{"id":23284,"date":"2025-07-04T12:21:16","date_gmt":"2025-07-04T12:21:16","guid":{"rendered":"https:\/\/clockify.me\/help\/?p=23284"},"modified":"2026-02-09T13:07:11","modified_gmt":"2026-02-09T13:07:11","slug":"create-manage-projects-clients-on-workspace-level","status":"publish","type":"post","link":"https:\/\/clockify.me\/help\/getting-started\/getting-started-as-admin-and-workspace-owner\/create-manage-projects-clients-on-workspace-level","title":{"rendered":"Create &#038; manage projects &#038; clients on workspace level"},"content":{"rendered":"\n<p class=\"translation-block\">You can easily set up and manage projects and clients in Clockify to organize your team&#8217;s time, track project progress, and generate accurate reports.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Projects vs clients<\/h2>\n\n\n\n<p>Let\u2019s take a look at the table below to understand the relationship between projects and clients before you start creating them.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Item type<\/strong><\/td><td><strong>Description<\/strong><\/td><td><strong>Hierarchy<\/strong><\/td><\/tr><tr><td><strong>Projects<\/strong><\/td><td>Essential for categorizing and grouping time entries. They help you analyze time spent on different tasks and set estimates.<\/td><td>A project can only belong to one client.<\/td><\/tr><tr><td><strong>Clients<\/strong><\/td><td>The entities, individuals, or internal departments for whom you are doing work.<\/td><td>A client can have multiple projects linked to them.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"translation-block\"><strong>Project visibility:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><strong>Public:<\/strong> Visible to everyone in the workspace<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Private:<\/strong> Visible only to selected users who are assigned to the project<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Create a new project<\/h2>\n\n\n\n<p class=\"translation-block\">By default, only <strong>Admins<\/strong> can create projects. You can change this setting in <strong>Workspace settings<\/strong> to allow Project Managers or Anyone in the workspace to create projects.<\/p>\n\n\n\n<p>To create a new project:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Go to the <strong>Projects<\/strong> page<\/li>\n\n\n\n<li class=\"translation-block\">Click the <strong>Create new project<\/strong> button<\/li>\n\n\n\n<li class=\"translation-block\">Enter the <strong>Project name<\/strong><\/li>\n\n\n\n<li class=\"translation-block\">Select a client.<strong> <\/strong>If the client doesn&#8217;t exist, simply type the name and click <strong>Create client<\/strong> from the selection menu<\/li>\n\n\n\n<li class=\"translation-block\">Choose a <strong>Project color<\/strong> for visual distinction<\/li>\n\n\n\n<li class=\"translation-block\">Set <strong>Visibility<\/strong> (Public or Private)<\/li>\n\n\n\n<li class=\"translation-block\">Click <strong>Create<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"736\" height=\"364\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2025\/07\/Create-new-project-1.gif\" alt=\"\" class=\"wp-image-29605\"\/><\/figure>\n\n\n\n<p>You can also quickly create a new project directly from the Time Tracker page.<\/p>\n\n\n\n<p class=\"translation-block\">1. Click the <strong>+Project<\/strong> field while adding a time entry.<br>2. Start typing the project name<br>3. Expand the menu and click <strong>Create new project<\/strong> if it doesn\u2019t exist<br>4. Fill in the required details (client, visibility, color)<br>5. Click <strong>Create<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"736\" height=\"364\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2025\/07\/Create-project-in-time-tracker-1.gif\" alt=\"\" class=\"wp-image-29606\"\/><\/figure>\n\n\n\n<p class=\"note\">Use the keyboard shortcut Ctrl\/^ + Enter to save the new project.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Edit project details<\/h2>\n\n\n\n<p>You can edit a project&#8217;s core settings at any time:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Go to the <strong>Projects<\/strong> page<\/li>\n\n\n\n<li>Click on the project you want to edit<\/li>\n\n\n\n<li class=\"translation-block\">Switch to the <strong>Settings<\/strong> tab<\/li>\n\n\n\n<li class=\"translation-block\">Modify the <strong>Name<\/strong>, <strong>Client<\/strong>, and <strong>Project Color<\/strong><\/li>\n\n\n\n<li class=\"translation-block\">Update <strong>Project Status<\/strong> (e.g., In Progress, Completed)<\/li>\n\n\n\n<li class=\"translation-block\">Add <strong>Project Notes<\/strong> to provide context for your team (optional)<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Set project billable rates<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Go to the <strong>Projects<\/strong> page and click the project you want to update<\/li>\n\n\n\n<li class=\"translation-block\">Switch to the <strong>Settings<\/strong> tab<\/li>\n\n\n\n<li class=\"translation-block\">Set the default <strong>Billable rate<\/strong> for the project<\/li>\n<\/ol>\n\n\n\n<p class=\"tip translation-block\">If different team members need different rates on the same project, navigate to the <strong>Access<\/strong> section of the project to define specific rates per user.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"558\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2025\/07\/Set-project-billable-rate-1024x558.png\" alt=\"\" class=\"wp-image-29607\" style=\"width:681px;height:auto\" srcset=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2025\/07\/Set-project-billable-rate-1024x558.png 1024w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2025\/07\/Set-project-billable-rate-300x164.png 300w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2025\/07\/Set-project-billable-rate-768x419.png 768w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2025\/07\/Set-project-billable-rate-1536x837.png 1536w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2025\/07\/Set-project-billable-rate-18x10.png 18w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2025\/07\/Set-project-billable-rate.png 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Manage project access &amp; permissions<\/h2>\n\n\n\n<p class=\"translation-block\">You control which users can access a private project, modify tasks, and track time under it. You can also assign users as <strong>Project Managers<\/strong>.<\/p>\n\n\n\n<p class=\"translation-block\">To learn more about how to manage users on a project, refer to the <a href=\"https:\/\/clockify.me\/help\/projects\/managing-people-on-projects\"><strong>Manage people on projects<\/strong><\/a> help article.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Archive and restore projects<\/h2>\n\n\n\n<p>To keep your workspace clean, you can archive completed projects.<\/p>\n\n\n\n<p>To archive a project:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Go to the <strong>Projects<\/strong> page<\/li>\n\n\n\n<li>Click the three dots next to the project name<\/li>\n\n\n\n<li class=\"translation-block\">Select <strong>Archive<\/strong><\/li>\n\n\n\n<li class=\"translation-block\">Select or deselect <strong>Mark all tasks as done<\/strong><\/li>\n\n\n\n<li class=\"translation-block\">Click <strong>Archive<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"736\" height=\"364\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2025\/07\/Archive-a-project-1.gif\" alt=\"\" class=\"wp-image-29608\"\/><\/figure>\n\n\n\n<p>To restore an archived project:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Change the <strong>Active<\/strong> filter to <strong>Archived<\/strong> at the top of the <strong>Projects<\/strong> page<\/li>\n\n\n\n<li class=\"translation-block\">Click <strong>Apply filter<\/strong><\/li>\n\n\n\n<li class=\"translation-block\">Click the <strong>three dot icon<\/strong> next to the archived project name<\/li>\n\n\n\n<li class=\"translation-block\">Select <strong>Restore<\/strong><\/li>\n\n\n\n<li class=\"translation-block\">Click <strong>Restore <\/strong>in the confirmation window<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"736\" height=\"364\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2025\/07\/Restore-a-project.gif\" alt=\"\" class=\"wp-image-29609\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Delete projects<\/h2>\n\n\n\n<p class=\"note translation-block\">Projects must be <strong>Archived<\/strong> before they can be deleted.<\/p>\n\n\n\n<p>To delete a project:<br><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Go to the <strong>Projects<\/strong> page<\/li>\n\n\n\n<li class=\"translation-block\">Set the filter to <strong>Archived<\/strong><\/li>\n\n\n\n<li class=\"translation-block\">Click <strong>Apply filter<\/strong><\/li>\n\n\n\n<li class=\"translation-block\">Click the <strong>three dots icon<\/strong> next to the archived project name<\/li>\n\n\n\n<li class=\"translation-block\">Select <strong>Delete<\/strong><\/li>\n\n\n\n<li class=\"translation-block\">Type <strong>DELETE<\/strong> and click <strong>Delete<\/strong> to confirm the action<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"736\" height=\"364\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2025\/07\/Delete-a-project-1.gif\" alt=\"\" class=\"wp-image-29610\"\/><\/figure>\n\n\n\n<p class=\"note\">Deleting a project removes it from time entries, but the historical time data remains intact.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Merge&nbsp;projects<\/h2>\n\n\n\n<p>While you cannot directly merge two projects, you can reassign time entries:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Navigate to the <strong>Reports<\/strong> page<\/li>\n\n\n\n<li class=\"translation-block\">Select the <strong>Detailed<\/strong> report view<\/li>\n\n\n\n<li class=\"translation-block\">Filter by the target <strong>Project <\/strong>and click <strong>Apply Filter<\/strong><\/li>\n\n\n\n<li>Check the top-most box to select all displayed time entries<\/li>\n\n\n\n<li class=\"translation-block\">Click <strong>Bulk Edit<\/strong><\/li>\n\n\n\n<li>Select the new project for the merge<\/li>\n\n\n\n<li class=\"translation-block\">Click <strong>Save<\/strong><\/li>\n\n\n\n<li class=\"translation-block\"><strong>Archive<\/strong> and <strong>Delete<\/strong> the old project<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"736\" height=\"364\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2025\/07\/Merge-project.gif\" alt=\"\" class=\"wp-image-29611\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Advanced project management<\/h2>\n\n\n\n<p>Here are some advanced features for managing projects within the workspace, some of which are available with paid plans or specific user roles.<\/p>\n\n\n\n<figure class=\"wp-block-table translation-block\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Feature<\/strong><\/td><td><strong>Description<\/strong><\/td><\/tr><tr><td><strong>Bulk add and edit tasks<\/strong><\/td><td>Admins and owners can add or edit tasks across multiple projects at once using the bulk edit screen. This is useful for organizing large numbers of tasks.<\/td><\/tr><tr><td><strong>Create projects from templates<\/strong><\/td><td>Available with <a href=\"https:\/\/clockify.me\/pricing\">paid plans<\/a>, templates allow you to create new projects with pre-set settings (billable rates, tasks, estimates) to save time.<\/td><\/tr><tr><td><strong>Filter and sort projects<\/strong><\/td><td>Use the filters at the top of the Projects page to easily find what you need.&nbsp;<br><br><strong>Filter by:&nbsp;<\/strong><br>\u2022 Active status<br>\u2022 Client<br>\u2022 Project users<br>\u2022 Billability<br>\u2022 Name<br><br><strong>Sort by:<\/strong><br>\u2022 Name<br>\u2022 Client<br>\u2022 Status<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Create a new client<\/h2>\n\n\n\n<p class=\"translation-block\">By default, <strong>Admins and Owners<\/strong> can create clients.<\/p>\n\n\n\n<p class=\"translation-block\">If the setting <strong>Who can create projects and clients<\/strong> is set to <strong>Anyone<\/strong> in your Workspace settings, regular users can also create clients, but they will not have access to the <strong>Clients<\/strong> page.<\/p>\n\n\n\n<p>To create a new client:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Go to the <strong>Clients<\/strong> page<\/li>\n\n\n\n<li class=\"translation-block\">Enter the client&#8217;s name in the <strong>Add new client<\/strong> field<\/li>\n\n\n\n<li class=\"translation-block\">Click <strong>Add<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"736\" height=\"364\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2025\/07\/Create-client-1.gif\" alt=\"\" class=\"wp-image-29612\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Edit client information<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Go to the <strong>Clients<\/strong> page<\/li>\n\n\n\n<li class=\"translation-block\">Click the <strong>pen icon<\/strong> next to the client you want to edit<\/li>\n\n\n\n<li>Modify details such as:\n<ul class=\"wp-block-list\">\n<li>Client\u2019s name<\/li>\n\n\n\n<li>Client\u2019s email address<\/li>\n\n\n\n<li>Cc recipients<\/li>\n\n\n\n<li>Physical address<\/li>\n\n\n\n<li>Client notes<\/li>\n\n\n\n<li>Currency<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"736\" height=\"364\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2025\/07\/Edit-client-info.gif\" alt=\"\" class=\"wp-image-29613\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Archive a client<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Go to the <strong>Clients<\/strong> page<\/li>\n\n\n\n<li class=\"translation-block\">Click the <strong>three dot icon<\/strong> next to the client&#8217;s name<\/li>\n\n\n\n<li class=\"translation-block\">Choose <strong>Archive<\/strong> and confirm the action<\/li>\n\n\n\n<li class=\"translation-block\">Check the box for <strong>Also archive all Projects assigned to this Client<\/strong> (optional)<\/li>\n\n\n\n<li class=\"translation-block\">Click <strong>Archive<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"736\" height=\"364\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2025\/07\/Archive-a-client.gif\" alt=\"\" class=\"wp-image-29614\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Delete a client<\/h2>\n\n\n\n<p class=\"note translation-block\">Clients must be <strong>Archived<\/strong> before they can be deleted.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Go to the <strong>Clients<\/strong> page<\/li>\n\n\n\n<li class=\"translation-block\">Select <strong>Show Archived<\/strong> from the filter menu<\/li>\n\n\n\n<li class=\"translation-block\">Click the <strong>three-dot icon<\/strong> next to the archived client<\/li>\n\n\n\n<li class=\"translation-block\">Choose <strong>Delete<\/strong><\/li>\n\n\n\n<li class=\"translation-block\">Type <strong>DELETE<\/strong> and click <strong>Delete<\/strong> to confirm the action<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"736\" height=\"364\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2025\/07\/Delete-a-client.gif\" alt=\"\" class=\"wp-image-29615\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">FAQ<\/h2>\n\n\n\n<p class=\"translation-block\"><strong>How can I track time for a new project?<\/strong><strong><br><\/strong><strong><br><\/strong>Once the project is created, you can choose it when tracking time on Time tracker, Timesheet, and Calendar pages. If the project is set to private, only users assigned to it can select it.<br><br><strong>How can I track time for a client?<\/strong><strong><br><\/strong><br>To track time for a client, first create the client in the <strong>Clients<\/strong> page. Assign the client to a project. Make sure to select the project when tracking time to correctly attribute time entries to the client for reporting and invoicing.<\/p>\n\n\n\n<p><strong>Can I set up a client rate?<\/strong><br><br>While you cannot set a rate directly on a client profile, you can establish client-specific pricing by setting a billable rate at the project level. You do this by assigning a project to a client and defining the desired rate within that project&#8217;s settings.&nbsp;<\/p>\n\n\n\n<p class=\"translation-block\"><strong>Can I change which client a project is assigned to after it\u2019s been created?<\/strong><br><br>Yes, you can reassign a project by going to the <strong>Projects<\/strong> page, clicking on the specific project, and navigating to the <strong>Settings<\/strong> tab. From there, you can select a different client from the dropdown menu or create a new one, and the change will update across the workspace immediately.<\/p>\n\n\n\n<div class=\"wp-block-group related-articles\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<h3 class=\"wp-block-heading\" id=\"9-related-articles\">Related articles<\/h3>\n\n\n\n<ul class=\"wp-block-list related-articles-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/projects\/creating-projects\">Create projects &amp; clients<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/getting-started\/create-manage-projects-clients-for-your-team\">Create &amp; manage projects &amp; clients for your team<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/track-time-and-expenses\/categorizing-time-entries\">Time categorization &amp; tags<\/a><\/li>\n<\/ul>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"You can easily set up and manage projects and clients in Clockify to organize yo&#8230;","protected":false},"author":25,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_helpful_status":1,"_searchwp_excluded":"","footnotes":""},"categories":[82],"tags":[],"class_list":["post-23284","post","type-post","status-publish","format-standard","hentry","category-getting-started-as-admin-and-workspace-owner"],"acf":[],"featured_image_src":null,"author_info":{"display_name":"tamara radijevac","author_link":"https:\/\/clockify.me\/help\/author\/tamara-radijevac"},"_links":{"self":[{"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts\/23284","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/users\/25"}],"replies":[{"embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/comments?post=23284"}],"version-history":[{"count":76,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts\/23284\/revisions"}],"predecessor-version":[{"id":29746,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts\/23284\/revisions\/29746"}],"wp:attachment":[{"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/media?parent=23284"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/categories?post=23284"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/tags?post=23284"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}