Clients View - Teamwork.com Support

✔️ 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	Monitor client projects, keeping clients at the heart of your workflows. Stay up to date on work happening across all projects for each client. Use data and widgets to pinpoint what needs to be actioned at the client-level.
Who	Site admins (in the owner company) can view the Clients view, create and manage all clients, and use the client Overview. Client owners can view the Clients area, manage their assigned clients, and use the client Overview (for those clients). Standard users (in the owner company) have automatic view-only access to Clients view. Standard users (in any client/company) with the profile permission: Manage people and companies (allows users to view and edit clients' data in Clients view)
When	If you are a client services company that provides client work, you can: Manage client work from one centralized place. View key client specific insights in real time.

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	Monitor client projects, keeping clients at the heart of your workflows. Stay up to date on work happening across all projects for each client. Use data and widgets to pinpoint what needs to be actioned at the client-level.
Who	Site admins (in the owner company) can view the Clients view, create and manage all clients, and use the client Overview. Client owners can view the Clients area, manage their assigned clients, and use the client Overview (for those clients). Standard users (in the owner company) have automatic view-only access to Clients view. Standard users (in any client/company) with the profile permission: Manage people and companies (allows users to view and edit clients' data in Clients view)
When	If you are a client services company that provides client work, you can: Manage client work from one centralized place. View key client specific insights in real time.

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

Try in-app

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: User Project Dates Starred projects Hide projects where I am an observer Show projects where I am a member.
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. Click an individual's name to go to their profile.
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. Use the quick search to search for a particular person or filter for people whose name starts with a specific character. Use sort options or filter by user type.

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: User Project Dates Starred projects Hide projects where I am an observer Show projects where I am a member.
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. Click an individual's name to go to their profile.
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. Use the quick search to search for a particular person or filter for people whose name starts with a specific character. Use sort options or filter by user type.

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