Create a Client
Add a Client record with a name, optional website, contact email, and notes, so you can group that client's projects together.
Creating a Client adds a record you can group projects under. This guide creates one and explains each field.
Who this is for
Workspace Owners and Admins who organize projects by customer or brand.
Before you start
- You know the client's name. Everything else is optional.
Create the Client
- From the workspace sidebar, open Clients.
- Choose New Client.
- Fill in the Client Details:
- Client Name *(required)* — the customer or brand name.
- Website URL (Optional) — the client's main site, such as
your-client.com. - Primary Contact Email — a contact for the client.
- Notes (Optional) — any context your team should see.
- Choose Create Client.
Note
A new Client starts as Active. You can change it to Paused or Archived later from the Clients list.
What happens next
The Client appears in your Clients list. From there you can open a card to edit details (when your role allows it), and you can link projects to the Client.
Next, link a Client to a project.
Troubleshooting
- Create Client is unavailable. The Client Name is required — enter one to enable the button.
- I cannot edit a Client. Editing a Client requires the right role; Owners and Admins can manage Clients.