Clients & Projects

The Clients section helps you organize your work by client and project. Each client can have multiple projects, contracts, and billing information.

Managing Clients

Creating a Client

1. Go to Clients
2. Click “Add Client”
3. Enter the client name
4. Save to create the client

Client Details

Click on a client to view and edit their details:

• Name - The client’s business name
• Billing Address - Used on invoices
• Billing Email - Where invoices are sent
• Ticket URL Prefix - For linking tags to external issue trackers

Projects

Projects belong to clients and help organize your work further.

Creating a Project

1. From the Clients list, find the client
2. Click “Add Project”
3. Enter the project name
4. Save to create the project

Project Usage

Projects appear in:

• The activity project dropdown (grouped by client)
• Report filters for scoping data
• Phase configuration for billing specific work

Billing Information

Store billing details per client for use in invoices:

Billing Address

The client’s billing address appears on generated invoices. Enter the full address including:

• Company name (if different from client name)
• Street address
• City, state/province, postal code
• Country

Billing Email

The email address where invoices should be sent.

Ticket URL Prefix

Configure a URL prefix to link activity tags to your external issue tracker.

How It Works

1. Set the prefix (e.g., https://jira.company.com/browse/)
2. When exporting to HTML, tags become clickable links
3. A tag like PROJ-123 links to https://jira.company.com/browse/PROJ-123

Supported Systems

This works with any ticket system that uses URL-based issue linking:

• Jira (https://yourcompany.atlassian.net/browse/)
• GitHub Issues (https://github.com/org/repo/issues/)
• Linear (https://linear.app/yourteam/issue/)
• GitLab Issues (https://gitlab.com/org/repo/-/issues/)

Tag Categorization

For clients with diverse work types, enable tag categorization to group activities for invoicing.

Enabling Tag Categories

1. Open the client details
2. Enable “Tag Categorization”
3. Define your categories

Defining Categories

Each category has:

• Name - Internal reference (e.g., “Development”)
• Invoice Label - Text shown on invoices (e.g., “Software Development Services”)
• Tags - List of tags that belong to this category

You don’t need to define all categories and tags ahead of time. When tag categorization is enabled for a client, you’ll automatically be prompted to create new categories or link new tags when filling in each activity.

How It Works

When generating invoices for this client:

• Activity time is grouped by the categories that the activity is tagged with
• If an activity has tags in multiple categories, the time is evenly split between them
• Uncategorised activities are grouped into a default invoice entry, which can be defined on the client page

Example

Categories for a software consulting client:

Team Access

You can grant team members access to specific clients. See Team for details on inviting colleagues and assigning them to clients.