How do I add Clients to a Project?

You can assign multiple clients to your projects with Hubstaff. This makes it easy for organization owners to manage invoices and bill clients.

Please note, before you can link projects to your clients you will need to add them to Hubstaff.

  1. How to add clients to new projects
  2. How to add clients to existing projects
  3. How to remove clients from projects

How to add clients to new projects

Step 1

Select Projects from the main navigation menu. Then click Add project.

Step 2

A pop-up window will appear allowing you to enter the details of your project. Enter the project name, select the Client from the drop-down, then you can fill in the budget, members, and teams tabs (this can be filled in later).

Hit Save to finalize the project.

Only one client can be assigned to each project.

How to add clients to existing projects

Step 1

If you have already created your project, and want to assign or change the client, please follow the steps below.

Select Projects from the main navigation menu.

Click Actions and Edit project.

Step 2

A pop-up window will appear allowing you to select or change the client. Select the correct client under the Client field.

 

Hit Save to finalize the changes.

 

If you’d like to limit the client’s view so that they can only monitor certain projects, please see our guide here.

How to remove clients from projects

Step 1

Select Projects from the main navigation menu.

Click Actions and Edit project.

 

Step 2

Click the X button located in the Client field. Then select Save to confirm the changes.

  • Was this Helpful ?
  • Yes   No
  • Was this Helpful ?
  • Yes   No