Articles on: Clients

Workstatus set up for Multiple Clients

Workstatus set up for Multiple Clients



You can assign clients to your projects with Workstatus. This makes it easy to manage clients.

Please note, before you can link projects to your clients you will need to add them to Workstatus.

How to add clients to new projects
How to add clients to existing projects

How to add clients to new projects?



STEP 1

Select Projects from the main navigation menu.



STEP 2

Click Add project.



STEP 3

Next, choose a name for your project and select the relevant members for different roles.

Select Client from clients dropdown, click “Add project” to finalize the project.



How to add clients to existing projects?



STEP 1

Select Projects from the main navigation menu.



STEP 2

Click on the [ ⋮ ] button on the right side of the project you wish to edit and then click on the “Edit project” option.



STEP 3

Update Client and click “Save” to finalize the changes.

Updated on: 15/09/2022

Was this article helpful?

Share your feedback

Cancel

Thank you!