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:
- Go to your client that you want to create a recurring project
- Scroll all the way down until you see the ares for "Recurring Project Schedule"
- 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.