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Articles on:Clients
Know how to manage clients, projects, and more in the same dashboard

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  • How does client account looks like?
    How does client account looks like? Step 1 Add a client to your Workstatus account. Please follow the link : https://support.workstatus.io/en/article/overview-of-clients-1u4dlgm/ Step 2 login with client credentials. Client will be able to see the project details such as name of project assigned, members in that project, status, progress. Please check Roles and Permission link forFew readers
  • How can a Client view Tasks?
    How can a Client view Tasks Step 1 Login with Client account >Go to Project Module from side menu >Open a Project >Click on List to view the Tasks available. Question : What to do if tasks are not visible? Answer : Task list in the Project has to be to mark as External Here are the steps : login with Organization owner/Manager/ Project Manager >Open Project >List >Few readers
  • Clients Overview
    Clients Overview Roles and Permissions: Organization Owner/Manager : They can Add, Remove and Edit clients. Delivery Head : They can Add, Remove and Edit clients. Please refer following link for accessing Roles and Permission : https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/ Within Workstatus, the Clients feature is mainly used to categorize which project belongs to which Client. (https://storage.crisp.chat/users/helpSome readers
  • How do I add clients to Workstatus?
    How do I add clients to Workstatus? Roles and Permissions: Organization Owner/Manager : They can Add Clients. Delivery Head : They can Add Clients. Please refer following link for accessing Roles and Permission : https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/ Within Workstatus, the Clients feature is mainly used to categorize which project belongs to which Client. (https://storage.crisp.chat/users/helpdesk/website/f3eSome readers
  • How to add Clients to a Project?
    How to add Clients to a Project? Roles and Permissions: Organization Owner/Manager : They can Add Clients. Delivery Head : They can Add Clients. Please refer following link for accessing Roles and Permission : https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/ You can assign multiple clients to your projects with Workstatus. This makes it easy for organization owners to manage clients. Please note, before you can link projects to yoSome readers
  • Workstatus set up for Multiple Clients
    Workstatus set up for Multiple Clients Roles and Permissions: Organization Owner/Manager : They can Add, Remove and Edit clients. Delivery Head : They can Add, Remove and Edit clients. Please refer following link for accessing Roles and Permission : https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/ You can assign clients to your projects with Workstatus. This makes it easy to manage clients. Please note, before you can link projecSome readers
  • Overview of Time Tracker Apps
    Overview of Time Tracker Apps To get started tracking your time with Workstatus, you will need to download one of our software client applications. Workstatus offers various apps across operating systems and devices, catering to your organization’s setup. If you’re planning or are unable to install any software or apps on your machine, please contact us at hello@workstatus.io. Each one of our time tracking apps carries a different set of time tracking features. For example, some features maSome readers
  • Time and Tracker Apps Overview
    Time Tracker Apps Overview To get started tracking your time with Workstatus, you will need to download one of our software client applications. Workstatus offers various apps across operating systems and devices, catering to your organization’s setup. If you’re planning or are unable to install any software or apps on your machine, please contact us at hello@workstatus.io. Each one of our time tracking apps carries a different set of time tracking features. For example, some features may bSome readers

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