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Task management in Clarity
Task management in Clarity

Adding tasks for yourself, your team and your clients.

Matt Fox avatar
Written by Matt Fox
Updated over a week ago

Clarity's tasks management system is fantastic for keeping on top of everything in your firm from advisory, compliance and everything in between.

You can manage your advisory tasks all in one place. It's easy to find within your Clarity account. Click "Tasks" on the top, blue banner, to see your tasks and their deadlines.

Within your Tasks tab, you can see all of your tasks and when they are due. Use the filter on the right hand side to filter by your task type and also deadline.

You can also also create new tasks on the left hand side and filter by respective clients, priorities and completed tasks. You can create tasks and add colleagues/clients to tasks and adjust due dates from within the Action Plan.

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