📄️ Add a Client
Clients in Workmax are used to manage your client information and track projects, tasks, and time entries associated with each client. You can create clients based on your organisation's clients, such as by client name, location, or project. To add a client in Workmax, follow these steps:
📄️ Edit a Client
To edit a client in Workmax, follow these steps:
📄️ Delete a Client
To delete a client in Workmax, follow these steps:
📄️ Add Team Members to a Client
To add team members to a client in Workmax, follow these steps:
📄️ Remove Team Members from a Client
To remove team members from a client in Workmax, follow these steps:
📄️ Add a Contact to a Client
To add contacts to a client in Workmax, follow these steps:
📄️ Remove Contact from a Client
To remove a contact from a client in Workmax, follow these steps: