Managing Clients and Projects

Managing Clients and Projects

Really Focus provides comprehensive tools to manage your clients and their associated projects, keeping all your work organized in one place.

Setting Up Client Profiles

To add a new client:

1. Navigate to the Clients section in the sidebar
2. Click Add New Client
3. Enter the client's details including:
   • Name and company
   • Contact information
   • Notes about the relationship
   • Client logo (optional)

Creating Projects

For each client, you can create multiple projects:

1. Go to the client's profile page
2. Click New Project
3. Enter project details:
   • Project name
   • Description
   • Start and end dates (optional)
   • Project status

Organizing Tasks by Project

When creating tasks, you can associate them with specific projects:

1. Create a new task (either from the Day Planner or Projects section)
2. Select the associated project from the dropdown
3. Add task details including deadline, priority, and description

This makes it easy to track all work related to a specific project.

Client Communication History

Really Focus helps you maintain a complete history of client communications:

• Email integration shows all emails with that client
• Meeting notes can be attached to client profiles
• Task history shows what you've completed for each client

Client Dashboards

Each client has a dashboard showing:

• Active projects and their status
• Upcoming deadlines
• Recent communications
• Outstanding tasks

Reporting for Clients

Generate reports to track work done for specific clients:

1. Go to the client's profile
2. Click Generate Report
3. Select the date range and information to include
4. Download or share the report

This is particularly useful for billing or review meetings.

Team Collaboration on Client Work

If you work with a team:

• Assign team members to specific clients
• Set permissions for who can view or edit client information
• Collaborate on client tasks with shared visibility