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6. Clients

6. Clients

Adding Clients

Clients can be added from the Clients tab.

Click New Client, enter their name, company details, and optional notes.

Managing Clients

Edit or delete client info anytime by clicking the menu icon next to a client’s name.

You can sort or filter the table to keep things organised.

Associating Clients with Projects

When creating or editing a project, use the Client dropdown to link it to an existing client record.

This helps you quickly see which projects belong to which client.

đź’ˇ Note: In this version of Floqu, clients cannot view project boards.

Collaboration features for clients are planned for future releases.

Up next:

7. Account & Settings

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