Set Up Clients

📋 Launch in-app training

What happens next?

  1. 1. Teamwork.com will open in a new tab.

  2. 2. Follow the guided instructions — we’ll tell you exactly where to click and you’ll learn by doing.

  3. 3. That’s it!

Launch training
guide illustration

Course Description

Working with clients? Then you definitely don’t want to miss this course!

Dive into your centralized client hub and see how easy it is to keep track of all your client details, manage client projects, and get the big picture — all in one place. Talk about making client management efficient and organized.

By the end of this training, you'll:

  • Know how to add a client to your site

  • Be able to monitor client-level metrics to track client health

IS THIS TRAINING FOR YOU?

Take this training if...

  • Your team works on client projects

  • You want to keep all client information in one place

  • You want to know how to best manage clients

Don't take this training if...

  • You don't work with clients

  • You already know how to use the Clients view to effectively manage your clients

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