Clients & Projects
How to add a client and project - Website
Adding a client and project in TimeSheet is super simple.
You can use this functionality to record hours against specific clients, monitor how many hours you spend against easy customer and send these hours back to those customers. It's very helpful if you're working for and billing multiple cutomers.
The first thing you want to do is log into your website and click the "Hamburger" icon (icon with three lines) at the top left of the website and click the "Clients" page.
If you haven't created any clients yet then simply click "Add New Client". This will take you to a pop up screen where you can add the clients details (Name, Email Address, Phone Number, etc). Once you have added the information you want to then click "Confirm" and you will have a new client in your system.
Please note, if you mark as important it will appear at the top of your client list in alphabetical order
Once the client has been created, go back to the client page and open that client by clicking the "Eye" icon or search for their name in the search bar.
Once found, select the client and create a project using the "Create Project" button.
Fill out the details of your choice, click "Create Project" and your employees will have a new project available to record their TimeSheets against!