✔️
Available on
all subscriptions.
What | A centralized
view showing all
clients. Click an
individual client
to see in-depth
data (like
activity, project
health, and more)
related to that
client. TL;DR:
A simple and
organized
place to view
and manage
your
clients. |
Why |
|
Who |
|
When | If
you are a
client
services
company that
provides
client work,
you
can:
|
What | A centralized
view showing all
clients. Click an
individual client
to see in-depth
data (like
activity, project
health, and more)
related to that
client. TL;DR:
A simple and
organized
place to view
and manage
your
clients. |
Why |
|
Who |
|
When | If
you are a
client
services
company that
provides
client work,
you
can:
|
Before
you
start
Clients can be assigned a client owner. This
enables you to:
- Assign a main point of contact (ex. the
client's internal representative or
account manager).
- Give someone
access to the client’s Overview tab, which is a valuable resource for
keeping track of
high-level client data).
Companies
vs. clients
If
you’ve been with
Teamwork.com for a while
you might be familiar
with Companies and the
Companies view.
Clients are a new (and
old) way to manage the
external teams you
might be working with.
Clients stand in
anywhere that
Companies were used,
but you also get a lot
more from the Clients
view.
When you enable
Clients view:
- All
existing companies on your
Teamwork.com site are
called clients. This
is really just
a name
change.
- The Companies tab
is
replaced with a
Clients view. This
is more than a
name change — the Clients
view lists all
of your
clients, but
it also gives
you the option
to click any
client to get
an overview of
how work
related to
that client is
going. Learn more in
the “View an individual client”
section later on this
page.
Enable Clients
view
Enable Clients view for
better client
management and
insights.
📝 Reminder: Clients
view replaces Companies view.
This is a
site-wide change so everyone on
your account will see the
Clients view
instead of
Companies.
🔑
Site
administrators (in the
owner company) can manage
the Clients view setting
from site
settings.
- Click your profile
icon.
- Select Settings.
- Switch to the General tab.
- Scroll to Turn on Clients
view.
- Toggle the view on (or
off).
Create a
client
Add a
new client whenever you take on
project work from a new
company.
- Select Clients from
Teamwork.com's main navigation
menu.
- Click Add client in the view’s top right.
- Enter the client's details:
- Client name — this one's all that's
required.
- Website
- Email
- Phone number
- Logo - drag and drop (or browse a
local file) to add as the client's
image/logo.
- Click Add
client.
- Assign a client owner. The client owner
is
the person responsible for managing
the
relationship (or projects associated)
with
that client.
- Scroll to the newly created
client.
- Click the avatar icon in the
Owner column.
- Select an owner from the people
picker.
The client is created
with
the
chosen client owner.
Explore Clients
view
The Clients area lists all of
your site's existing clients with
individual property columns for details
such as client name, volume of tasks, task
completion %, client owner, and contact
details.
- Click properties such as owner or health to update the selected value.
- Click the chevron () on a client's left to expand and view the client's associated projects and their individual data.
- Hover over an individual project's budget to view the budget breakdown (total, used, remaining, dates).
Customize
columns
Choose which
columns to display and order them to best fit
your
needs.
- Select Clients from Teamwork's
main navigation menu.
- Click the plus icon (+) on the header row's right.
- Toggle on (or off) individual property
columns from the dropdown
menu. Active columns are listed
first, followed by available columns
including any existing client custom
fields.
- Drag and drop individual property columns within the dropdown to change the order.
💡 Custom
Fields
- Click Create custom
field at
the bottom of the dropdown to add a
new client
custom field, then choose
whether
you want to display it in Clients
view. Custom field creation
depends on your Teamwork.com subscription and
permissions.
- Hover over
an existing custom field in
the
dropdown and select
the pencil icon to edit
or
delete it.
Filter
Clients view
Use the Filter button
()
in the view's top right to
refine the clients you're
currently
viewing.
Property | Purpose |
---|---|
Owner | View clients assigned to
particular
client owners. |
Client | View clients with a
particular name. |
Tags | View clients with
specific tags applied to
them. |
Custom field filter | Refine which clients are
shown based on client custom
field values.
Click Add custom field
filter, then
select a custom field and set
its filter criteria. |
Active projects | View only clients with
active
projects (i.e projects
that
haven't been
completed) |
Property | Purpose |
---|---|
Owner | View clients assigned to
particular
client owners. |
Client | View clients with a
particular name. |
Tags | View clients with
specific tags applied to
them. |
Custom field filter | Refine which clients are
shown based on client custom
field values.
Click Add custom field
filter, then
select a custom field and set
its filter
criteria. |
Active projects | View only clients with
active
projects (i.e projects
that
haven't been
completed) |
Manage
active filters
When filters are active, a
count
is displayed on
the Filter button.
- Clear all
current filters: Click
the X on
the Filter button
to clear the current
filter
selection.
- Clear a
filter
option: Click
the Filter button,
then select
the X beside
one of the selected
filters.
- Save: Click
the Filter button,
then
click Save
filter.
- Saved
filters: Click
the Filter button,
then
select Saved
filters to
view your saved
filters.
Export
Export data from Clients
view.
💡 Filter
the view first to
export a
customized
clients list.
- Select Clients from
Teamwork.com's
main navigation menu.
- Click the download
arrow ()
in the
view's top right.
- Select an export type:
- PDF
- CSV
- Excel
- Google Sheets (Grow and Scale subscriptions)
The export is downloaded to
your device.
View an individual
client
Dive
into the
details on a client by client basis
from
the
individual client view.
- Select Clients from
Teamwork.com's
main navigation menu.
- Search for and select a
client.
- Switch between the client's subsections (outlined in the table below).
Area | Purpose
and
options |
---|---|
Overview | A
dashboard
displaying the
client's
project
data in a
series
of
widgets. 📝 The
range of
widgets
available to
you depend on
your
Teamwork.com
subscription. |
Activity | A
chronological
newsfeed
of
the
activities
related
to
a
client’s
projects.
Filter
activity
by:
|
Projects | Shows
all
projects
associated
with
the
client
in
a
list
or
grid
view,
along
with
sort
and
filter
options. Pro
tip:
You
can
also
filter
for
projects
starting
with
a
particular
letter. |
Time | A graph
showing
how
much
time
a
user
logged
each
day
that
month.
Use
the
arrows
next
to
the
month
to
switch
months.
|
Tickets | A list
of tickets associated with the client, submitted through Teamwork Desk. |
People | A list
of
users
added
to
that
client
company.
People
can
be
viewed
in
list,
grid
or
table
view.
|
Area | Purpose
and
options |
---|---|
Overview | A
dashboard
displaying the
client's
project
data in a
series
of
widgets. 📝 The
range of
widgets
available to
you depend on
your
Teamwork.com
subscription. |
Activity | A
chronological
newsfeed
of
the
activities
related
to
a
client’s
projects.
Filter
activity
by:
|
Projects | Shows
all
projects
associated
with
the
client
in
a
list
or
grid
view,
along
with
sort
and
filter
options. Pro
tip:
You
can
also
filter
for
projects
starting
with
a
particular
letter. |
Time | A graph
showing
how
much
time
a
user
logged
each
day
that
month.
Use
the
arrows
next
to
the
month
to
switch
months.
|
Tickets | A list
of tickets associated with the client, submitted through Teamwork Desk. |
People | A list
of
users
added
to
that
client
company.
People
can
be
viewed
in
list,
grid
or
table
view.
|