Clients Management
Team Truedoit
Last Update 9 months ago
1. How to Add a New Client
Introduction:
Organize your freelance work by assigning tasks and invoices to clients.
Steps:
Go to the Clients tab.
Click Add Client.
Enter client details:
Name (required)
Mobile (required)
Email (required)
Notes (optional)
Save.
Result:
New client will appear in the client list.
All related tasks will be grouped under them.
2. How to View Tasks for a Specific Client
Introduction:
You can see all tasks linked to a specific client in one place.
Steps:
Go to Clients tab.
Select a client (e.g., “ABC Designs”).
View their task list → Active, Overdue, Completed.
Optional: Future updates will show “Time tracked summary” per client.
