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Creating and Editing Clients

Clients are individuals or organizations for whom you perform work. Rize allows you to assign your tracked time and projects to specific clients, giving you clearer insights into how much time is dedicated to each one.

Creating a New Client​

Creating a Client on the Home Tab​

On the Home tab, new clients can be created using the "Add Client Entry" workflow.

  1. Drag and drop on the Entries timeline.
  2. Select "Add Client Entry."
  3. From the "Select a client" dropdown, use the "Create a new client" action or simply type the name of a new client.
Screenshot showing how to add a new client from the Home tab

Creating a Client on the Clients Tab​

On the Clients tab, clients can be created in two ways:

  • From Clients > All Clients, click the "New Client" button.
  • From Clients > Reports, use the "Create a new client" action under the "Select a client" dropdown.
Screenshot showing how to create a new client from the All Clients page Screenshot showing how to create a new client from the Client Reports page

Editing a Client​

Editing a Client on the Home Tab​

On the Home tab, clients can be edited directly from a Client Entry.

  1. Click a Client Entry on your Entry timeline.
  2. Select "Edit Client" to open the Edit Client modal.
Screenshot showing how to edit a client from the Home tab

Editing a Client on the Clients Tab​

Clients can also be edited from the Clients tab.

  • From Clients > Overview, click the "Edit Client" icon.
  • From Clients > All Clients, use the "Edit" action from the Client table.
Screenshot showing how to edit a client from the Client Overview page Screenshot showing how to edit a client from the All Clients page