The Client Profile module in Taskip allows you to store and manage client information in a structured format. It helps you maintain organized records for communication, service delivery, and relationship management.
Purpose
- Store client contact details
- Associate clients with companies
- Organize clients using tags
- Enable communication and collaboration
- Invite clients to workspace access
Navigation Path
Go to:
Clients → Clients
From here, you will see:
- Clients list
- Companies section
Click Create Client to add a new client.
Create Client Form
Fill in the following details:
Basic Information
| Field | Required | Description |
|---|---|---|
| First Name | Yes | Client’s first name |
| Last Name | Yes | Client’s last name |
| Yes | Client’s email address |
Company Information
| Field | Required | Description |
|---|---|---|
| Company | No | Select an existing company |
Contact Information
| Field | Required | Description |
|---|---|---|
| Phone No | No | Client phone number |
Location Details
| Field | Required | Description |
|---|---|---|
| Country | No | Select country |
| State | No | Select state |
| City | No | Select city |
| Zip Code | No | Postal code |
Tags
| Field | Description |
|---|---|
| Tags | Assign labels to categorize clients |
Examples:
- VIP
- Lead
- Returning Client
- High Value
Description
Add additional notes or details about the client.
Example:
- Project requirements
- Communication preferences
- Important notes
Custom Fields
Custom Fields allow you to store additional data specific to your workflow.
Examples:
- Industry
- Budget
- Project Type
Invite Client to Workspace
| Option | Description |
|---|---|
| Enable Invite | Sends an invitation to the client |
Behavior
- Client receives an email invitation
- Can access workspace (based on permissions)
- Can view projects, orders, or communication
Actions
- Save – Create client profile
- Cancel – Discard changes
System Behavior
- Required fields must be completed before saving
- Email must be unique per client
- Client is added to Clients list after creation
- Tags and custom fields enhance filtering and segmentation
- Invited clients gain workspace access
Best Practices
- Always include accurate email and name
- Use tags for segmentation
- Link clients to companies when applicable
- Add descriptions for context
- Use custom fields for business-specific data
Summary
Creating a Client Profile in Taskip allows you to manage client information efficiently, organize contacts, and enable collaboration. It serves as the foundation for managing relationships, projects, and service delivery within your workspace.