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Practical instructions for the work your agency does every day. Start with the task in front of you.
Find your next step ↓How to import clients into ClientCee
Import a client list from a CSV or XLSX file using the ClientCee sample headings. Check the import result and client directory before enabling portal access for individual clients.
Follow the steps 02Projects and deliveryHow to create a client project
Create a project by selecting its client, entering the project details, and assigning workspace members. Save it, then check the project overview before sharing it with a client.
Follow the steps 03Tasks and teamworkHow to create and assign project tasks
Create a task for the correct project, choose an available workspace assignee, and save its details. Verify the named owner and dates in the task view so the next action is clear.
Follow the steps 04Client portal and reviewsHow to request a client deliverable review
Publish the project and its available document to the client portal, then submit that document as a deliverable for approval. The client can review the submitted version and record a decision in their project.
Follow the steps 05Invoicing and paymentsHow to create and send an invoice
Create an invoice for the correct client, review the line items and total, then save or send it using the appropriate action. Sending requires a client email and configured outgoing mail.
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