Managing your Clients database
The Clients page is your CRM-lite — every account in one place, linked to boards, contracts, billing info, and contact owners. Built for service businesses that want to skip the dedicated CRM.
Wednesday, May 27
Hi Joe 👋
12
Open tasks
3
Needs attention
4
Due today
Your boards at a glance
Top of your list
LOFI · Product
8 of 12 tasks done
Acme · Brand refresh
5 of 9 tasks done
Eng · Q2 Sprint
14 of 20 tasks done
Focus note
Finish pricing page copy → Reply to Acme feedback → Deep work block 2–4pm 🎯
Weekly progress towards your goals
17 of 25 tasks completed
Weekly working hours
Active time
5h 18m
Pause time
1h 24m
Elapsed
12:34
Tasks
1 / 12ProTasks Assistant
Plan, prioritize and ship — just ask.
Why a Clients database
Most agencies eventually need answers like: 'who owns the Acme relationship?', 'what boards are tied to this client?', 'when did we last talk to them?'. A Clients database keeps those answers in one place — without paying for a full CRM you don't need yet.
Add a client
- 1
Open Clients from the sidebar → 'New client'.
- 2
Add name, company, contact details, and website.
- 3
Set contract status (Lead, Active, Paused, Churned, Archived).
- 4
Assign an owner — the teammate who manages this relationship.
- 5
Optionally add billing details, tags, and notes.
Link boards to clients
Each client has a 'Linked boards' field. Connect the boards that belong to that client so when you open the client, you see all active work in one place.
Use the consistent naming convention [Client] – [Project] on board names so the link makes intuitive sense at a glance.
Track last contacted
Update the 'Last contacted' field after each meaningful interaction. Sort clients by 'Last contacted' to spot accounts that have gone quiet — a great list to start your week with.
Import clients in bulk
Already have your client list in a spreadsheet? Use 'Import' on the Clients page to upload a CSV. Match columns to fields and import in one click.
When to graduate to a real CRM
If you're doing active outbound sales, multi-touch deal pipelines, or sales forecasting, you've outgrown this and should use a dedicated CRM. For service businesses managing existing client relationships, the Clients database is usually all you need.