What is a Client?
A Client in TCB represents one of your customers or companies you work with. All your projects and documents are organized under a client, so it's the first thing you need to create before starting any work.
How to create a Client
Go to the Clients section in the sidebar.
Click New Client.
Fill in the client's name and any relevant details (email, company, notes).
Click Save.
Your client is now ready. You can create a Project under them right away.
What can I add to a Client?
Name and contact information
Company or brand name
Internal notes
Multiple projects
Next step
Once your client is created, read Create your first Project to start organizing your work.