Clients

The organizations or people you do project work for.

How to find a client

Open Clients from the sidebar. Use the search box to filter by name, contact name, or email — results show the 200 most recently updated matches.

How to add a client

Click "New Client" from the Clients list. Only Client name is required — contact person, email, and phone are optional. Saving takes you straight to the new client's detail page.

How to view or edit a client

Click a client from the list to open their detail page. If you have edit permission, you can update their name, contact person, email, phone, and notes. Name is the only required field. The page also lists every project for that client.

How to delete a client

From a client's detail page, choose Delete, then confirm — deleting can't be undone. If the client still has projects attached, deletion is blocked — reassign or archive those projects first. Otherwise this removes the client and takes you back to the Clients list.