Clients and projects

A client groups projects; a task always belongs to a project.

Clients are managed from Clients, projects from Projects. A client has a name, a logo — shown on the PDF reports that concern it — its legal details and a default day rate.

A project is created with its client: pick an existing one, create it on the fly, or tick Internal project for a project with no client (training, pre-sales…). A project carries:

• a name, a description and a color;
• an optional day rate, which replaces the client’s for this project.

The Projects page groups them by client, or as a list.

Deleting a project deletes its tasks. To keep it readable without counting it in your plan, archive it.