Set up a workspace for each client

By Darko Bačić, founder of App Tube · 9 October 2026 · Facts checked 9 October 2026

When you finish, each client has a workspace of their own. Each one has its own projects, people and assistant tokens. It takes about ten minutes per client. A workspace is one shared space with its own projects and members, and a role for each member.

Ana is a freelancer with three clients: a bakery app, a hotel site and a clinic booking app. She has three workspaces, one per client. The bakery's owner is a guest in that workspace. The owner sees the board and the time on each task, and nothing from the hotel or the clinic.

What you need

• devBoard on iPhone, Android or Mac, signed in.
• The client's email address, if you want to invite them.
• A Mac, if you want to connect an AI assistant. Tokens are made in the Mac app only.

Steps

1. Make a workspace for the client

Open the workspace switcher. It is the name at the top of the sidebar, or at the top of the screen on a phone. Choose New workspace, type the client's name under Workspace name and press Create workspace. You are its owner, and the app opens it.

2. Add a logo

Go to Settings and find Logos. Tap the row for the workspace and pick a picture. The logo shows next to the name in the switcher, so your clients are easy to tell apart. This step is optional.

3. Make a project

Open Projects and press New project. Give it a name and a short key, like BAK. Its tasks are numbered BAK-1, BAK-2 and so on. The board starts with three columns: To do, In progress and Done.

4. Invite the client as a guest

Open the switcher and choose Members. Press Invite, type the client's email, pick Guest and press Send invite. A guest can see the workspace but cannot change anything or comment. The full steps are in invite your team and your clients.

5. Make one assistant token per client

On the Mac, with this workspace open, go to Settings → Developer and press New token. A token is a secret key that lets an AI assistant act as you. It only works in the workspace that was open when you made it. Add it to your assistant under a name like devboard-bakery. See connect devBoard to Claude Code for that part.

6. Repeat for the next client

Go back to step 1 for the hotel, then the clinic. Each client gets a workspace, a project, a guest invite and a token.

Check that it works

Open the switcher. You see one row per client, each with its member count. Pick one. Projects, the board and My Work now show only that client's work.

Your private to-do list does not change when you switch. It belongs to you, not to a workspace. So "send the hotel invoice" can sit next to "renew the bakery domain".

What to try next

• Start each day in My Work. It shows one workspace at a time, so go through your clients in turn.
• Time is kept per workspace too. Track time with the timer, and stop it before you switch.
• See how time tracking gives you hours per client.
• Find more guides for setting up.

If it does not work