Managing your clients journey with you and having a efficient and good looking ‘hub’ or ‘dashboard’ with all the things they need is tricky.
Check out this quick demo, below, showing how I’m using ClickUp to manage my clients and keep them informed of my progress, their tasks and other features and services I offer. All on the 1 dashboard.
I addition to the Dashboard you will see in the above video I also used a few different lists.
These lists are what is then available in the dashboard view.