New: the $2,500 CRM System→
Live in every portal

Task page.

Any ClickUp record in full — every field editable, linked records clickable, without opening ClickUp.

Live simulation · What your team sees

Every client, lead and number shown is illustrative.

portal.yourcompany.com/admin

Northwind Health › Website refresh

Landing page — option B

Search…AskTeam view

Landing page — option B

In progress

Company

Northwind Health ↗

Project

Website refresh ↗

Assignee

Rami B.

Start

Oct 6

Due

Oct 17

Hours

6

Priority

High

Billable

Yes

Contact

Dana Price ↗

Comments

DP

Dana Pricevia portal

Option B, please — with the photo from our brand folder.

saved straight to ClickUp — no tab switching

How it works.

1

Open any record

A task, a company, a property, a person — any ClickUp row, from any link.

2

Edit in place

Every field, including linked records, right on the page.

3

Click through

Linked records are links: task → project → company → contact.

What you get

  • Title, status, dates and description edited in place
  • Search a linked list by name
  • Create, add a subtask, or delete with a warning