Client management is essential for freelancers and small businesses, as strong relationships drive success. Mr Tasks offers a robust client management feature to help you organize client details, link them to tasks, and streamline communication. This guide shows you how to use Mr Tasks to manage clients effectively. 🤝
Keeping client information organized ensures smooth project delivery and timely follow-ups. Mr Tasks’ client management tools centralize data like emails, phone numbers, and tax IDs, making it easy to access details when you need them. This saves time and enhances professionalism.
Navigate to the clients page in Mr Tasks. Click “Add Client” to open a form. Enter the client’s name (required), email, phone, address, and tax ID (optional). The form validates email and phone formats to ensure accuracy. Once saved, the client appears in the table, ready to be linked to tasks. ✅
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Client details may change over time. In the clients table, click the edit icon next to a client to open a modal form. Update fields like email, phone, or address as needed. The form retains existing data, so you only need to modify what’s changed. Save to update the client’s record instantly.
Associate clients with tasks to track project-specific work. When creating or editing a task in the dashboard, select a client from the dropdown. This links the task to the client’s profile, making it easy to filter tasks by client on the tasks page or generate client-specific invoices.
- Search Clients Quickly: Use the search bar on the clients page to find clients by name.
- Keep Data Updated: Regularly update client details to ensure accurate invoicing and communication.
- Use Pagination: For many clients, adjust the page size (5, 10, 20, 50) to navigate the table efficiently.
- Leverage Mobile View: The responsive card layout on mobile (≤912px) makes client management easy on the go.
Mr Tasks’ client management feature simplifies how you organize and interact with clients. By adding, editing, and linking clients to tasks, you can stay organized and professional. The responsive design and search functionality make it a breeze to manage clients from any device. 🤝
Ready to streamline client management? Sign up for Mr Tasks and build stronger client relationships today!