You can assign clients to your projects in Hubstaff to make it easy to manage client invoicing and billing. Please note that before you can link projects to your clients, you will need to add them to Hubstaff.
Table of contents
How to add clients to new projects
Step 1
Select Project management > Projects from the main navigation menu.
Then click Add project.
Step 1
A pop-up window will appear, allowing you to enter the details of your project. Select the relevant client for the project under the Client field. After entering all the other necessary details/settings, hit Save to create the new project.
How to add clients to existing projects
Step 1
Select Project management > Projects from the main navigation menu.
For the project you want to add the client for, click Actions and Edit project .
Step 2
A pop-up window will appear, allowing you to edit details of your project. Select or change the relevant client for the project under the Client field and hit Save to update the changes.
If you’d like to limit the client’s view so that they can only monitor certain projects, please refer to our helpful guide here