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AllTask
Clientshow toFor admin · manager · team-member · Updated 2026-09-16

Adding a Client

Create a client record in AllTask so you can start tracking projects, invoices and communications with them.

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The client record stores the company details used across projects, estimates, invoices and communications, plus an optional primary contact.

  1. 1Add a client

    1. 1.Open Clients from the main menu.
    2. 2.Select Add Client (top-right of the screen).
    3. 3.Enter the client company name and contact details.
    4. 4.Optionally add a primary contact person.
    5. 5.Save the record.
    Tip: You can attach files and notes after saving.
    Warning: Contact details that appear on invoices are taken from the client record, so keep them accurate.
    Result: The client appears in the Clients list and can be linked to projects and invoices.

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