I created a client portal template and really like it. It had everything I have been wanting out of a portal. But then I viewed it on the mobile app and I hate it! I know their mobile app isn't that great, but I have a few clients that rarely use a computer. So everything has to be mobile-friendly. My biggest beef with it is that I can't get the "welcome to your portal" widgets to be at the top.
Love this design, unfortunately it is a MESS on mobile as the items don't load top to bottom, they load 'fastest to slowest' (according to CU support so your images will end up randomly out of order with the content they reference. Looks super embarrassing :( so make sure to check how it looks on mobile :(
Hi, thanks for the video. I am currently creating a dashboard and just want to show Activ Tasks from A List where Client X is active. However i cant find a way to filter for the a Relation Field. Is that no possible? Because we've build a Ticketing System in Clickup and add clients to there tickets with relations. The clients are tasks and stored in a separate list.
I’ve just changed the colours of all my custom labels to be lovely, calm colours. I used a paint palette to get complimentary colours and a colour picker to get their hex codes. It looks great now. I love it.
Hi Layla, nice video. Could you make a complementary video explaining the difference between the the status "Done", "Achived / Closed" and archiving a task? Thank you if you already have some content about it. I didn't find anything on this topic.
Would you recommend adding a seperate folder per client in an internal workspace or creating a dedicated workspace for clients apart from an internal workspace?
Great question! Aside from a Client portal, we definitely recommend having some client Folder, List, or task inside of ClickUp if you don't have a designated CRM tool that you're using. In our ProcessDriven Membership, we have Decision Trees created to help members determine what level of the hierarchy their clients should be placed at. It's not a one-size-fits-all, there are many factors within your client process, and ClickUp features that determine the best placement in the hierarchy.
LAYLA!! LAYLA!!! I must say you are an angel sent to us!!! I have just started using Clickup and must admit: Without your clarity and enthusiasm I would be lost with this incredible tool! Now I am trying to create a panel with all my files assets. Say I want to build a page in which each block would have a file description and also the file inside there. How could I do that? Many thanks for your help!!!!!!
Hey Eduardo! Just getting caught up on comments🙈 This would be an excellent question to ask inside of the ProcessDriven Collective, our free Facebook group! There are people from all over the world in there sharing their experiences and giving advice and tutorials. I think you'll really enjoy it! Here's the link to jump in: processdriven.co/group
Hi, first of all, thank you for this video. This is exactly what I was looking for. 😀 But I have a few questions about it and I hope you can answer them... I would use such a dashboard to make it available to customers for a project. Questions: I have to invite the customer as a guest, right? For this, the customer has to register/login to ClickUp, right? Is there any way around this? I don't like to "expect" customers to sign up for a tool they may not even want. Do you understand what I mean? Thanks for your answer! 🙂 Best regards from Germany.
Currently, we can not share Dashboards publicly across the web so your customer would have to be a guest. You can read what you can share with non-guests here: help.clickup.com/hc/en-us/articles/6309239460119-Intro-to-sharing#
Layla...thanks for the great video. I'm so confused on how to share my dashboard with external clients. I watched your Guest vs. Public share video, but i'm still confused. It seems like the only way for someone to see this beautiful dashboard is if they have a clickup account...is this correct?
Hi there, Great question! You're correct. If you want to share a Dashboard with your external client, they will have to create an account. Publicly sharing a Dashboard is a highly voted for feature request (clickup.canny.io/feature-requests/p/support-publicly-shared-dashboards) The only way to share information with a client who does not have a ClickUp account would be to provide them with a Publicly Shared view.
Just found your videos recently...great content! If I want to create a beautiful dashboard to interact with my coaching clients, do I invite clients as a guest? Are there settings that allow some client (public) facing areas and some private areas (for my viewing and editing only)? Also, do I need a business plan in order to do this? Thx!
Hey! Here are some articles that may help you: processdriven.co/clickup/advanced-clickup/inviting-clients-into-your-clickup-guest-access-vs-public-views-in-clickup/ processdriven.co/clickup/how-to-use-clickup/clickup-for-guests/ processdriven.co/clickup/advanced-clickup/how-do-i-invite-guests-into-clickup/ Let me know if they answer your questions! - Karleigh at ProcessDriven
Q - When building out your dashboard is there a way to increase the horizontal scroll? I'm having trouble make my widgets fit as there is a limit on how wide the dash can be...
Have you built a client portal in ClickUp? If so, how did you make it enticing enough for your clients to actually USE it? 🤔
Love your work. How do I reach out to access your consulting services?
I created a client portal template and really like it. It had everything I have been wanting out of a portal.
But then I viewed it on the mobile app and I hate it! I know their mobile app isn't that great, but I have a few clients that rarely use a computer. So everything has to be mobile-friendly.
My biggest beef with it is that I can't get the "welcome to your portal" widgets to be at the top.
Love this design, unfortunately it is a MESS on mobile as the items don't load top to bottom, they load 'fastest to slowest' (according to CU support so your images will end up randomly out of order with the content they reference. Looks super embarrassing :( so make sure to check how it looks on mobile :(
Hi, thanks for the video. I am currently creating a dashboard and just want to show Activ Tasks from A List where Client X is active. However i cant find a way to filter for the a Relation Field. Is that no possible? Because we've build a Ticketing System in Clickup and add clients to there tickets with relations. The clients are tasks and stored in a separate list.
I’ve just changed the colours of all my custom labels to be lovely, calm colours. I used a paint palette to get complimentary colours and a colour picker to get their hex codes. It looks great now. I love it.
That sounds wonderful! Glad the video helped :)
I've just added my pie chart and it doesn't match the colours of my statuses for some reason. Think I'll be raising a ClickUp bug 🐛
This is INSANELY amazing!!! Thank you, Layla.
Thank you so much!!
Thanks for diving into the dashboard functionality. I like the ability to embed vs not some of these things like the task list.
I'm so glad it helped!
Hi Layla, nice video. Could you make a complementary video explaining the difference between the the status "Done", "Achived / Closed" and archiving a task? Thank you if you already have some content about it. I didn't find anything on this topic.
Great idea!
Great tip about the embed vs task list. Been wondering how I’d show a client just their tasks
I'm so glad the content helped! Thank you!
@@LaylaPomper And a month later, I'm back on this video with my first client that I'm managing fully in ClickUp!
Ahhh! That’s AMAZING Will! Congrats! 🎊
Your videos are getting better and better! Love the focused-work music! :)
Thanks Staci! 🙏
Would you recommend adding a seperate folder per client in an internal workspace or creating a dedicated workspace for clients apart from an internal workspace?
Great question!
Aside from a Client portal, we definitely recommend having some client Folder, List, or task inside of ClickUp if you don't have a designated CRM tool that you're using.
In our ProcessDriven Membership, we have Decision Trees created to help members determine what level of the hierarchy their clients should be placed at.
It's not a one-size-fits-all, there are many factors within your client process, and ClickUp features that determine the best placement in the hierarchy.
LAYLA!! LAYLA!!!
I must say you are an angel sent to us!!! I have just started using Clickup and must admit: Without your clarity and enthusiasm I would be lost with this incredible tool!
Now I am trying to create a panel with all my files assets. Say I want to build a page in which each block would have a file description and also the file inside there. How could I do that?
Many thanks for your help!!!!!!
Hey Eduardo! Just getting caught up on comments🙈
This would be an excellent question to ask inside of the ProcessDriven Collective, our free Facebook group! There are people from all over the world in there sharing their experiences and giving advice and tutorials. I think you'll really enjoy it! Here's the link to jump in: processdriven.co/group
You are such a video pro and I truly appreciate that. Makes watching so much nicer!!
I appreciate that! I'm so glad I can help!
Hi,
first of all, thank you for this video. This is exactly what I was looking for. 😀
But I have a few questions about it and I hope you can answer them...
I would use such a dashboard to make it available to customers for a project.
Questions: I have to invite the customer as a guest, right?
For this, the customer has to register/login to ClickUp, right?
Is there any way around this?
I don't like to "expect" customers to sign up for a tool they may not even want.
Do you understand what I mean?
Thanks for your answer! 🙂
Best regards from Germany.
Currently, we can not share Dashboards publicly across the web so your customer would have to be a guest. You can read what you can share with non-guests here: help.clickup.com/hc/en-us/articles/6309239460119-Intro-to-sharing#
Layla...thanks for the great video. I'm so confused on how to share my dashboard with external clients. I watched your Guest vs. Public share video, but i'm still confused. It seems like the only way for someone to see this beautiful dashboard is if they have a clickup account...is this correct?
Hi there,
Great question! You're correct.
If you want to share a Dashboard with your external client, they will have to create an account. Publicly sharing a Dashboard is a highly voted for feature request (clickup.canny.io/feature-requests/p/support-publicly-shared-dashboards)
The only way to share information with a client who does not have a ClickUp account would be to provide them with a Publicly Shared view.
Hey Layla! Random question - do you know the dimensions of your header image in your client portal template?
Unfortunatley, I do not remember the dimensions we used.
Just found your videos recently...great content! If I want to create a beautiful dashboard to interact with my coaching clients, do I invite clients as a guest? Are there settings that allow some client (public) facing areas and some private areas (for my viewing and editing only)? Also, do I need a business plan in order to do this? Thx!
Hey! Here are some articles that may help you:
processdriven.co/clickup/advanced-clickup/inviting-clients-into-your-clickup-guest-access-vs-public-views-in-clickup/
processdriven.co/clickup/how-to-use-clickup/clickup-for-guests/
processdriven.co/clickup/advanced-clickup/how-do-i-invite-guests-into-clickup/
Let me know if they answer your questions! - Karleigh at ProcessDriven
Q - When building out your dashboard is there a way to increase the horizontal scroll? I'm having trouble make my widgets fit as there is a limit on how wide the dash can be...
Not that I know of. 😢 You can add a lot of vertical height, though!
how many clients you can invite to clickup? I thought it is very limited.
It’s based on how many Guests your plan allows and what access you need.
Contact ClickUp support to confirm your plan details! 🙂
This was fantastic! Thank you
Hey Ashley! I'm so glad it was helpful!
Very good 👍😁
Thank you! Cheers!
Great vid. Too bad free external guests can't do much actions on click up unless you turn them into internal guests which are just paid members