> For the complete documentation index, see [llms.txt](https://guide.taskopad.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://guide.taskopad.com/guides/master-setup-creation-process/manage-client.md).

# Manage Client

***Client Creation:*** You need to add a new client from the right side top corner **“Add New Client”**. (Mandatory Fields are the Company Name and the Client Name)

<figure><img src="/files/xqd8BYVSDVIHc1vnis5f" alt=""><figcaption></figcaption></figure>

Enter the basic details of your clients like Company Name, Client Name, E-mail, Phone number, and Address.

&#x20;You can also attach any files or documents which are related to that particular client. You can also add clients by **Bulk Import Option.**&#x20;

<figure><img src="/files/5dc4Zj8FPzRs2wMrULHb" alt=""><figcaption></figcaption></figure>

You need to Download the Sample file and Copy-paste the data in the pre-mentioned Excel Sheet and can directly Bulk Upload it.

You can also export all the client information through the **Bulk Export Option.**

<figure><img src="/files/d2NFhDhnV31i5jNxgFiV" alt=""><figcaption></figcaption></figure>