would love this too! Having the ability for a customer to see the status of their job at any given moment would be useful. Also the option to generate a report for customers and/or their department would be great too. This would allow them to see where, or if, training/personal development is needed internally if the same request is asked for frequently.
Chaya Gutnick
Ivan Villa if you search for "portal" a lot of requests show up that should be merged.
Laura Mann
It is frustratingly hard to find your own bug reports in canny. If I filter by "My Own" it shows me everything I ever voted or commented on as well.
Lily
From another User: I suggest what's needed is a private (to CU users) portal to report bugs, follow bug reports, and search by id, relevant keyword, and date range. I'd like to search for a bug before I make a vid, and have reliable and efficient ways to track the bug's status or reply to more info needed requests.
Ivan Villa
Merged in a post:
Client Portal
Galen King
It would be really helpful if we could have a “client portal” view we could share with clients to give them instant insight into current sprints, give them the ability to reach out (maybe via chat) and add tasks (via forms).
We currently double-up with ClickUp and Basecamp where we use Basecamp for client-facing—mainly because ClickUp is difficult to use as a central repository for tasks and documents and assets (although it’s rapidly getting better!).
The lack of internal/private vs. external/client-facing comments on tasks is a massive issue for us also at present.
J
Jesse Clark
yes, and view and add attachments and task progress etc