This is one of the easiest steps!

On the left side menu, click on “Admin”, then “Client > Project” and “+New client”. Type your client name e click “Create”.

It will open a new window. Which teams will see the new client? Choose all or some teams and click on “Include” for each one. You can use an optional code to identify this client. To save, click “Create”.

On the next page, you will see a client list. For each one, there are 3 actions: “Deactivate”, “Edit” and “Delete”. You can add as many projects as needed for client, and denominate the teams for it.

There is another way to create Clients and Projects: on “New Task” button. But it is a new step. Click here to know how.


Did this answer your question?