Clients

Clients represent the customers or organizations you work for. Assign a client to one or more projects to keep your workspace organized and to filter reports by client. Only owners can manage clients.

Create a client

1. Click + Add client below the client list.
2. Type a client name and press Enter (or click the check icon).

The new client is available immediately for assignment to projects.

Rename a client

1. Click the client name to enter edit mode.
2. Change the name and press Enter or click away to save.
3. Press Escape to cancel without saving.

Delete a client

1. Hover over the client row and click the trash icon.
2. Confirm by clicking Yes in the inline prompt.

Deleting a client does not delete the associated projects — they simply become unassigned.

Assign a client to a project

1. Go to the Projects section (below clients in Settings).
2. In a project row, use the client dropdown to pick a client.
3. The change saves immediately.

To remove the client assignment, select No client from the dropdown.

Filter by client

Clients appear as a filter option in Reports:

1. Click the All clients filter button.
2. Select one or more clients to narrow the view to their projects.

Note

Members (non-owners) can see the client list and use client filters in reports, but cannot add, rename, or delete clients.