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Organize projects by client
I would like to set this up to put multiple projects under each client name -- any way to do this?
I’m undecided
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Inappropriate?The easiest way is to use the Tagging function. If you go to the main Projects navigation in the top bar, you will see your projects listed in the left column. Select one, and in the data pane to the right, you will see "Tags:" below the project name. Click that and you can create tags for the project. Tags are like folders with the unique characteristic of the ability to assign multiple "folders' or tags. For instance, you could assign tags for Client Name and perhaps Litigation. You would then be able to use the filtering drop down box in the upper left hand corner of the Projects list and filter them by either.
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So the tag would be the name of my client (i.e. not "Client") if I want to sort by client name? -
Inappropriate?That is correct. You can type anything for the tag name. In this case you would enter tags named for your clients and then you can assign multiple projects to each tag.
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this answers the question
EMPLOYEE