● ClientDoq Help Center

Everything you need to run better client portals.

Learn how to connect ClickUp, create client portals, control what clients see, collaborate on work, manage requests, track time, and understand client activity.

How ClientDoq works

ClientDoq gives clients a dedicated workspace for work you already manage in ClickUp. Your team keeps working in ClickUp while each portal exposes only the information and collaboration you choose to make client-facing.

Connect ClickUp

Authorize ClickUp and select the workspace available to a portal.

Create a portal

Set up a dedicated client-facing workspace with its own settings and branding.

Control visibility

Choose the ClickUp data and client-facing features exposed through the portal.

Work together

Keep comments, requests, progress, and tracked time connected to the work.

Your ClientDoq dashboard

The admin dashboard is the starting point for managing client portals. From here you can create portals, open existing portals, and review client activity and requests.

ClientDoq dashboard — manage client portals from one place.

Tip: Use the dashboard as the entry point, then open a portal when you need to configure ClickUp access or client-facing features.

Create a client portal

A portal represents the client-facing workspace you want to provide. Start with the client information, then connect ClickUp and configure what the portal exposes.

Open the dashboard.
Choose Create portal.
Enter portal information.
Add the portal name, client contact, description, and primary color.
Configure ClickUp.
Connect the appropriate authorization, select a workspace, and choose the data for the portal.
Configure visibility.
Choose which portal features such as tasks, progress, statistics, time tracking, comments, and task links are enabled.
Review the client view.
Use the portal preview to verify the experience before sharing it.

Portal preview

Preview the client-facing experience while configuring a portal so you can verify the information and features that will be exposed.

Remember: ClickUp authorization determines what ClientDoq can access; portal configuration determines what belongs in the client experience.

Connect ClickUp

ClientDoq uses ClickUp authorization to retrieve the workspace information needed by your portals. The authorization is separate from the settings that determine what each portal exposes.

ClickUp connection settings in ClientDoq.

Authorize a ClickUp Workspace

After connecting ClickUp, ClientDoq can determine which workspaces the authorization can access. Select the workspace appropriate for the portal you're configuring.

Important: Authorizing a workspace does not automatically expose every item in that workspace to clients.

Select Spaces, Folders, and Lists

ClientDoq progressively narrows the ClickUp hierarchy used by a portal. Spaces provide the broadest selection, followed by folders and lists.

ClickUp access configuration — choose the workspace structure available to the portal.

Select only the project structure that belongs in the client's portal. Your internal ClickUp workspace can remain broader than the client view.

Select Tasks

After narrowing the available ClickUp structure, ClientDoq can use selected tasks for the portal. Task-level selection provides another layer of control when a list or folder contains internal work that should not be client-facing.

Select the relevant ClickUp structure first.
Use task selection when only specific tasks should be shared.
Keep internal work outside the selected client-facing configuration.

Disconnect a ClickUp Workspace

Disconnecting a workspace removes the selected Spaces from the portal configuration while keeping the ClickUp authorization connected.

Before disconnecting: Confirm that you no longer want the portal to use the selected workspace data. Reconfigure the portal after connecting a different workspace when needed.

Sync and refresh ClickUp data

ClientDoq synchronizes the ClickUp information used by the portal. When troubleshooting missing or recently changed information, use the relevant refresh controls before changing configuration.

Confirm the ClickUp authorization is still valid.
Confirm the workspace, Space, Folder, List, or task is within the portal's selected hierarchy.
Refresh the relevant ClickUp data.
Recheck the portal configuration if the item still does not appear.

Portal overview

Each client portal has its own configuration and client-facing experience. The overview provides a place to understand the portal and move into its configuration areas.

Portal overview and configuration.

Portal settings

Portal settings control information such as the portal name, client contact, description, branding, and client-facing feature visibility.

Portal settings in ClientDoq.

Customize portal branding

Customize the client-facing experience with portal information and visual identity.

Set the portal name.
Add a portal logo.
Choose a primary color.
Add a description or client contact information.

Control what clients see

ClientDoq is designed around controlled visibility. Your ClickUp workspace can contain internal work while each portal exposes only the information intended for that client.

Access layer

ClickUp authorization and workspace access determine what ClientDoq can retrieve.

Portal layer

Portal settings determine which shared data and features are client-facing.

Comment layer

Comments can be managed as internal or client-visible conversations.

Tasks and subtasks

Client portals can present selected ClickUp tasks and their project context without requiring the client to work directly inside your ClickUp workspace.

Use task selection when a complete list or folder contains work that should remain internal. Task records can include project context such as status, assignee, due date, list, folder, and Space information.

Project progress

When project progress is enabled for a portal, clients can get a concise view of how their work is moving without needing access to the full ClickUp environment.

Client-facing project progress.

Project statistics

Project statistics are a separate portal visibility setting from project progress. Enable the feature when you want the client experience to surface the project's available summary statistics.

Progress vs. statistics: Project progress communicates how work is moving; project statistics provide a separate summary view. Each can be controlled through portal configuration.

Task links

Task links can be enabled when you want clients to have a direct reference to the corresponding ClickUp task. This is configurable at the portal level.

Comments and collaboration

ClientDoq synchronizes ClickUp task comments into the portal experience. Admins can review comments, search and filter them, refresh them, manage visibility, track read state, and reply.

Client-visible

Comments intended for the client portal.

Internal

Comments kept inside the team's internal workflow.

Replies

Continue a conversation against the relevant comment.

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Read state

Track which comments have been read or remain unread.

Search and filter comments

Use the comments view to find relevant conversations without manually scanning every comment.

Search across available comment content and related task context.
Filter comments by conversation state, including internal, client-visible, read, and unread.
Refresh comments when recent ClickUp changes are not yet reflected.

Comment visibility

Admins can select comments and change their visibility between internal and client-visible states. This provides a safety layer for conversations that originate in the same ClickUp workflow but are not all intended for clients.

Safety check: Always review sensitive internal discussions before making comments visible to a client.

Read and unread comments

Comments have a read state that can be managed separately from visibility. Use read/unread state to keep track of conversations that still need attention.

Reply to comments

Replies stay associated with the original ClickUp comment. When sending a reply from ClientDoq, choose the visibility appropriate for the conversation.

Use replies to keep a client conversation attached to the relevant task rather than creating a disconnected communication thread.

Client requests

ClientDoq can provide a request workflow for clients to send new work requests through their portal. The request configuration determines where those requests are associated in ClickUp.

Tip: Keep the request destination dedicated to incoming client work so your team can quickly distinguish new requests from existing project tasks.

Configure the Request List

A portal can be configured with a specific ClickUp List as the destination for client requests. The selected List must belong to the portal's ClickUp Workspace.

Open the portal configuration.
Choose the ClickUp List used for incoming requests.
Save the Request List configuration.
Use a dedicated incoming-work List when possible so requests are easy for the team to identify.

Request List visibility

Request configuration includes a separate setting for whether clients can view the request List. This is distinct from the destination used to associate incoming requests in ClickUp.

Keep the distinction clear: A request can have a ClickUp destination while client visibility of that request List remains separately controlled.

Time tracking

Time tracking can be exposed through a client portal when enabled in the portal configuration. This allows the client experience to surface project time information without giving clients access to the complete ClickUp workspace.

Visibility control: Time tracking is an independent portal feature, so you can decide whether tracked time belongs in a particular client experience.

What clients see

The client experience is intentionally narrower than the internal ClickUp workspace. Clients see the project information and portal features that your configuration exposes, rather than the complete workspace.

Selected project and task information.
Enabled progress and statistics.
Client-visible comments and replies.
Client request workflow when configured.
Tracked time when enabled.
Task links when enabled.

Portal URL

Each portal has its own slug and client-facing address. Use the portal's client-facing URL when directing a client to their workspace.

Before sharing the URL, review the portal configuration and client-visible comments to make sure the intended information is exposed.

Client activity

ClientDoq records portal activity so admins can understand client interaction with the portal. Activity includes portal views and task-open events, and the dashboard can surface recent client activity.

Portal viewed — records that a client opened the portal.
Task opened — records that a client opened a task.
Recent activity — review recent interactions from the admin experience.

Activity behavior: Repeated portal-view events are de-duplicated when they occur within a recent 30-minute window.

Common issues

ClickUp authorization failed

Recheck the ClickUp connection and make sure the authorization is still valid. If access was revoked or changed in ClickUp, reconnect the authorization.

A workspace, Space, Folder, or List is missing

Confirm that the authorized ClickUp account can access the item. Then refresh the ClickUp data and review the portal's selected hierarchy.

A task is missing

Confirm that the task belongs to a selected List and that the task is included in the portal's selected task configuration when task-level selection is being used.

The client cannot see a comment

Check the comment's visibility. Internal comments are intentionally excluded from the client-visible conversation.

A request is not appearing where expected

Check that the portal has a Request List configured and that the selected List belongs to the portal's ClickUp Workspace.

Something changed in ClickUp but ClientDoq hasn't updated

Use the relevant refresh control first. If the issue persists, verify ClickUp authorization and the portal's configuration.

Clients see information they should not see

Review the portal's selected Spaces, Folders, Lists, and Tasks, then review feature visibility and comment visibility. Remember that authorization access and portal visibility are separate controls.

Security and privacy

ClientDoq is built around controlled client access: clients use a dedicated portal rather than being given access to your entire ClickUp workspace.

Read the complete Security overview and Privacy Policy.