This is one of the easiest steps!

On the left side menu, click on “Admin”, then “Clients > Projects” and “Include 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. To save, click “Finish”.

On the next page, you will see a client list. For each one, there are 3 actions: “Deactivate”, “Edit / Include project” 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.

Encontrou sua resposta?