Clients & Projects

Clients & Projects

This guide covers creating clients, setting up projects, inviting team members, and configuring project settings.

Creating a New Client

1. In the sidebar, click Clients.
2. Click + New Client.
3. Fill in the client details form (name, contact information, etc.).
4. Click Save.

[Screenshot: New Client form with fields filled in]

Creating a New Project

1. In the sidebar, click Projects.
2. Click + New Project.
3. Select the Client this project belongs to.
4. Enter a Project Name and Description.
5. Click Save.

[Screenshot: New Project form with client selector, name, and description fields]

Project Onboarding Flow

After saving a new project, Octayne walks you through the onboarding flow to configure essential details.

Step 1 -- Project Details

1. Assign a Project Lead.
2. Set the Start Date and End Date.
3. Select the Project Type.
4. Enter the Budget amount and Budget Hours.
5. Click Next to continue.

[Screenshot: Project onboarding step showing Project Lead, dates, type, and budget fields]

Step 2 -- Team Members

See the section below on inviting team members.

Step 3 -- Billing Codes

See the section below on adding project billing codes.

Step 4 -- Board Fields

See the section below on adding board fields.

Tip: You can revisit any of these settings later through Project Settings.

Inviting Team Members to Projects

During Project Onboarding

1. In the team members step, locate the list of available members.
2. Select the checkbox next to each person you want to add.
3. The selected members move into the Project Members box.
4. Click Next to continue.

[Screenshot: Team member selection with checkboxes and Project Members box]

After Project Creation

1. Open the project and navigate to Project Settings > Members.
2. Click Add Members.
3. Select the team members to add and confirm.

Adding Team Member Roles, Positions & Rates

Each team member on a project needs a position and billing rate.

During Project Onboarding

1. After adding members in the onboarding flow, fill in the Position field for each member.
2. Enter the Rate for each member.
3. Click Next to continue.

After Project Creation

1. Navigate to Project Settings > Members.
2. Click on a team member to edit their Position and Rate.

[Screenshot: Member list with Position and Rate columns]

Note: Rates set here are used for billing calculations on the project.

Adding Project Billing Codes

Billing codes (task types) define the categories of work that can be tracked on a project.

During Project Onboarding

1. In the billing codes step, add the codes relevant to the project.
2. Click Next to continue.

After Project Creation

1. Navigate to Project Settings > Task Type Definition.
2. Click + Add.
3. Enter the billing code name and any additional details.
4. Click Save.

[Screenshot: Task Type Definition list with + Add button]

Adding Board Fields

Board fields let you customize the project board with additional data columns.

During Project Onboarding

1. In the board fields step, click + Add.
2. Enter a Field Name.
3. Select a Field Type (text, number, dropdown, date, etc.).
4. Repeat for additional fields, then click Next.

After Project Creation

1. Navigate to Project Settings > Board.
2. Click + Add.
3. Fill in the Field Name and Field Type.
4. Click Save.

[Screenshot: Board settings with custom fields listed]

Creating Projects from Templates

If your organization has saved project templates, you can use them to speed up setup.

1. In the sidebar, click Projects.
2. Click + New Project.
3. If templates are available, select a Template from the list.
4. The project will be pre-configured with the template's settings (billing codes, board fields, team roles).
5. Adjust any details as needed and click Save.

Note: Templates are created by administrators. If you do not see any templates, contact your admin.