Get things done

Adding new client

1. Add new ‘Client’ folder and invite user with ‘Guest’ permission

Click on ‘+’ icon > ‘Add client’
or
‘Admin console’ > ‘Clients’ > ‘Add client’

When adding a new client, a dedicated folder is created to gather all final assets. This folder will be visible under 'Assets' in the sidebar menu. Each folder is linked to a member with a 'Guest' role, typically the owner of the company you are collaborating with. Furthermore, you can invite additional members with the 'Guest' role by selecting the 'Add member' option (using the '+' icon).

Tip: Pick up a color that will reflect client’s brand to make it recognizable to your members. This can be changed later in 'Client details'.

2. Customize client’s dashboard

Go to client folder > Click on ‘ ’ > ‘Edit client details’
or
‘Admin console’ > ‘Clients’ > Click on ‘ ’ > ‘Edit client details’

Upload a custom banner that reflects the customer's brand. By default, the banner will adopt the selected client's color.

3. Adjust the visibility of time reports.

Go to client folder > Click on ‘ ’ > ‘Edit client details’
or
‘Admin console’ > ‘Clients’ > Click on ‘ ’ > ‘Edit client details’

Select 'open access' if you wish to share time reports with your client. There are two report options available: 'Detailed' and 'Percentages'. The key distinction lies in how total hours spent per project are displayed. In the 'Detailed' report, totals are shown in hours, while in the 'Percentages' report, they are displayed as percentages.

For projects involving multiple large tasks, we recommend using the 'Detailed' report option. This provides a comprehensive breakdown of hours spent on each project, ensuring detailed tracking and analysis.

The hours spent per project will be calculated based on the 'Time Tracker' reports submitted by each participant involved in the project (check 'Adding time entry' for more details).