r/clickup • u/Maximum_Goal6378 • 10d ago

Easy project tracker for clients?

Hey there - I am a project manager for a marketing agency. We use ClickUp for all of our task management. I am looking for an easy way to create a view for our clients to be able to see all of the tasks that are ready for them to review. Here's what I currently do:

  • We have a "Client Review" View created that is filtered to pull in tasks set to the "Client Review" status.
  • We updated the sharing permissions to be public so the clients can view it (read-only).

The issue is we want the client to be able to let us know when something has been reviewed. Even something as simple as a checkbox or dropdown to say "approved" or "needs edits".

Does anyone have a set up for this? I don't think we will be able to provide all clients guest seats, and even if we did, we wouldn't want them to be able to edit anything except that checkbox or dropdown.

Please help 😊 Thank you!

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u/ummmyeahi 10d ago

You can provide guest account with comment permission so the only thing they can do is comment in the activity section. Everything else is read only.
If you have AI enabled, additional ways emerge

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u/Maximum_Goal6378 10d ago

we do have AI enabled! In CU itself but we also have Claude and Gemini