Knowledge Base
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Browse guides, articles and documentation to get the most out of ClearVerso.
How do I create a Portfolio?
Create a new portfolio for grouping projects.
How do I create a Project?
Create a new project inside a portfolio.
How do I add a Team Member?
Add someone to a project.
How do I create a Task?
Add a new task to a project.
How do I assign a Task?
Set one or more owners on a task.
How do I create a Milestone?
Add a zero-duration milestone.
How do I add a Checklist?
Add checklist items to a task.
How do I add a Link to a Task?
Attach a document or website to a task.
How do I update a Task?
Change status, progress and details.
How do I create a Task dependency?
Link two tasks so one affects the other.
How do dependency types work?
FS, SS, FF and SF explained.
How do I use backward planning?
Plan a task from a fixed end date.
How do I create a Risk?
Raise a new risk.
How do I create an Issue?
Raise a new issue.
How do I update RAID?
Keep risks, issues and actions current.
How do I use the Timeline?
Get the most from the Gantt view.
How do I use the Calendar?
See tasks and events on a calendar.
How do I produce a Highlight Report?
Create and publish a one-page report.
How is % Complete calculated?
Manual vs checklist-driven progress.
How do I add somebody to a Project?
Give a user access to a project.