Projects can be created in two different ways. You can create a project based on a project type or project template.
Project type, is how you define your project workflows, question templates, and checklists. To see more details on how to create a project using project type, please see this short video below:
Project templates are created based on your project types but also allows you to pre-assign tasks and due dates so when you create a project all task assigned are predetermined. This is also great for using to define groups of staff that work on certain types of projects. To see more details on how to create a project using templates, please see this short video:
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), ...
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 ...
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), ...
The Projects screen is a very powerful search and management tool. You can use the search screen to filter the list of projects you have in your firm and generate an interactive list of projects. This is useful for project management and ...
Recurring projects allows you to schedule a particular project type or project template to recur for a client. For Example, if you do bookkeeping project for a client, you would want to have a bookkeeping project created for that client each month. ...