V 12.0 Release Notes (2020)
Release 12.5 Release date: 9/12/2020 Enhancements Provide the firm the ability to change, add, and delete high level project status Enhanced both public notes and internal notes to include formatting Enhanced notes display area and included user ...
Create Project Templates
Project Templates takes project types a step further by allowing you to setup groups and pre-assigning staff to each task. This will allow you to create new projects in few clicks and less than 30 seconds. You can create unlimited templates for each ...
Track Time Automatically
If you would like to track time automatically on projects, please turn on time tracking and select the option to auto time track in company preferences. - See how to turn on time tracking Once auto time tracking is turned on, the system will track ...
Internal files are files you want to maintain with the project, but do not want to share with a client. These include any working documents you want to associate and maintain with a project. You can upload and manage internal files in the "Internal ...
Staff users can be assigned one of four roles in Clarity. See matrix below for specific access assigned to each role: