---
title: ClickUp Client Dashboard Access — Visibility Restrictions
type: article
created: '2026-04-05'
updated: '2026-04-05'
source_docs:
- raw/2025-11-05-mid-week-call-w-melissa-99506659.md
tags:
- project-management
- clickup
- client-management
- operations
- process
layer: 2
client_source: null
industry_context: null
transferable: true
---

# ClickUp Client Dashboard Access — Visibility Restrictions

## Overview

Clients with access to ClickUp dashboards should only see a minimal, curated view of project status. They must not be able to see internal work-in-progress, file attachments, team comments, or internal correspondence. Exposing too much detail creates two problems: clients see unfinished work before it's ready for review, and they begin using ClickUp as an ad-hoc communication channel rather than a structured task tracker.

This policy was formalized following an incident where a client (Bluepoint ATM) was shown a social media draft with unaddressed feedback still visible, and separately began using ClickUp comments for off-topic conversations.

## The Problem

When clients have broad ClickUp access, they:

- **See work-in-progress** — drafts, partial revisions, and internal notes that aren't ready for client review
- **Lose confidence** in the agency's quality and process ("this is embarrassing")
- **Misuse the tool** — starting conversations in task comments that belong in email or a dedicated channel, creating noise and confusion
- **Create accountability gaps** — clients may create tasks in their own dashboards that the internal team never sees, leading to missed requests (as happened with a logo revision request that sat unnoticed for months)

## The Policy

Restrict client-facing ClickUp dashboards to display only:

| Field | Visible to Client |
|---|---|
| Task name | ✅ Yes |
| Due date | ✅ Yes |
| Assigned owner | ✅ Yes |
| Internal comments | ❌ No |
| File attachments | ❌ No |
| Internal correspondence | ❌ No |
| Sub-tasks / checklists | ❌ No |

Clients may still:
- **View** what the team is working on and when it's due
- **Create new tasks** to submit requests (replacing ad-hoc emails)
- **Comment** to ask for status updates or request priority changes

Clients may **not**:
- See files, drafts, or assets until they are formally presented
- See internal team discussion or revision notes
- Use task comments as a general communication channel

## Implementation

- The ClickUp admin (Philippines-based VA) should audit and update all client-facing dashboards to enforce these field restrictions
- New client workspaces should be configured with these restrictions from the start
- Account managers should remind clients that ClickUp is for task visibility and new requests — not for general conversation

## Related Issues This Resolves

- **Unreviewed drafts shown to clients:** Content or creative should be reviewed internally before any client-visible task is updated. Feedback received via email must be logged into ClickUp before being assigned for revision — not left in email threads.
- **Client-created tasks invisible to the team:** Clients must not create tasks in isolated personal dashboards. All client-submitted requests should flow into a shared space the internal team monitors.

## Related Articles

- [[clients/bluepoint-atm/_index]]
- [[knowledge/project-management/feedback-revision-workflow]]
- [[knowledge/operations/client-communication-channels]]