Space & List Sync
Sync specific spaces, folders, or lists. Control granularity for each client.
ClickUp / INTEGRATION GUIDE
ClickUp + Angelwood Integration
Give clients visibility into ClickUp progress without cluttering your workspace with guests.
QUICK ANSWER
The ClickUp integration gives clients clean visibility into work status, milestones, and blockers without direct access to the workspace.
WHO THIS IS FOR
Best for teams already relying on ClickUp and needing their client-facing updates, approvals, or reporting to stay in sync.
THE WORKFLOW
What you get with ClickUp
Seamlessly connect your workflow with Angelwood
Status Tracking
Custom statuses appear in client portals with progress percentages.
Time Tracking Display
Optionally show time logged against tasks for transparent billing.
FROM SETUP TO SHARED CONTEXT
How it works
Get started with ClickUp in minutes
- 01
Authenticate ClickUp
Connect with OAuth. Works with personal and workspace accounts.
- 02
Select spaces to share
Choose which spaces, folders, or lists sync to each client.
- 03
Set visibility preferences
Hide subtasks, checklists, or custom fields you do not want clients to see.
- 04
Clients view progress
Task updates in ClickUp reflect instantly in client portals.
IN PRACTICE
How firms use ClickUp with Angelwood
Ways to apply this workflow to client work
Development Agencies
Show sprint progress, bug tracking, and feature completion to clients.
OutcomeReduce dev-client miscommunication by 60%
Marketing Agencies
Display content calendars, campaign tasks, and approval workflows.
OutcomeSpeed up content approvals by 40%
Design Teams
Share design phase progress from concepting through final delivery.
OutcomeCut revision cycles with better visibility
GOOD QUESTIONS
ClickUp Integration FAQs
Which ClickUp plans work with this integration?
Free, Unlimited, Business, and Enterprise plans are all supported.
Can clients see private tasks?
No. Only tasks and spaces you explicitly share appear in client portals.
How does the integration handle ClickUp goals?
Goals can be displayed as high-level progress indicators in client dashboards.
Can I show time estimates vs actual?
Yes. Display estimated vs tracked time for transparent project management.
Does this work with ClickUp Docs?
ClickUp Docs can be linked but are not embedded directly. Clients see a link to approved documents.
YOUR NEXT STEP
Ready to connect ClickUp?
Start your 14-day free trial. No credit card required.