Overview
ClarityOPS is a full transaction coordination (TC) system built right into ClarityNOW. No more juggling spreadsheets, separate TC platforms, or manual checklists. You manage every transaction workflow from contract to close inside the same platform where you track your business.
- Manage transaction workflows with stages and tasks
- Create reusable templates for repeatable processes
- Assign tasks to team members with due dates and priorities
- Automate repetitive actions with automation rules
- Send and track emails from within workflows via Gmail
- Store and organize documents per transaction
- Keep an eye on everything from a centralized OPS dashboard
Key Concepts
Workflows
A workflow represents a single transaction's coordination process. Each workflow is tied to a transaction and contains stages, tasks, documents, emails, notes, and activity history. You can create workflows from a template or build them from scratch.
Templates
Templates are reusable blueprints for workflows. Set up your stages, default tasks, due-date offsets, and assignee roles once, then apply the template every time you open a new transaction.
Stages
Stages break a workflow into phases (e.g., "Under Contract", "Inspections", "Clear to Close"). Tasks live inside stages, and you can drag tasks between stages on the Kanban board.
Tasks
Tasks are the individual action items within a stage. Each task can have a due date, priority level, category, assigned team member, SOP link, sub-tasks, and comments.
Automation Rules
Automation rules let you set up trigger-and-action pairs on templates or individual workflows. For example, automatically create a follow-up task when another task gets completed.
Plan Availability
ClarityOPS is included with Solo and Team plans.
Navigating ClarityOPS
All OPS pages live under the ClarityOPS section in the left sidebar:
- Dashboard (
/ops) - Overview of tasks, transactions, and closings - Workflows (
/ops/workflows) - Manage all transaction workflows - My Tasks (
/ops/my-tasks) - Your personal task list - Templates (
/ops/templates) - Create and manage workflow templates - Email Templates (
/ops/email-templates) - Reusable email templates - Tags (
/ops/tags) - Organize workflows with color-coded tags - Categories (
/ops/categories) - Categorize tasks - Settings (
/ops/settings/gmail) - Gmail integration setup