Clients

Categorize Projects by Client in the workspace.

Organizing your Projects by grouping them under Clients will make it easier to find ongoing projects in the left-hand side bar and to quickly navigate to the Project you are looking for. You can conveniently expand and collapse the list a Projects under a Client by clicking on the Client name. Storing Projects in Client folders will keep the left-hand side panel neat and organized. Clients appear in alphabetical order.

Clients are available on paid subscription plans only.

How to create a Client:

  1. Click on the + icon next to Clients
  2. Type in the Client name and hit Enter

How to add Projects under a Client:

  1. Hover on the Client and click on the three-dot menu on the right
  2. Choose '+Add project'

To add an existing Project under the Client choose a Project from the drop-down menu. To create a new Project type in a Project name and click on 'Add "Project name" project'. 

You can also hover on Project that’s already in use, click on three-dot menu and choose ‘Move to client’. 

How to hide and show Projects under a Client:

Click on a Client to expand and collapse the list of Projects.

How to archive a Client:

  1. Hover on the Client and click on three dot menu
  2. Choose ‘Archive'

Archiving a Client will also archive all Projects under the Client. When restoring a Client, all Projects under the Client will be restored too.

How to delete a Client:

  1. Hover on the Client and click on three dot menu
  2. Choose ‘Delete’
Deleting a Client is final and cannot be undone. The Projects under the Client will be moved to a list of Projects with no Client and will not be deleted. If you want to keep the historical data in tact, consider archiving the Client instead. 

How to rearrange the data in your workspace if you have been using a workaround for Clients in the past?

Before Clients were introduced to Toggl Plan, you may have been naming either Projects or Project Timeline Segments as Clients to structure your workspace. To make the move to new Clients feature easier for you, please see how to move your data around in the most convenient way.

I have named Projects as Clients and used Segments to separate projects for the same Client
  1. Create a new Client
  2. How many Segments/Projects do you have? Duplicate the original Project accordingly. Make sure to choose option 'Duplicate Segments and Projects' every time!
  3. Rename the duplicated Projects to match your Project names
  4. Add them under the new Client
  5. Delete unnecessary Segments with Tasks from each Project
I have named Projects Projects and added different Clients as Segments to the Project
  1. Create new Clients according to the Segments
  2. How many Segments? Duplicate the Project accordingly. Make sure to choose option 'Duplicate Segments and Projects' every time!
  3. Add Projects to Clients
  4. Rename Projects
  5. Remove the unnecessary Segments with Tasks from each Project

Do you still have questions about Clients? Contact us at support@plan.toggl.com.