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Browse guides, articles and documentation to get the most out of ClearVerso.
Creating and configuring a project
How to set up a new project.
The project overview
What the project dashboard shows.
Tasks and the Task List
Creating and managing tasks in list view.
The Kanban board
Drag tasks between status columns.
The Calendar view
See tasks and events on a calendar.
The Timeline / Gantt view
Plan and visualise tasks on a Gantt timeline.
Start dates, due dates and duration
How dates and duration work together.
Milestones
Mark key dates with zero-duration milestones.
Task owners
Assign one or more owners to a task.
Checklists
Break a task into checklist items.
Links on tasks
Attach external documents and references to a task.
Task updates
Add progress notes to a task.
% Complete
How task progress is tracked.
Dependencies and lag
FS, SS, FF, SF dependency types and lag.
Backward planning
Plan from a fixed end date backwards.
RAID — Risks, Issues, Actions
An overview of RAID in ClearVerso.
Creating a risk
How to raise and score a risk.
Creating an issue
How to raise an issue.
Decisions and Queries
Recording decisions and raising queries.
The People directory
See everyone in your project and organisation.
The project calendar
Governance events and scheduling.
Resource management
Capacity, availability and workload.
Highlight Reports
Produce a one-page executive highlight report.
External forms and submissions
Let people outside ClearVerso submit risks, issues and actions.