What are Clients?
A client is anyone or any business for whom you’ll complete work. They provide a way to group projects under a single entity.
For most use cases, this will be an external business for which you are undertaking the project. However, some customers use clients for internal departments, or for different groups within their business; we have even had someone use airplane hangers as clients and planes as projects.
The choice is yours, and it can be anything that suits your requirements. It is simply an easy way to group, filter, and see project totals.
Client is a mandatory field in Runn. Each Project must be linked to one client.
Client Details
Field Name | Description/ Formatting Requirement |
Client Name (Required) |
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Client Website (Optional) |
|
External References (Required if you need to use the API or integrations, otherwise Optional) |
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Client Image (Optional) |
|
Add a New Client
From the Projects or People planner, click the New button
Select Client
Enter the client's name
Enter the client's website (optional)
Click the Create button
You can also add a client by clicking on the New Client button from Manage > Clients
Editing Client Details
Go to Manage > Clients
Click on the 3-dot icon next to the Client Name
Select Edit Details if you would like to edit the Client Details
Select Edit Image if you would like to add or update the Client Image
Archive/ Unarchive a Client
Archive a client if you no longer wish it to be selectable from the client dropdown menu when creating or editing a project.
Archive a Client
Go to Manage > Clients
Click on the 3-dot icon next to the Client Name
Select Archive
Unarchive a Client
Go to Manage > Clients
Switch to the "Archived" filter
Click on the 3 dots next to the client you wish to unarchive and select Unarchive
Delete a Client
You cannot delete a client with projects. You must first remove those projects from the client before deleting it. There’s no undo, so use this action with care.
Go to Manage > Clients
Click on the 3-dot icon next to the Client Name
Select Delete
Client Dashboard
Click the Client Name from the Clients list to access the client dashboard. Here, you'll get:
A snapshot of the key financial metrics for the next 4 weeks. It is a summary of all confirmed and active projects for a client.
A list of any active and archived projects for that client.
If in doubt, please contact our support team, either on chat from inside the app, or by emailing help@runn.io.
Still have questions? We're happy to help!