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How to manage multiple clients with projects
Each client gets their own project with isolated access, so client A never sees client B's work, invoices, or conversations. Templates make setting up consistent project structures repeatable across every new engagement.
- Create a project for each client. From the Projects page, create a new project and link it to the client's contact record. The project name, start date, and due date set the scope. Each project becomes the hub for that client's tasks, files, invoices, conversations, and time entries.
- Use a template for consistent structure. Save a completed project as a template (or choose one from the template library). The template preserves task groups, tasks, assignee roles, due date offsets, and custom field values. Every new client project starts with the same structure, so onboarding steps, deliverable phases, and review milestones are ready from the start.
- Set per-project permissions. Each project controls which clients and team members have access. Adding a client to a project gives them visibility into that project only. Tasks, files, conversations, and linked documents within the project are visible to the client, and everything outside the project stays hidden.
- Invite the client. The client receives an email invitation with a link to join your workspace. Once accepted, the client logs in through your subdomain (or custom domain) and sees only the projects and entities shared with them. If multiple projects are shared with the same client, all of them appear in their details panel.
Client isolation
Client access is scoped per project and per entity. A client invited to Project A only sees Project A's tasks, files, and conversations. Other projects, other clients' data, your scheduler, forms, automations, and internal conversations are all hidden. From a client's perspective, the workspace only contains the projects and items shared with them, so each client operates in their own isolated environment.
Template reuse
Templates work across all new projects. A single template can be used for every new client, giving each project the same task structure, phases, and workflow. Adjustments specific to each client are made after the project is created from the template, so the base structure stays consistent while the details vary.
