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 reporting. To see the that project screen works, see the following short video:
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 ...
To manage a clients recurring project, go to the client record and scroll all the way down past the project list and you will see the list of recurring projects: From that list you can click on the project prefix name and modify the schedule as ...
There are three ways to manage recurring projects in Clarity, each way has its own advantages: Through each client record - this helps you manage recurring project(s) for a specific client - See How Through recurring project search options - this ...
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 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.