Account Managers have the additional benefit of being able to add new Clients, Projects and Tasks inline. A Project Manager can create new Tasks for any Project they manage. Users must still be assigned to Projects in the usual way through the Manage interface.
Adding the Client – My new Client:
Select the Omnibar:
Enter the Client name in the Create new client dropdown:
Press Enter to add the Client. As there are no Projects you will see a red underline:
This process can be repeated for Projects and Tasks as required.