viewing projects and tasks
I have a hand full of clients for which I do a variety of work, mostly one-off tasks and small projects. How can I put individual client projects and tasks together so that if I want to see all tasks and/or projects for Client XYZ only?
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Support Staff 1 Posted by Sue on 04 Jan, 2018 10:48 AM
Thank you for contacting us.
You could simply create one project per client.
This way you can see individual clients info in
one place, but also see an overview for all clients
projects in one dashboard too.
Take a look at how you can use tags to view
Please feel free to let us know if you would like any