--- title: "Clients and projects: how to set everything up correctly?" description: Do you work for different clients and on different projects? See how to keep everything neatly recorded.👇 --- [Skip to content](https://knowledgebase.sloneek.com/migration/hc/clients-and-projects-how-to-set-everything-up-correctly#main-content) English Show submenu for translations ![sloneek-logo-hor-color01-R-1.svg\]](https://knowledgebase.sloneek.com/hubfs/sloneek-logo-hor-color01-R-1.svg) - Home - Products - Pricing - Blog - Company Open main navigation Close main navigation - Home - Products - Pricing - Blog - Company - English Show submenu for translations - sloneek.com sloneek.com Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [HELP CENTER](https://knowledgebase.sloneek.com/migration/hc?hsLang=en) 2. [Activities & Timetracking](https://knowledgebase.sloneek.com/migration/hc/activities-timetracking?hsLang=en) 3. [What the account Administrator needs to know](https://knowledgebase.sloneek.com/migration/hc/activities-timetracking?hsLang=en#what-the-account-administrator-needs-to-know) # Clients and projects: how to set everything up correctly? ## Do you work for different clients and on different projects? See how to keep everything neatly recorded.👇 **Content:** | [Set up clients](https://knowledgebase.sloneek.com/migration/hc/clients-and-projects-how-to-set-everything-up-correctly#clients) | [Assign work activities to users](https://knowledgebase.sloneek.com/migration/hc/clients-and-projects-how-to-set-everything-up-correctly#aktivity) | [Reporting](https://knowledgebase.sloneek.com/migration/hc/clients-and-projects-how-to-set-everything-up-correctly#reporty) | | --- | --- | --- | | [Set up projects](https://knowledgebase.sloneek.com/migration/hc/clients-and-projects-how-to-set-everything-up-correctly#projekty) | [How to record everything as a user](https://knowledgebase.sloneek.com/migration/hc/clients-and-projects-how-to-set-everything-up-correctly#uzivatel) | [Project manager role](https://knowledgebase.sloneek.com/migration/hc/clients-and-projects-how-to-set-everything-up-correctly#project-manager-role) | #### Creating clients and pairing them to users It all starts in the **Company / Clients and projects** section, where you define your own clients (customers) that you work for. For each client, you have the option to specify a few basic and additional parameters that you need to record. If you still miss some data, you can easily add it to the client by creating a **custom field**.  The key is then to **assign the users** who work for the client from the list to the client you created: ![Snímek obrazovky 2023-10-28 v 19.45.47](https://knowledgebase.sloneek.com/hs-fs/hubfs/Sn%C3%ADmek%20obrazovky%202023-10-28%20v%2019.45.47.png?width=688&height=410&name=Sn%C3%ADmek%20obrazovky%202023-10-28%20v%2019.45.47.png) #### Creating projects and pairing them to clients In the next step, you can create individual projects that you process for clients. You can find this option in the **Company / Clients and projects** section. Again, you can provide each project with the necessary information, the important thing being to **pair the project to a specific client:** ![Snímek obrazovky 2023-10-28 v 19.54.21](https://knowledgebase.sloneek.com/hs-fs/hubfs/Sn%C3%ADmek%20obrazovky%202023-10-28%20v%2019.54.21.png?width=688&height=410&name=Sn%C3%ADmek%20obrazovky%202023-10-28%20v%2019.54.21.png) #### Project manager role Each project can be assigned one or more **Project Managers**. You assign this role to a user in the project details. A Project Manager has permission to see all activities related to a specific project (reported to the project). He can **approve the reported activities**. If they are **not approved**, they will **not be entered into the reports**. Approval is done in the same way as for team managers in the **Approval** menu tab.  **The Project Manager does not have different permissions than the [Team Manager](https://knowledgebase.sloneek.com/hc/user-roles?hsLang=en)**. He can only approve activities reported in projects in which he is marked as Project Manager. #### Assign work activities to users Once you have created clients and projects, all you have to do is create specific work activities (e.g. programming) and **allow selected users to record them**. In the **Settings / Activities** section, you can create a variety of different work activities, including their detailed descriptions. Once you have saved the new activity, you can enable it below the page for the selected users to see it in the menu: ![Snímek obrazovky 2023-10-28 v 19.48.46](https://knowledgebase.sloneek.com/hs-fs/hubfs/Sn%C3%ADmek%20obrazovky%202023-10-28%20v%2019.48.46.png?width=688&height=410&name=Sn%C3%ADmek%20obrazovky%202023-10-28%20v%2019.48.46.png) #### Activity categories If you would like to go one step further, you can sort all work activities into **logical categories** to further refine your reports. For example, the activity Creating mock-ups and the activity Banners can be grouped into the category Web graphics. You can create your own categories in the **Settings / Activity categories** section. #### How to record everything from the user's perspective? Now let\`s have a look at the crucial part, i.e. recording the specific work activity that the user has performed within the project for one of the clients. Everything is very easy: 1. The user clicks on the **New Activity** button from their desktop or calendar. 2. A dialog box opens, in which the user first select which **client** they did the work for. 3. Depending on this, they will only see the **projects** that are related to the client. 4. Then the user selects which **activity** they have performed (e.g. mock-ups) or add the **activity category**. 5. All that remains is to enter the **time range** and save. ![Snímek obrazovky 2023-02-01 v 9.57.53](https://knowledgebase.sloneek.com/hs-fs/hubfs/Knowledge%20Base/Release%20log/Badges/Sn%C3%ADmek%20obrazovky%202023-02-01%20v%209.57.53.png?width=688&height=412&name=Sn%C3%ADmek%20obrazovky%202023-02-01%20v%209.57.53.png)  If a client has **at least one active project** paired to it and the user selects the client from the menu when inserting a new activity, then entering the **project is a required field**. If there is no active project paired to the client, there is no need to select a project.  #### Reporting for clients and projects Summaries of all recorded activities and work for your clients are at your fingertips at any time. Simply go to the **Reports & Exports** section and open the **Overview of activities** report under the Activities tab.  Then click **Columns** **in the right sidebar** and create a simple contingency table where you can drag and drop items into the **Row groups**: - Client - Project - Activity Name and you may drag an item into the **Values**: - Duration This will allow you to **group all activities recorded for individual clients and projects into logical units**. At the same time, you can also easily see how much work all your team members have done on a particular project or client. ![Snímek obrazovky 2023-10-28 v 19.52.41](https://knowledgebase.sloneek.com/hs-fs/hubfs/Sn%C3%ADmek%20obrazovky%202023-10-28%20v%2019.52.41.png?width=688&height=410&name=Sn%C3%ADmek%20obrazovky%202023-10-28%20v%2019.52.41.png)     - [First steps](https://knowledgebase.sloneek.com/migration/hc/first-steps?hsLang=en#main-content) - [What each User needs to know](https://knowledgebase.sloneek.com/migration/hc/first-steps?hsLang=en#what-each-user-needs-to-know) - [What the team Manager needs to know](https://knowledgebase.sloneek.com/migration/hc/first-steps?hsLang=en#what-the-team-manager-needs-to-know) - [What the account Administrator needs to know](https://knowledgebase.sloneek.com/migration/hc/first-steps?hsLang=en#what-the-account-administrator-needs-to-know) - [User settings and management](https://knowledgebase.sloneek.com/migration/hc/user-settings-and-management?hsLang=en#main-content) - 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