Clients

Clients are who you do the work for. Every client page answers one question: is this relationship profitable?

Creating a client

Go to Clients → New client, give it a name, and — the important part — point it at the place in ClickUp where that client’s work lives: a space, a folder, or a list. From then on, any time tracked inside that location is automatically counted under this client. No tagging, no manual assignment.

Choose the location at the level that matches how you organize ClickUp:

• One space per client → map the space
• One folder per client inside a shared space → map the folder
• One list per client → map the list

What a client page shows

• Hours tracked for this client (billable / non-billable) in the selected date range
• Revenue, labor cost, and margin for the relationship
• The client’s projects and how each budget is burning
• Expenses logged against the client (Pro and above)

Client managers

You can assign a manager to a client. Users with the Manager role get management access to the clients (and projects) they’re assigned to, without seeing the rest of the agency’s finances. See Roles & what they can see.

A note on “losing money” clients

A client shows as unprofitable when the cost of the hours spent (plus expenses) exceeds the revenue from their projects in the period. It’s the first place to look when your overall margin dips — often two or three clients explain the entire gap.