Editing Client Project Information

Think of editing a client project as giving it a quick refresh — whether you’re updating details, reassigning responsibilities, or polishing project info, the process is smooth and intuitive.

Open the Client Overview

• Navigate to the Clients Section from the sidebar.

• Select the client whose project you’d like to update.

• You’ll land in the Client Overview Page — a hub showing every detail of that project in one place.

This is your starting point — everything flows from here.

Switch to Edit Mode 

• Inside the overview, look for the Edit button.
• One click takes you into Edit Mode, where all project and client fields become editable.

Update Information

Make changes as needed, such as:

• Updating the client’s basic details (name, contact, or profile info).

• Adjusting the project details (project name, type, status).

• Refining assignments — reassign the project to a different team member or reporter.

Pro Tip: Keep details precise — the clearer your records, the smoother the collaboration with your team and clients.

Save Your Changes

Once you’ve reviewed the updates, hit the Save button.

• All changes are instantly applied.

• The Client Master Grid refreshes to reflect the updates. 

• Your team gains immediate access to the latest project info.