The Built-In Task Request Form | Every task comes through to the right place and stays there. Clients know where to submit requests that then automatically hit your to-do list so you spend less time wondering where that request went and more time doing it.

New Tasks Automatically Flagged | Every new request is tagged as Incoming so you can stop transcribing requests out of DMs by hand and let the intake do itself.

Client Visibility | Clients can easily view task status so they know exactly what's done, in progress, or on deck without you fielding a single “Any update on…?” message again.

Invisible ClickUp Framework | The most powerful PM tool out there gives this template the organizational powers you need to stay on top of every client task while giving your clients a clean, polished portal without having to learn a single new tool.

The Setup & Client-Presentation Walkthrough | Watch exactly how to build the portal and how to present it to clients, making it easy to roll it out with confidence