Adding a Client

Clients are the people or organizations who place orders and expect work to be delivered. In your Doremind Workspace, you can organize your entire client base by storing key details such as names, email addresses, phone numbers, and additional information like location, spoken language, or any other relevant notes. This makes it easy to keep your client relationships structured and accessible.

After creating a Workspace, Doremind automatically adds one default client for you. This entry represents yourself and can be used for internal or personal projects that you want to manage within Doremind without assigning them to an external client.

You can also associate your Projects with Clients within your Workspace, adding an extra layer of organization to your environment. By grouping Projects under their respective Clients, you keep your workspace clearer and can track all tasks, deliverables, and communications related to each client in one place.

Within Doremind’s structure, a Client must exist before a Project can be created, as every Project must be assigned to a client. This ensures your work stays organized from the start. However, Projects can always be reassigned to another client later if needed.