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Only App Admins or Client Admins can create or update client profiles. To grant these permissions, please visit here.
A Client Profile in TeamBoard TimePlanner allows you to manage essential client information and track the projects associated with each client efficiently.
How to Create a New Client:
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From the left sidebar, click the Clients tab to access the client management page.
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On the Clients page, click
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In the form, enter the following information for the new client:
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Name: Enter the client’s name or the company name.
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Email: Enter the client’s email address.
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Phone Number: Provide the client's contact number (either mobile or office).
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Address: Input the client’s physical or mailing address.
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Description: Add any additional notes or relevant information about the client (optional).
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Link Projects: Don’t forget to link any projects associated with this client to keep everything organized.
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Once the information is entered, click
👉 After creating the profile, you can view it in either List View or Grid View.
