Projects & Clients
Projects & Clients
Setting up who you bill and what you're billing for.
Clients and projects are the two organising concepts everything else hangs off — time entries, invoices, estimates, and the kanban board all belong to a project, and every project belongs to a client.
- Creating a client
- Creating a project and billing methods
- Project teams — who can see and work on a project's board.
On the Free plan you're limited to 3 active projects and 3 clients; upgrading to Starter or above removes that cap. See Plans and pricing.