Overview:
Create your first client portal by connecting it to your project management system. This lets you tailor what your clients see while keeping internal details private.
Step-by-Step Instructions:
Sign In & Navigate:
Log in to your clientportals.io account.
Go to the Overview section, then click on Client Portals.
Create a New Portal:
Click on Create a New Client Portal.
Name your portal (e.g., “Window Washers Client”).
Connect Your Platform:
Select your project management system (e.g., ClickUp for this example).
Click Create Client Portal.
Set Up Integration:
Choose the appropriate workspace (demo space in this example).
Select the list(s) you want to associate with the portal.
Optionally, disable the Import Subtasks option if you don’t want clients to see them.
Final Touches:
Your portal is now set up. You’ll see a share link and have options to view the portal in either list or board view.
You can also customize the domain and appearance if needed.
Watch the Video: