How to work with clients in ClickUp

  • Updated
ClickUp makes it easy to communicate, set deadlines, share expectations, and notify your clients as you make progress.
 

Use Folders, Lists, and tasks for client organization

Folders, Lists, and tasks can be made private, so you can share information with your clients at these levels while still ensuring they only see what they should.
 
For example, you can create a private Folder for each client and add a List for each service you offer. You can also invite clients as guests to read, comment on, or edit specific items.
 
Here's an example of how you could set this up:
 
Screenshot showing an example of setting up a Workspace for working with clients.
 
 

Save processes for new clients as a template

When starting with a new client, you'll typically require a similar set of action items. Rather than recreating those Folders, Lists, and tasks, you can save them as templates. You can save templates on the Space, Folder, List, task, and checklist levels.
 
Tip: Take a look at our public templates.
 

Use statuses to reduce emails between clients

ClickUp's statuses will allow you to keep your client updated on the progress of your work. They'll know what's going on because they can view the status anytime.
 
 

Assign comments to get approval from your client.

Assigned Comments allow you to make comments actionable.
 
Assign a comment to your client to make sure they approve of what you're about to do with the task. They can either resolve the comment to give you the approval to proceed, or they can reply to the comment with an update.
 

Create tasks and add attachments via email

With ClickUp, you can also communicate with your clients via email. Create new tasks by sending or forwarding emails to ClickUp, add task comments by sending emails to ClickUp tasks, and reply to notification emails using our email task creation feature or the Chrome Extension.
 
The Chrome extension allows you to create tasks via email directly from a Gmail or Outlook account or attach emails to pre-existing tasks in ClickUp.

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