Project types is how you define the project workflows, checklists, question templates, and task management. A project type would be something like Business Valuation, Personal Tax Return, Weekly Payroll, etc.
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 ...
The recurring schedule screen lets you search for and manage recurring schedule for all clients. To start the search, click on the Recurring Schedule Menu Item On the Recurring Schedule page, you will be presented with a search screen: On the screen ...
When working with project workflows, the system allows you to specify email templates that can be triggered at the start of a workflow step. The system will also let you associate a reminder email template with a workflow step. The reminder email is ...
When creating a recurring project schedule, you can choose from a variation of frequencies of when you want the projects created. Recurring projects in Clarity are very flexible and can have weekly (or any number of weeks like bi-weekly), ...
When creating a recurring project schedule, you can choose from a variation of frequencies of when you want the projects created. Recurring projects in Clarity are very flexible and can have weekly (or any number of weeks like bi-weekly), ...