ClientDoq ClientDoq
CLIENTDOQ HELP CENTER

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Everything you need to get your client workspace up and running.

GUIDES

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12 articles
GETTING STARTED

From ClickUp work to a client-ready workspace.

ClientDoq gives you a dedicated client-facing layer over your existing ClickUp work. Create a portal, connect ClickUp, select what to expose, and share the portal with your client.

  1. Create a portal from the ClientDoq dashboard.
  2. Connect or authorize ClickUp for your workspace.
  3. Select the spaces, lists, and tasks you want clients to see.
  4. Configure client-facing features such as comments and time tracking.
  5. Share the portal URL with your client.
ClientDoq client portal overview
CLICKUP

Keep your source of truth in ClickUp.

ClientDoq is designed to sit alongside your existing workflow. Connect ClickUp once, then control which parts of the workspace become client-visible.

  • Authorize ClickUp from ClientDoq.
  • Choose the workspace to use.
  • Select the spaces and tasks to expose.
  • Keep internal ClickUp work private.
ClientDoq ClickUp connection
CLIENT EXPERIENCE

Give clients a place to see the work.

Clients get a focused workspace built around the work you've shared with them — without needing to navigate your internal project management setup.

ClientDoq client portal progress
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.