TROUBLESHOOTING
Something not working?
If ClickUp data isn't appearing, first check that the correct
workspace is connected and that the relevant spaces, lists,
or tasks have been selected. Refresh the ClickUp data from
the portal configuration and verify that the portal still
has access to the selected work.
FAQ
Common questions
Do clients need a ClickUp account?
No. ClientDoq is designed to give clients a client-facing
workspace without requiring them to work inside your
ClickUp environment.
Can I control what clients see?
Yes. Portal configuration determines which ClickUp work
and client-facing features are exposed.
Can clients submit requests?
Yes. When client requests are configured, submissions can
be sent into the ClickUp workflow you've selected for
the portal.