Clients
Clients sit at the top of Every's hierarchy: projects belong to clients, tasks belong to clients (directly or via a project), and rates and retainers hang off them too.
Creating a client
From Clients in the sidebar, choose New Client:
- Client name is the only required field. As you type, Every suggests a task prefix.
- The task prefix becomes part of every task reference for this client (
GO-1,GO-2, ...). It must be unique and cannot be changed after creation, so give it a second's thought. - Hourly rate is optional; leave it blank and the client uses the company default from agency settings. The rate is what turns tracked hours into dollar figures on budgets and retainers.
- Create an initial project lets you set up the client's first project in the same form.
- Private client hides the client and everything under it (projects, tasks, retainers) from everyone except you, admins, and the members you add to the access list.
The client page
A client's page is its board: every task for the client, in the same kanban/list views as the main board. From here you can favourite the client with the star next to its name, or open Settings to edit it.
The client list shows each client's prefix and a seven-day activity sparkline, so you can see at a glance where the work is happening.
Rates
When Every needs a dollar figure (a retainer's budget value, a project budget amount), it uses the client's hourly rate, falling back to the company default if none is set. Change a client's rate any time from its settings.
Archiving
Archiving a client hides it and its projects, tasks, and retainers from active lists without deleting anything. The archive confirmation shows exactly what's affected before you commit, and archived clients can be restored later via the Show archived toggle on the client list.
Where next
- Projects for structuring a client's work
- Retainers for recurring budgets
- Team, roles & permissions for who can create and edit clients