Clients

Keep a directory of the clients you work with — name, a rich description, and the projects linked to each one.

Overview

Clients is a lightweight directory of the people and companies you work with. Each client is just a name and a description, plus a read-only list of the projects linked to it. Clients are shared across your whole organization — there is no per-client membership.

The description uses the same rich editor as a task: you can format text (bold, lists, headings), type / for quick blocks, and paste, drop, or insert images — each image becomes an attachment of the client.

Clients are shown as a grid of cards. Selecting a card opens a side panel where you can edit the name and description inline and review every linked project.

Opening Clients

Navigate to Clients in the sidebar (the building icon, just below Projects). The page lists every client in your organization, newest first.

Browsing the grid

Each card summarizes one client:

Element	Meaning
Avatar & name	A two-letter monogram and the client's name.
Client since	The month and year the client was added.
Description	The first lines of the client's description, as plain text.
Projects	How many projects are linked to this client.

The grid loads more cards automatically as you scroll toward the bottom.

Sorting and finding a client

Use the sort menu on the right to order the grid by Most recent, Name (A–Z), or # of projects.

To find a specific client by name, use global search (Ctrl + K, or the search box in the top bar): pick the client and it opens in a side panel right over the grid. Opening search from the Clients page puts matching clients first in the results.

Creating a client

Select New client (available to organization owners and admins). The client is created immediately with a placeholder name ("New client") and its detail panel opens with the name field already in edit mode and the placeholder text selected — there is no separate creation form.

Type the name. The name field is focused and selected, so just start typing to replace the placeholder, then press Enter to save.

Add a description. The description is optional and can be added in the same panel at any time, with formatting and images.

Because the client is saved the moment you select New client, it appears in the grid right away (with the placeholder name until you rename it). If you change your mind, delete it from the ⋯ menu in the panel header — see Deleting a client.

Editing a client

Open any client card to view its details. If you are an organization owner or admin, the name and description edit in place — click to edit, then save by clicking away (the name also saves on Enter; the description on Ctrl+Enter, ⌘↩ on Mac). Press Esc to cancel. Changes save instantly.

Renaming a client also updates the client label shown on every linked project, so the link is always in sync.

The panel shows the client's name, description, and linked projects on the left, with the created date and project count in a details rail on the right. To review clients one after another, use the ‹ › arrows in the panel header — or press J for the next client and K for the previous.

Linked projects

The Linked projects section lists every project tied to this client, with its status, a short reference, and the date it was created. The list is read-only here — projects are managed from the Projects screen.

A project links to a client when you pick it in the project's Client field on the Projects screen. The project then appears here.

Comments, attachments, and activity

Below the name and description, the client panel is organized into tabs — Comments, Projects, Contacts, Attachments, and Activity — so a client becomes a shared space for discussion, documents, and history, exactly like a task.

Discuss the client with your team. Type @ to mention a person (any member of your organization — they get a notification) or a related task (it becomes a clickable link — no notification). Related tasks come from every project linked to the client. You can reply one level deep, paste images directly into a comment, edit your own comments, and delete a comment while it has no replies.

The read-only list of every project linked to this client (see Linked projects below).

The client's people who can follow its projects in the client portal. Visible to organization owners and admins only.

Upload files by clicking Add file, dragging them onto the panel, or pasting from the clipboard. Each file shows its type, name, size, who uploaded it, and when. Images open in a preview; other files download on click. The uploader or an organization admin can remove a file.

A history of what changed on the client itself — creation, field edits, and attachments added or removed. Comments are not shown here; they live in the Comments tab.

Deleting a client

Open the ⋯ menu in the client panel header and choose Delete client. After a confirmation prompt, the client is permanently removed. Linked projects are not deleted — they simply lose their client (the project's Client field is cleared).

Permissions

Role	View	Create	Edit	Delete
Organization owner / admin	✅	✅	✅	✅
Member	✅	❌	Read-only	❌

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