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ClickUp

Sync deliverables and due dates between ClickUp and the client portal.

Project managementAvailable
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Overview

Deliverables in a ClickUp list become deliverables in the portal, with the same due dates. Change a date in ClickUp and the client's timeline updates.

Approvals set the task status you choose, so nothing sits in Review after the client has said yes.

What you can do

  • Two-way sync of deliverables and due dates
  • Set task status on approval
  • Show the client only the tasks you mark as client-facing

How to set it up

  1. 1Connect ClickUp and choose a workspace
  2. 2Map a list to a Ferrybox project
  3. 3Pick the status to set when a client approves

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