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General FAQ

Clients and Projects Under Clients

How do I add projects under clients for better organization?

Last updated About 1 year ago

You can define many projects under any one client anywhere through out the app.

The project name field is very flexible and searchable. So it’s easy to find projects related to one client or all clients with a certain project.

For example you may define “Client A - project 1”, “Client A - Project 2”, etc. as project names in the app as a way to organize multiple projects related to one client.