{"id":738,"date":"2020-04-01T20:00:39","date_gmt":"2020-04-02T03:00:39","guid":{"rendered":"https:\/\/www.yocoboard.com\/support\/?p=738"},"modified":"2020-04-01T20:00:39","modified_gmt":"2020-04-02T03:00:39","slug":"add-client-details-assign-project","status":"publish","type":"post","link":"https:\/\/www.yocoboard.com\/support\/add-client-details-assign-project\/","title":{"rendered":"Add Client Details &#038; Assign Project"},"content":{"rendered":"<h3><strong>Assign Clients to Projects<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">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.<\/span><\/p>\n<p><i><span style=\"font-weight: 400;\"><strong>Note<\/strong>: When you add a new client, you only add details about that client. YoCoBoard will not invite the client to sign up.<\/span><\/i><\/p>\n<h4><strong>1.1 Adding a new client<\/strong><\/h4>\n<ul>\n<li><span style=\"font-weight: 400;\">On the YoCoBoard sidebar, click <\/span><i><span style=\"font-weight: 400;\">Administrator, <\/span><\/i><span style=\"font-weight: 400;\">select the <\/span><i><span style=\"font-weight: 400;\">Client<\/span><\/i><span style=\"font-weight: 400;\"> tab and click <\/span><i><span style=\"font-weight: 400;\">Add Client.<br \/>\n<a href=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC18_1.1_SS1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-741\" src=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC18_1.1_SS1-1024x576.png\" alt=\"\" width=\"520\" height=\"293\" srcset=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC18_1.1_SS1-1024x576.png 1024w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC18_1.1_SS1-300x169.png 300w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC18_1.1_SS1-768x432.png 768w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC18_1.1_SS1.png 1920w\" sizes=\"(max-width: 520px) 100vw, 520px\" \/><\/a><\/span><\/i><\/li>\n<li><span style=\"font-weight: 400;\">On the <\/span><i><span style=\"font-weight: 400;\">Add Client<\/span><\/i><span style=\"font-weight: 400;\"> pop-up, enter the <\/span><i><span style=\"font-weight: 400;\">Client Name, Email Address<\/span><\/i><span style=\"font-weight: 400;\"> and other optional fields like <\/span><i><span style=\"font-weight: 400;\">Phone and Company <\/span><\/i><span style=\"font-weight: 400;\">and click the <\/span><i><span style=\"font-weight: 400;\">Add Client <\/span><\/i><span style=\"font-weight: 400;\">button to save changes.<br \/>\n<a href=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC18_1.1_SS2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-742\" src=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC18_1.1_SS2-1024x576.png\" alt=\"\" width=\"520\" height=\"293\" srcset=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC18_1.1_SS2-1024x576.png 1024w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC18_1.1_SS2-300x169.png 300w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC18_1.1_SS2-768x432.png 768w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC18_1.1_SS2.png 1920w\" sizes=\"(max-width: 520px) 100vw, 520px\" \/><\/a><\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h4><strong>1.2 Assign a project to a client<\/strong><\/h4>\n<p><span style=\"font-weight: 400;\">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.<\/span><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">On the YoCoBoard sidebar, click <\/span><i><span style=\"font-weight: 400;\">Administrator, <\/span><\/i><span style=\"font-weight: 400;\">select the <\/span><i><span style=\"font-weight: 400;\">Client<\/span><\/i><span style=\"font-weight: 400;\"> tab. Choose a client from the list and select the <\/span><i><span style=\"font-weight: 400;\">Projects<\/span><\/i><span style=\"font-weight: 400;\"> tab on the right.<br \/>\n<a href=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC18_1.2_SS1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-743\" src=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC18_1.2_SS1-1024x576.png\" alt=\"\" width=\"520\" height=\"293\" srcset=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC18_1.2_SS1-1024x576.png 1024w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC18_1.2_SS1-300x169.png 300w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC18_1.2_SS1-768x432.png 768w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC18_1.2_SS1.png 1920w\" sizes=\"(max-width: 520px) 100vw, 520px\" \/><\/a><\/span><\/li>\n<li><span style=\"font-weight: 400;\">The projects associated with the client will be listed here. Click <\/span><i><span style=\"font-weight: 400;\">+ Assign to Existing Project(s)<\/span><\/i><span style=\"font-weight: 400;\"> to assign this client to more projects.<br \/>\n<a href=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC18_1.2_SS2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-744\" src=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC18_1.2_SS2-1024x576.png\" alt=\"\" width=\"520\" height=\"293\" srcset=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC18_1.2_SS2-1024x576.png 1024w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC18_1.2_SS2-300x169.png 300w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC18_1.2_SS2-768x432.png 768w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC18_1.2_SS2.png 1920w\" sizes=\"(max-width: 520px) 100vw, 520px\" \/><\/a><\/span><\/li>\n<li><span style=\"font-weight: 400;\">Click the <\/span><i><span style=\"font-weight: 400;\">Assign<\/span><\/i><span style=\"font-weight: 400;\"> (plus) icon next to the projects you want to assign to. A green tick confirms that the project has been assigned to the client.<br \/>\n<a href=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC18_1.2_SS3.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-745\" src=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC18_1.2_SS3-1024x576.png\" alt=\"\" width=\"520\" height=\"293\" srcset=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC18_1.2_SS3-1024x576.png 1024w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC18_1.2_SS3-300x169.png 300w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC18_1.2_SS3-768x432.png 768w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC18_1.2_SS3.png 1920w\" sizes=\"(max-width: 520px) 100vw, 520px\" \/><\/a><\/span><\/li>\n<\/ul>\n<p><i><span style=\"font-weight: 400;\"><strong>Note<\/strong>: Projects that are greyed out already have clients associated with them.<\/span><\/i><\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 <span class=\"ellipsis\">&hellip;<\/span> <span class=\"more-link-wrap\"><a href=\"https:\/\/www.yocoboard.com\/support\/add-client-details-assign-project\/\" class=\"more-link\"><span>Read More &rarr;<\/span><\/a><\/span><\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[23,7],"tags":[],"class_list":["post-738","post","type-post","status-publish","format-standard","hentry","category-client","category-projects"],"_links":{"self":[{"href":"https:\/\/www.yocoboard.com\/support\/wp-json\/wp\/v2\/posts\/738"}],"collection":[{"href":"https:\/\/www.yocoboard.com\/support\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.yocoboard.com\/support\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.yocoboard.com\/support\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.yocoboard.com\/support\/wp-json\/wp\/v2\/comments?post=738"}],"version-history":[{"count":3,"href":"https:\/\/www.yocoboard.com\/support\/wp-json\/wp\/v2\/posts\/738\/revisions"}],"predecessor-version":[{"id":746,"href":"https:\/\/www.yocoboard.com\/support\/wp-json\/wp\/v2\/posts\/738\/revisions\/746"}],"wp:attachment":[{"href":"https:\/\/www.yocoboard.com\/support\/wp-json\/wp\/v2\/media?parent=738"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.yocoboard.com\/support\/wp-json\/wp\/v2\/categories?post=738"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.yocoboard.com\/support\/wp-json\/wp\/v2\/tags?post=738"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}