Client Projects, Delivered On Time—With Full Visibility

Yes. ClickUp supports approval workflows for deliverables, along with version history in Docs and tasks. Teams can request approvals, track changes, and store revisions in one place—making it easy to maintain clarity and audit trails throughout the project.

ClickUp offers granular permissions and guest access. You can share client-ready views, tasks, Docs, or dashboards while keeping internal lists, comments, and planning private. This allows you to collaborate transparently without exposing sensitive work.

Absolutely. You can create reusable templates for tasks, lists, or entire spaces and pair them with automations to standardize onboarding, handoffs, and delivery steps. This ensures consistency across repeated client engagements.

Yes. ClickUp includes native time tracking, estimates vs actual reporting, and cost attribution using custom fields. This empowers teams to monitor budgets, track retainers, and report project effort with accuracy.

Yes. ClickUp offers task comments, chat, and Docs with options for private comments and guest-restricted threads. Client communication stays in context while internal discussions remain hidden.

Yes. Workload and Box views help visualize capacity, manage allocations, and avoid bottlenecks. Teams can balance resources across projects and clients to meet deadlines without overloading individuals.

ClickUp Forms, custom fields, and approval statuses help capture and differentiate new client requests. Paired with Automations, teams can route changes to the right workflow and maintain visibility into scope changes and approval history.

Yes. You can create dashboards with real-time project data and share them as view-only links or guest dashboards. Clients see progress, timelines, and metrics—without accessing the whole workspace.