How to Add Clients & Navigate Client Views in Outlign

This article covers two things:

• How to set up a new client

• How to view and manage clients and projects using the updated client views

Add a new client

Before you can start work, you’ll want to set up your client in Outlign.

1. Go to your Client Dashboard

2. Click Add a new client in the top right

3. Enter the client name and choose a colour to help visually organise your workspace

4. Click Create Client

Your client is now ready to go. From here, you can start creating projects and inviting team members or client collaborators.

Viewing clients and projects

Under Projects in the sidebar, you’ll see two different ways to view your clients. You can switch between them at any time using the toggle.

Client view
This shows a simple list of clients only. It’s ideal if you want a clean, high-level overview.

Client + project view
Toggle this on if you prefer to see clients and their projects together in one list.

This gives you more context and lets you interact with projects directly from the sidebar.

The full client view

If you want to dive deeper, click View all to open the dedicated client view.

From here, you can:

• See all clients and their projects together

• See whether a project is single-sided or dual-sided

• See who is assigned to each project

• Jump straight into any project

• Favourite projects so they appear on your dashboard and homepage for quick access

This view is designed to give you more visibility across clients while still making it easy to jump into the work.

Creating clients and projects from anywhere

No matter which view you’re using, you can always:

• Create a new client

• Create projects under a client

• Navigate directly into projects

That’s it, go add your clients!