Clients help you get a better overview of who your projects are for.
Key benefits and use cases
Faster project overview by assigning projects to a client and displaying that client across projects
Quickly find and distinguish projects when the client is shown
Cross-project evaluations and settlements at the client level
The Clients overview
You can find all clients stored in the main menu Clients.
The overview is similar to the project or user overview and supports the same search and filtering.
Download client data using the download button at the top right of the client list
Open a client’s details
Click a client name to open their details. You’ll see:
Contact information stored for that client
Active projects for that client
Tracked times for that client
View a client’s projects
Open the Projects tab to see all projects for that client, including active and closed ones.
Check out this article for details on the project list and timeline view, as well as the available grouping, sorting, filtering, searching and exporting options.
View a client’s tracked time
Open the Times tab to see all time entries recorded for that client.
Above the list, you’ll see a breakdown of the client’s time by:
Total tracked time split into billable and non-billable
Budget (project budget and recorded time), with the option to adjust the project budget via the blue Edit button
Ready to invoice showing time to be billed and already billed time
Tracked vs. planned comparing recorded time vs. total planned effort of all tasks
Use the bar chart in Times
The bar chart helps you see how tracked time is distributed across different groupings.
Hover over bars to see more details based on your selected grouping
Select a time frame such as day, week, month, quarter, year, or all time
You can group by:
Project
User
How to create a new client
There are several ways to create a new client in awork:
Main menu (+) by hovering over Clients and clicking the small blue + button next to it (You may have to click Show more to display the menu item Clients)
Go to Clients overview via Main menu > Clients and click the blue + Client button in the upper left corner
Use the shortcut C to create a new client
Click the purple action button in the top right corner of the header and select New Client
After creating a client, you are not automatically redirected. You’ll see a confirmation popup, and clicking it takes you to the client details.
What client information you can define
For each client, you can store:
Name displayed across projects (including whether you include the company suffix like GmbH, AG, LLC)
Logo/Image to visually identify clients and projects faster
Industry shown only in the client profile (free text)
Tags to label and filter clients more easily (for example, important or large clients)
Contact data as a team reference for how to get in touch, with flexible fields
How to add a contact person name (workaround)
You can’t define full contact persons for clients in awork. awork is not focused on being a CRM and is designed for project management and time tracking.
However: You can store a contact person name as a custom contact field.
Open the details of your client
Click the action button in the upper right corner and select Edit
Open the Contact tab and add a new field in the last section Others
Set the Custom Label (for example, “Contact person”) and enter the name in Value
Click Save
The new field appears in the client details under the contact data.
Best practices
Add a logo so projects are easier to recognize at a glance
Use tags to filter clients quickly (for example, important or large clients)
Use the Projects and Times tabs of a client to review active projects and tracked time in one place
FAQs
Where can I find the Clients overview?
Where can I find the Clients overview?
Open the main menu and click Clients.
Is there an easy way to see all of a client’s projects?
Is there an easy way to see all of a client’s projects?
Yes. In the client details, the Projects tab shows an overview of all projects for that client. You can also filter for all projects of a client in the project overview via the filter icon, or use the search bar to quickly find a client’s projects.
Can I change the client of a project?
Can I change the client of a project?
Yes. In the project details, click the name of the current client and select another client or none.
Can I define contact persons for clients?
Can I define contact persons for clients?
No. You can’t define full contact persons for clients in awork because awork is not focused on being a CRM. However, you can add a contact person name by editing the client and adding a custom field under Contact in the Others section.