TaskOPad - Mobile Guide
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  • Guides
    • Sign up - Log In Process
    • Organization Setup Process:
    • Master Setup Creation Process:
      • Manage Status
      • Manage Service
      • Manage Role
      • Manage Client
      • Manage Members
  • Fundamentals
    • Task
      • Task Creation Process
        • Create a Task
        • Create Recurring Task
        • Stop Recurring Task
        • Create a Subtask
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        • Task Status
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        • Bulk Edit , Delete & Recycle Bin Process
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    • Project
      • Project Creation Process
        • Create Project
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    • Discussion
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      • Enable Time Sheet
      • Adding Estimated Hours
      • Actual Hours Entry in Task
      • Actual Hours Entry in Timesheet
      • Submitting Timesheet Process
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  2. Master Setup Creation Process:

Manage Client

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Last updated 1 year ago

Client Creation: You need to add a new client from the right side top corner “Add New Client”. (Mandatory Fields are the Company Name and the Client Name)

Enter the basic details of your clients like Company Name, Client Name, E-mail, Phone number, and Address.