@zeb-1 If we could embed clickup items (tasks, saved page views) into Docs, the Doc feature itself might be able to replace whatever some users may be using as a client portal, or at least give the rest of us a portal we never had.
Example: If I could create a page view that's filtered and locked from edits, embed it in a doc, drop in some text, make the doc public and share the link.. It's the same effect and maybe more approachable for third-parties. Potentially easier to customize than whatever previously existing "portal" clickup users might be trying to embed inside in the first place.
Coupled with white-labeled domains would be 🔥🔥🔥
@Zeb adding on to my own comment: Embedding a google sheet iframe inside a doc would be killer as well. We could share live schedules, lists, etc alongside other context provided by the text/images/attachments of the Doc.
@Marcus Corona: I promise you that we will get BOTH of your ideas done ASAP! Right now they are planned for August, I agree with you these would be killer features.
How cool would it be do embed a Conversation view in personal client portals?
Why not be able to embed an entire space/view? Even if it is read only? Please! Additional cost/security/etc is okay! I need my clients to see everything that is going on, not just per-project- in one view on our portal! My clients will not log into / learn another platform like ClickUp (I can barley get them to use their own platforms)! But our portal is simple and has all their invoices, portfolio, upload, chats, airtable, etc.
The only impact this will have on ClickUp revenue is it will go up (Monday.com attests to this)! Please be user/community focused for this versus worrying about if it will hurt upgrades or number of guests, etc. In most cases this feature will only extend the flexibility & universal application of click-up!
@Alexander McArthy: I would happily pay more for the ability embed entire spaces
@Alexander McArthy: Hey Alexander! I hear you, agree with you, and revenue certainly is not the concern. It's not as easy as just allowing it to be embedded, I wish it was but there's a lot more under the hood. We build the new List view to be embeddable and our tasks will as well. Would that work for your use cases or do you really need the entire Space view? If you could just use a List for the whole Space would that work?
@Zeb: Thanks as a developer I understand such complexities. We currently use projects as spaces & lists as projects so this would work as you said having List view embeddable though we would want to show not just tasks but an option to show subtasks & even checklists as well. Since we use tasks almost as a project, most of our content is in subtasks & checklists. I thought 'portfolio' was able to accomplish this but it does not seem to be able to. What would be most ideal is if we can customize the embeddable views as portfolio & then share those so each client we can determine what types of stuff they will see in the embed, does that make sense? It's like using the portfolio to build a 'view' that can then be embedded into any page.
@Alexander McArthy: Got it! But I actually think our upcoming feature *dashboards* will be better suited for your use case (you can actually add list views inside of Dashboards also). This is high on our priority list and will be started in September.
@Zeb: Great! It will be started in September or released then? Is it coming out with Click Up 2.0?
@Alexander McArthy: Started - no idea how long it will take at this point. Will not be initially released with 2.0
@Zeb: Okay thank you for your responses. After years of project management that doesn't fit our needs we are so happy with Click up & the continued improvements!
@Alexander McArthy: Happy to hear that, thank you!!
comment from support: embed a goal
From support ticket: I'd like to create unlimited embedded lists- like a list within a list within a list
I'd be using Embedable items in Client Portals built via Wordpress. Ideally, I'd like to build just one page as a base Client Portal (instead of creating new pages per client) so the embeddable items would be dynamic and filtered via parameters, like Status, List, Tag, etc", but the user would only see what they have permission to.
I'd imagine a setup would be like this, taking Status "Outstanding" Category "Invoice" tasks assigned to Client A:
Each client has their own space in ClickUp
Embed entire team view "All Spaces" in base Client Portal Wordpress page, with the filter Status: Outstanding, Category: Invoice applied.
Client A is signed into ClickUp as their Guest User account, so they only see what they have permission to.
Client A would see different tasks than Client B who has their own space, but I wouldn't have to create new pages for each client and paste a new embed code each time.
Ideally, they would stay logged into ClickUp whenever they login to Wordpress, instead of having their ClickUp cookie dependant (so they would never see a ClickUp login screen - I'd connect their WP & CU accounts in the backend, or they'd just login once)
@Anastasiya Gendelman: I think the Portfolio feature would be perfect for this if it was more flexible & customizable.
Would love to be able to embed a list or project into my client portal. Perhaps create a custom view with filters already established (similar to how Airtable works) so clients will only see items relating to them, regardless of how the projects are initially organized inside ClickUp for my team.
From support ticket: "embed an overview of a gantt chart into an employee portal or a public website. I'd also like to see the overview update when the plan is updated."
Task list embedding would be wonderful!
Even simple status updates so clients can breathe easy would be awesome!