Creating A Client From New Project Creation Screens

Creating A New Client from the New Project Drawer

• Click the pink "plus" button on the top right of the screen. 
• Select "New Project" and navigate through the questions in the Project Drawer. 
• Click the dropdown called "Client Name" to select the client to which the project belongs.  
  • All existing clients in your FOLIO tenant will show up here. 
  • If you do not see your client, scroll to the bottom of the dropdown and hit "New Client". 
• On the "Create new client" screen, provide at least a client name and industry. Hit "Create Client". 
• Once the system has created the new client, it will show up in the Project Drawer under "Client Name" and will be available on all future projects as a client option. 
• Proceed with the rest of the Project Drawer. 

💎 Product Tips:

• If you are a FOLIO Admin: You will see your new client in the "Clients & Projects" screen (they are listed alphabetically by Client).
• If you are a FOLIO Member: You will see your new client in the "Client" dropdown list when you start a new project. Once you are managing a project under a specific client, that client will show up on your "Clients & Projects" dashboard.

✨ Product Roadmap Tip: We know the image cropper requires a few extra clicks. We are working to find a better solution and will update you once it's released. 

Creating A New Client from the New Project Wizard

• Click the pink "plus" button on the top right of the screen. 
• Select "New Project" and navigate through the questions in the Project Wizard. 
• When you get to the screen that says "Finally, some project details to consider!", you will see a field called "Client Name". 
  • All existing clients in your FOLIO will show up here. 
  • If you do not see your client, scroll to the bottom of the dropdown and hit "New Client". 
• On the "Create new client" screen, provide at least a client name and industry. Hit "Create Client". 
• Once the system has created the new client, it will show up in the Project Wizard under "Client Name" and will be available on all future projects as a client option. 
• Proceed with the rest of the project wizard. 

💎 Product Tips:

• If you are a FOLIO Admin: You will see your new client in the "Clients & Projects" screen (they are listed alphabetically by Client).
• If you are a FOLIO Member: You will see your new client in the "Client" dropdown list when you start a new project. Once you are managing a project under a specific client, that client will show up on your "Clients & Projects" dashboard.

✨ Product Roadmap Tip: We know the image cropper requires a few extra clicks. We are working to find a better solution and will update you once it's released.