How can I create a streamlined client portal in ClickUp without exposing internal workflows?

Another route I’ve tested is using Forms + Automations to move tasks into a client-facing folder once they’re marked as ready.

Then I embed a list view from that folder into a doc or even a Notion page if clients prefer.

This keeps the internal mess hidden.

Also, if you use a tool like LambdaTest or a visual QA tool, you can embed test results or screenshots right into the doc to show real progress without needing them to log into multiple platforms.