Manage client projects

Tools that power the Manage client projects stack

• ClickUp — Project tracking

  Track tasks, timelines, and deliverables across all client projects

  See all stacks using ClickUp

• Calendly — Meeting scheduling

  Let clients book calls without back-and-forth emails

  See all stacks using Calendly

• Loom — Async updates

  Send video status updates instead of writing long emails

  See all stacks using Loom

Setup guide

1. ClickUp: Create a ClickUp client project with tasks, owners, dates and status. Share a restricted client view or invite the client with appropriate permissions. If using a public link, explicitly approve which fields and attachments can be public, and inspect the shared view signed out before sending it. (Read official instructions)
2. Calendly: Create a Calendly booking link for client check-ins and connect your calendar. The Free plan supports one event type; choose a suitable paid plan if you need several types. Set availability, timezone and buffers, then test booking, cancellation and the resulting calendar event. (Read official instructions)
3. Loom: Record a short Loom update explaining completed work, the next steps and decisions needed from the client. Keep it within the chosen plan's recording limit, use the intended sharing permissions, and attach a written action summary. Test access from the client role before sharing; recordings alone are not a complete decision log. (Read official instructions)

   Check: A client-role account sees only its permitted tasks and files, can book a check-in and can open the latest approved update.