What
Use Clients view to create, organize, and manage client companies in Teamwork.com.
Why
  • Keep client companies, contacts, projects, and financial context organized in one place.
  • View client-specific work and details without switching between individual projects.
  • Support client billing, currencies, and finance workflows from a consistent client record.
Who
  • Site admins can enable Clients view and manage client companies.
  • Standard users with permission to manage people, roles, skills and companies can create and manage client companies.
When
  • When your organization manages work, billing, reporting, or relationships by client company.
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On this page

Before you start

  • Clients view must be enabled: Clients view is available when the feature is turned on in your site settings.
  • Client companies are separate from projects: A client can be associated with one or more projects, giving you a centralized place to manage client-level information.
  • Client currency may be locked: If multi-currency is enabled, the currency selected for a client is locked after the client is created.

How clients work

Clients help you group work, people, and financial context by company. A client record can contain company details, associated contacts, linked projects, notes, and finance-related information such as currency and client-specific rates.
Client companies 🏢
Represent the external or internal organizations you work with. Client companies can be linked to projects and used for reporting and financial context.
Client contacts 👤
Represent individual people associated with a client company. Contacts help you keep client stakeholders organized.
Client currency 💱
Used for client financial data when multi-currency is enabled, including quotes, budgets, invoices, billable rates, and cost rates.
Client-specific pricing 💲
Use Client Role Rates to apply negotiated role-based pricing across work for a specific client.

Enable Clients view

Enable Clients view from your site settings to add the Clients area to your navigation and start managing client companies centrally.

  1. Click your profile icon in Teamwork.com's main navigation menu.
  2. Select Settings.
  3. Switch to the Settings tab.
  4. Scroll to Turn on Clients view and toggle the option on.
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Create a client

Create a client company when you need to group work, projects, people, or finance information under a specific client record.

  1. Select Clients in Teamwork.com's main navigation menu.
  2. Click Add client.
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  3. Enter the client's company details.
  4. If multi-currency is enabled, select the appropriate client currency. This cannot be changed later.
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  5. Add any relevant contact, address, or profile information.
  6. Click Add client.


Client currency

If multi-currency is enabled on your site, each client has a single currency. The selected currency is used for the client's financial data, including quotes, budgets, invoices, billable rates, and cost rates.
One currency per client
A client's currency cannot be changed after the client is created. To use a different currency for future work, create a new client in the correct currency and move future work there.
📚
Need to manage client currencies across your site? See the multi-currency article.

Manage clients

Use Clients view to review, filter, and export client information across your site.

View clients

Open Clients from the main navigation menu to view your client companies. From the list, you can review key client information and open an individual client record.

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Filter clients

Use filters to narrow the Clients view and find specific client companies based on the available client fields.

  1. Click Filter in the view's top right.
  2. Select the criteria you want to apply.
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Export clients

Export the Clients view when you need a copy of client information outside Teamwork.com.

  1. Open Clients from the main navigation menu.
  2. Apply any filters you want included in the export.
  3. Click the three dots in the view's top right.
  4. Hover over Export, then select your preferred format.
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View client details

Open an individual client record to review and manage client-specific information.
  • Essentials: Review core client information and associated client contacts.
  • Account: Review account-related client information.
  • Details: Store additional client details and organization-specific information.
  • Address: Add or review the client's address information.
  • Profile: Review profile information associated with the client.
  • Notes: Capture internal notes about the client.
  • Social: Store social or web information for the client.
  • Localization: Review localization details for the client, where available.
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Some finance settings are configured from or associated with client records, but are documented in the Finance area because they affect billing, rates, or currency behaviour.
Multi-Currency
Enable and manage multiple currencies across clients, projects, user rates, and reporting.
Client Role Rates
Apply negotiated role-based pricing across projects for a specific client.
Exchange Rates
Understand how Teamwork.com uses market and custom exchange rates for currency conversion.

Best practices

  • Use client companies consistently: Create client companies for organizations you need to track, report on, or bill separately.
  • Choose client currency carefully: If multi-currency is enabled, confirm the client currency before creating the client.
  • Keep client details current: Review client records regularly so contact, address, and profile information stays accurate.
  • Use finance-specific articles for rates: Refer to Client Role Rates, Multi-Currency, and Exchange Rates for detailed finance configuration.