Our organization recently migrated to ClickUp for our internal task management and project plans. While the transition has been great for our internal team, we are hitting a massive roadblock when it comes to external stakeholder collaboration.
We want to share specific project plans and tasks with our clients, and ideally, we want to encourage them to edit and update their assigned tasks. However, due to ClickUp's current user rights and permission structures, we are struggling to find a balance between collaborative freedom and data security.
Our Main Challenges:
- Restricting Access: We need to completely restrict client views so they only see their specific project plan and tasks—no visibility into other internal operations or ClickUp apps.
- Collaboration vs. Security: We want them to have editing capabilities on their tasks, but standard guest permissions feel either too restrictive or too permissive for what we need.
If your team uses ClickUp for client-facing projects, how are you handling this?
- Are you utilizing specific Guest Permission workarounds or custom roles?
- Have you turned to external integrations (like client portals, Miro, or Airtable syncs) to bridge the gap?
- Do you use public, view-only doc shares and handle the actual task updates via a different workflow?
I would love to hear any real-world examples, architecture setups, or lessons learned from those who have successfully cracked the code on client collaboration in ClickUp.
Thanks in advance for your insights!
