Clients
Group projects under the companies you work for, and see each client's projects, progress and counts on one page.
Clients are the companies you do work for. Grouping projects under a client lets you see all of its work in one place.
Add a client#
- Open Clients in the sidebar.
- Press the button to add a client. If there are none yet, use Add your first client.
- Enter the Client name, for example
Acme Corp, and save.
If you do not see the button, your role may not allow it. Ask an admin or manager to add the first client.
Put a project under a client#
A project shows its client in its details card and in the projects list. Each client page then lists its projects with progress and counts.
Find clients#
Use Search clients… and the Sort clients control on the Clients page. If nothing matches, Clear search brings the list back.
Rename or delete a client#
Open the client to rename it or delete it. Deleting a client never deletes its projects.
Who can manage clients#
Owners, Admins and Managers can add, rename and delete clients. Members can see them. Guests do not see the Clients page at all: they only see the projects shared with them. See What guests can and cannot see.
Last reviewed 9 November 2026
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