viewing projects and tasks

Brian M's Avatar

Brian M

04 Jan, 2018 10:43 AM

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?

  1. Support Staff 1 Posted by Sue on 04 Jan, 2018 10:48 AM

    Sue's Avatar

    Hello Brian,

    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
    projects too:

    Please feel free to let us know if you would like any
    further information.

    Best wishes,


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