Set up a new client from start to finish

Do this once per client. Afterwards every project you tag with them is easy to find and easy to report on.

1. Open Settings then Clients & collaborators

   Type the Name, the Organization if there is one, and choose a Relationship. See Manage clients and collaborators.

2. Pick a Color

   Then choose Add contact. Contacts never need an account and are never emailed.

3. Make projects use client colors

   In Settings then Workspace, choose Color projects on the calendar and board by and pick Client. See Edit labels, item types and the color scheme.

4. Create a brand kit

   In Settings then Brand kits, choose New brand kit, add the colors and tick it for this contact. Their kit appears inside every project that names them. See Create and use brand kits.

5. Tag the client on a project

   In New project, use the Client or requester list. See Create a project.

6. Find all their work later

   Use the smart filters or the search box. See Filter the calendar, board and repository and Search for projects, ideas and files.

7. Report on their hours

   On Time, open Team hours and set Client. See See team hours and totals.