Create Recurring Projects

Create Recurring Projects

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.

Recurring projects in Clarity are very flexible and can have weekly (or any number of weeks like bi-weekly), semi-monthly, monthly (or any number of months like quarterly), and yearly.

To create recurring projects in Clarity:

  1. Go to your client that you want to create a recurring project
  2. Scroll all the way down until you see the ares for "Recurring Project Schedule"
  3. Click on Create Recurring Project or Create Recurring Project from Template


It is highly recommended that you create a recurring project from a template.  That way, each time the project is created, tasks will be preassigned and ready to go. 




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