Join ProcessDriven Membership at https://processdriven.co/services/mem... if you're ready to push past the ClickUp basics, start systemizing your business, and turn ClickUp into the hub of your business!

If your clients aren't using ClickUp, you need to find alternatives that work for them i.e., build a client portal OUTSIDE of ClickUp. Creating a public view for our clients is an excellent way to achieve that!

In this video, we're walking through 3 methods for building client portals outside of ClickUp, along with some examples. Let's dive in!

Here's what we'll cover:
00:00 Introduction to Building a ClickUp Portal...Outside of ClickUp
01:21 Disclaimer: This only works for ViewOnly Client Portals
01:50 Create Your Client Project in ClickUp, First
02:38 Create a shareable ClickUp Public View called "Client View"
04:16 Get Public Sharing Link for your ClickUp View
04:46 Option 1: Embed in a Public Resource (Notion, Trello, etc.)
05:31 Example: Integrate ClickUp and Notion Client Portal by Embedding
07:12 Option 2: Embed in a PasswordProtected Area
07:58 Example: integrate ClickUp and Dubsado with OneTime Link
09:34 Option 3: Don't Use a Client Portal
10:17 Do Clients need a Client Portal?
11:04 Example: Add link to Missive Email Templates
12:08 Example: Pin Message in Slack or Voxer, too!
12:40 Warning: Public Links are Public!
13:54 To learn more about topics like this, join the ProcessDriven Membership!


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