Create a new client

Adding a client is the first step in project management features. Once added, it's easy to establish project tasks. Follow the steps below.

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Note: Creating a new client is a key activity in utilizing project features at Sontre. This activity aims to integrate task management dashboards into your workspace.

  1. On workspace features, Click > "Projects" Button

  2. Click > icon "+" above of the primary container. This icon

  3. Complete all informations > start by input client name

Pop up create new client
  1. Once done filling out all informations > Click "Create New Client"

Now that you have a client, the next important step is to establish a new project under that client. To do so, please refer to the next article.

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