01
Open Client workspace
Open Client workspace from the support tools. Its tabs are Summary, Notes, Tasks, Timeline and Files. Opening it does not share its content with the client.
User manual / Between sessions
Client workspace
Between sessions → Client workspaceOrganise working notes, tasks, events and links per client in the browser you are using.
Choose the client · Prepare and record work · Keep references and review
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Choose the client
Check the person before writing.
02
Select the client on this screen
Use the workspace selector and check the header name and details. Selecting someone in the shared toolbar does not replace this selector. Check before writing.
If no client is selected
Select someone before adding tasks, events or files. Without a client, a warning appears. Notes are not saved without a selection either: do not write with the intention of assigning them later.
If the selector contains no clients
Open the dashboard and Clients list in this browser, then reload the workspace. The selector uses the locally available list; update it if you just created a record.
02
Prepare and record work
Summary, notes, tasks and events.
03
Review the summary
Under Summary, review pending tasks, events, files and last update. Click a recent task or event to open its tab. These are workspace items rather than the client record’s entire history.
04
Write working notes
Open Notes and write in the editor. Use bold, italic, headings, lists, quotes or dividers when useful. With a selected client, changes save locally after a short pause; wait before switching people.
05
Add a task
Under Tasks, enter the action and click + Add or press Enter. It appears under Pending. Use a checkable action, such as Prepare Monday’s agenda.
06
Update task status
Drag the card to In Progress or Completed and check its position. Summary counts unfinished tasks as pending. The × deletes directly; marking Completed retains the task.
07
Record a workspace event
Under Timeline, enter the event, check its date and click + Add or press Enter. A blank date uses today. Events appear newest first; this list belongs to the workspace.
03
Keep references and review
Links and local data.
08
Save a file link
Under Files, enter a name and URL and click + Add. This saves a reference without uploading the file. Check that the link opens and the external service permits the required access.
If a field is missing or the address is invalid
Enter both name and URL; the address must begin with http:// or https://. Correcting it does not change external file permissions.
09
Open or remove a reference
Click the URL to open it in another tab. The × removes the reference without deleting the external file. Tasks and events also delete without confirmation: check what needs retaining first.
10
Check the client when switching
Wait for saving to finish and select another person. Check header and content. Return to the first client to review their data; one client’s items do not transfer to another.
11
Keep copies of important information
Data is local to this browser and language version. Do not assume synchronisation with another device, the client record or portal. Workspace Timeline and the Client timeline tool are separate. If data is missing, check browser, language and person; keep copies before clearing browser data.
Check the result
Check the client and keep copies of important information. This workspace is separate from the portal the client accesses through a link.