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Add Client Details & Assign Project

April 1, 2020 8:00 pm / Leave a Comment / YoCoBoard Admin

Assign Clients to Projects

Organize your projects on YoCoBoard by adding client details to them. This feature lets you map client name and billing rates to projects for a summary of the hours tracked by your team under the project and for payroll estimation.

Note: When you add a new client, you only add details about that client. YoCoBoard will not invite the client to sign up.

1.1 Adding a new client

  • On the YoCoBoard sidebar, click Administrator, select the Client tab and click Add Client.
  • On the Add Client pop-up, enter the Client Name, Email Address and other optional fields like Phone and Company and click the Add Client button to save changes.

 

1.2 Assign a project to a client

When you create a new project, you can associate a client with it. Clients can be associated with multiple projects but a project can only have 1 client associated with it.

  • On the YoCoBoard sidebar, click Administrator, select the Client tab. Choose a client from the list and select the Projects tab on the right.
  • The projects associated with the client will be listed here. Click + Assign to Existing Project(s) to assign this client to more projects.
  • Click the Assign (plus) icon next to the projects you want to assign to. A green tick confirms that the project has been assigned to the client.

Note: Projects that are greyed out already have clients associated with them.

Posted in: Client, Projects

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