Managing Customers

Customers in awork give your projects instant context: you can see at a glance who they're assigned to.

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Key benefits and use cases

• Faster project overview by assigning projects to a customer and displaying that customer across all projects.
• Assign, find, and distinguish projects more quickly because the customer is directly visible
• Cross-project reporting at the customer level, for example for invoicing

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The customer overview

You can find all your customers in the Main Menu under the Workspace section, in Customers.

The overview is similar to the project or user overview. Here you can:

• Search: Find specific customers.
• Sort: By industry, name, projects, or location (ascending or descending).
• Filter: Choose which columns to display (industry, projects, location, tags).
• Export: Click the Action Button > Export in the top right of the overview to download your customer list.

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Opening customer details, projects, and time entries

A customer's details

Click on a customer's name to view the Customer Details. These include: Saved contact information, industry, and tags. In the top right area you'll find the Action Button, which offers you the following options: Edit, copy link, open in new tab, delete.

Below that you'll see a list of all active projects (yellow status type "Running") for that customer.

A customer's projects

Open the Projects tab in the header to see all projects for this customer, both active and completed ones.

Configure the view to your liking using the options in the top right.

• Sort by: Tasks, budget, created on, due date, progress, key, customer, name, start date, status, workflow
• Group by: Due week, due month, customer, status, status type, type, responsible, workflow
• Choose Displayed columns: awork automatically remembers your selection.
• Create a filter and save it or choose a saved filter. The filter bar can be toggled on or off using the filter button in the action bar (funnel icon).
• Search for projects using the search bar in the top left with the magnifying glass icon (next to the + Project button). The list is automatically filtered as you search. When you clear the search text, you'll return to your previous view.

Recorded time per customer

In the Time tab you'll find all recorded time for this customer.

• Total recorded time: broken down into billable and non-billable.
• Budget remaining: recorded time and project budget.
• Billable: time to be invoiced and already invoiced time.
• Actual vs. planned: recorded time compared to the sum of planned effort across all tasks.

Below the KPIs, the Time tab shows you all time recorded on projects for this customer. The bar chart visualizes the distribution of tracked time; hover over the bars for more information.

• Select a time period: day, week, month, quarter, year, entire time
• Group by: project, user, or depending on your selected time period by day, week, month, quarter, year.

Switch from Time to Plan vs. Actual to compare planned hours by project, lists, tasks, subtasks as well as recorded time and progress.

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How to create a new customer

You have several ways to create a new customer:

• Via the small + button in the main menu on the left, right next to Customers. This appears when you hover over the word Customers.
• In the Customer overview (Main Menu > Customers) using the + Customer button in the top left corner.
• Use the C keyboard shortcut
• Choose Add customer from the + button in the action bar at the bottom center.

What customer information you can save

For each customer you can maintain the following data:

• Name (displayed everywhere in projects; whether to include a legal designation like GmbH/AG is up to you)
• Logo/image (helps with quick visual identification of customers and projects)
• Industry (displayed only in the customer and can be freely described)
• Tags (for filtering, for example for particularly important or large customers)
• Contact details (flexible fields to store any number of contact information)

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Tips and best practices

• Add a logo/image if you want to quickly distinguish customers and projects visually

• Use tags to filter customers more quickly (for example "Key Account" or "Major Customer")

• Use a customer's Projects and Time tabs to see active projects and recorded time in one place.

• Workaround for adding contact persons

  You can't save full contact persons for customers in awork. The reason: awork isn't a CRM, but is designed for project management and time tracking.

  But: If you simply want to save a name as a contact person, you can add it as an additional field in the contact details.

  1. Open the Customer Details
  2. Click the Action Button in the top right and select Edit
  3. Switch to the Contact tab and add a new field in the final section Other
  4. Enter a custom label such as Contact Person and enter the name in the Value field
  5. Click Save

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FAQ

Where can I find all customers?

You can find all customers in the left menu under Customers.

Is there a simple way to see all projects for a customer?

Yes. In the Customer Details you'll find an overview of all projects in the Projects tab. Additionally, you can filter by a customer's projects in the project overview using the filter icon, or use the search function.

Can I change a project's customer?

Yes. In the project details you can click on the current customer's name and select a different customer or no customer.

Can I add contact persons to customers?

No. You can't create contact persons for customers in awork since awork wasn't designed as a CRM. If you just want to save a name, you can add a custom field (for example "Contact Person") in the customer details under Edit in the Contact tab in the Other section.