Client Management

How do I add a client?

In Clients tab you can add and edit client profiles that later you can assign to projects. You can add their name, country and logo.

Video guide: laiout lessons - How to assign projects to clients and manage client base

Where can I add or edit clients?

You can edit clients in Clients tab, available after clicking on your Initial in the upper left corner.

Video guide: laiout lessons - How to assign projects to clients and manage client base

How do I add a client to a project?

Click on the 3 dots on the right of the Project row to assign a client to the selected project. You can also assign a client to the project while creating it.

Video guide: laiout lessons - How to assign projects to clients and manage client base

How do I assign a client to a project?

Click on the 3 dots on the right of the Project row to assign a client to the selected project. You can also assign a client to the project while creating it.

Video guide: laiout lessons - How to assign projects to clients and manage client base

Can I list projects by client?

Yes, you can sort Projects by assigned clients.

Video guide: laiout lessons - How to assign projects to clients and manage client base

How do I edit client accounts?

You can edit clients in Clients tab, available after clicking on your Initial.

Video guide: laiout lessons - How to assign projects to clients and manage client base

Can I edit client's name or details?

In Clients tab you can add and edit client profiles that later you can assign to projects. You can add their name, country and logo.

Video guide: laiout lessons - How to assign projects to clients and manage client base

Can I assign multiple clients to a project?

No, you can assign only one Client to a project.

Video guide: laiout lessons - How to assign projects to clients and manage client base

Can I unassign a client?

You can unassign a client by clicking on the currently assigned client's name in the client selection bar. The current assignment will be removed this way.

Video guide: laiout lessons - How to assign projects to clients and manage client base

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