What is a Client?
A Client in TCB represents one of your customers or companies you work with. Clients are the top level of your work structure — Projects are linked to Clients, and Documents are linked to both. A Client can exist on its own without any Projects or Documents attached.
How to create a Client
You can create a Client from three different places:
Clients listing — click New Client from the Clients screen in the sidebar.
During project creation — when creating a new Project, you can add a new Client on the spot.
During document creation — when creating a new Document, you can create a new Client inline if one doesn't exist yet.
In all cases, you'll need to:
Fill in the client's name and any relevant details (email, company, notes).
Click Save.
What can I add to a Client?
Name and contact information
Company or brand name
Internal notes
Multiple projects
How Clients connect to the rest of TCB
A Client doesn't need a Project or Document to be created — it can stand alone.
A Project must be linked to a Client.
A Document must be linked to a Project — and because of that, to a Client as well.
Next step
Once you have a Client, you can create a Project under it or go straight to creating a Document — TCB will guide you through linking everything in the flow.