Search Recurring Projects
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 you can search for recurring projects using the different types of filter available. To see all recurring projects you have, leave all filters blank and click the Search Button. The Results of your search will be shown as follows:
To manage a recurring project, click on the Project Prefix link to see and modify the schedule.
Manage Projects and Project Search
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 ...
Managing Recurring Projects
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 ...
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. ...
Manage a Client's Recurring Projects
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 ...
Create Recurring Schedule with Project Type
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), ...