Clarizen Training - Getting Started

Getting Started
New User Orientation with Introduction to Clarizen’s User Interface and Views
Copyright © 2016 Clarizen. All rights reserved. Confidential Material 1
Logging Into Clarizen
Enter your User Name and Password into any web browser to access Clarizen
Bookmark this address:

https://app2.clarizen.com

User Interface Overview

User Interface & Navigation: Navigation Bar
To provide a more intuitive user experience Docked Expanded
and optimize screen space, Clarizen recently
introduced a redesigned left-side Navigation
Bar.
By default, the bar displays actionable icons

representing each module the user has
permission to access . Hover over an icon to
see the label or click it to navigate to the
desired module.
At the top, click Menu or Global search to

expand the navigation bar. Hover over the
blue icons to display a list of custom actions,
recent items, favorites, or create a new item.
Click Menu or Global Search to

expand the Navigation Bar.
User Interface & Navigation: Global Search
Begin Typing in the Global Search and a helpful auto-complete feature will return
matches based on your entry. Detected items populate the panel below the search bar
and are ordered according to relevancy.
Press “Enter” or click “See more results” for full search results as shown below. Results
are grouped by item type and the number in parentheses indicates the number of
results returned.

User Interface & Navigation: New Menu
Add new Items to Clarizen via the 'New' option

located on the Navigation Panel
Please note, that your available options are dependent on

your license and User role as well as your specific
implementation

User Interface & Navigation: Actions Menu
Quick Actions allow organizations to add triggers

that initiate activities unique to their deployment of
Clarizen such as Request Forms and Administrative
Options.
Click Quick Actions to view a list of custom

actions, if available, and place the mouse pointer
over your selection then click.
Some custom actions trigger automatic events,

others require the user to enter data.

User Interface & Navigation: Recent Items Menu
Click Recent Items to open the list of all recent

Items, and hover over the choice then click
The screen will display the user’s most recently

viewed Items grouped by Item Type, order
depending on the amount of time last visited.

User Interface & Navigation: Favorites Menu
Click Favorites to access items in Clarizen that

you have identified as “favorites”
By marking your most commonly accessed items as

favorites, you can have quick direct access from
here

User Interface & Navigation: Clarizen Modules
Each Item Type in Clarizen can be accessed within a

dedicated Module. We will discuss each Module in
detail over the next few days.
Special Modules:
If enabled on your Environment, the “Portal Home” Module directs users
to a simplified screen showing the areas of the tool most common to their
job.
The “Home” Module allows a user to see a complete view of everything

they are working on and managing as well as the Newsfeed which houses
all discussion posts for that user’s attention.
Note: the icon on the right side of the expanded Navigation Panel indicates
which Module has been selected as the logged in user’s Landing Page. This
can be configured in your preferences so that you can most easily access what
is most important to you at any time with a single click.

User Interface & Navigation: Portal Home vs. Home
Portal Home* Home

*Note: the Portal Home is available on our Apps Marketplace and must be installed and configured by your Admin. It may not exist in your environment.
Please contact your Admin if you are interested in utilizing it

User Interface & Navigation: The “Masthead”
The Masthead is a permanent centralized location that provides easy and fast access to vital information such as Alerts, Today Panel
Tutorials and Chat - at any time.
Logo – Show Me – Your Name – Chat – Messages – Activities Alerts –

click the logo click on this this menu see who is your new Today – this contains
to access menu to get contains access online and instant this contains a new alerts that
your selected relevant to your personal send an messages will list of the new you have not
“Landing tutorials that details page and instant appear here items that viewed
Page” walk you shortcuts to message require your
through the Clarizen Help & attention or
system and Support and effort
teach you Clarizen
how to do University.
things step by Logout from
step Here, as well.

User Interface & Navigation: The “Masthead” Menus

User Interface & Navigation: The “Quick Peek”
Hover over items to expose the

“Quick Peek” icon
Click the icon to gain insight

into the item in focus. Using
Quick Peek, you are also able
to add related information such
as Cases, Notes, Files and
more by clicking the + sign.

User Interface & Navigation: The “Ribbon”
The Ribbon is a toolbar

found above any Grid display
in Clarizen
Clicking on any heading link

will display its respective set
of action buttons
The Ribbon is used to

manage and perform
selected actions on items in
the Grid.

User Interface & Navigation: Additional Components
Main Display Panel (shown as grid) Relations Panel
Contextual Menu

Views
Clarizen Views: How do they Help?
• 360 degree visibility into your items and all related information
• Tailor to your individual preferences
• Visualize Data in a variety of formats
• Thumbnail
• Grid
• Chart
• Calendar
• Create simple ad-hoc reports

• Filter, search and sort to quickly find what you’re looking for
• Team-centric views to see what your resources are working on
• Share with internal and external stakeholders
• Conditionally Format data to highlight what’s most important

Clarizen Views: Display Options
Thumbnail: Grid:
Summary data for Detailed “Master”
‘at-a-glance’ review data view. Powerful
and dynamic –
add/remove
columns, sort, filter
based on your
needs
Chart: Calendar:
Graphical Simple View of the
visualizations of delivery timeline of
your data. Data is your work.
drillable by clicking
and expanding to
grid.

Clarizen Views: Team View
• Highlight a team member

to see what they are
working on
• View your team, Groups

of resources, individual
project teams, and more
• Review the capacity and

demand of resource
teams and balance work
by drag and drop

Clarizen Views: Item Level View (Project Example)
Properties Card – Detailed data Properties Card

about the Item you are viewing
Roadmap – Bird’s Eye View of

Project timeline and status
Work Plan – Project WBS and

details about all Work Items Roadmap
included in the Project
Relations – All information and

files related to the Item you are
viewing. Relations panels can be
expanded to focus on detailed Work Plan
related information and additional
related items can be directly
added
Relations

Clarizen Views: View Navigator
• Modules and Individual Items can be

seen through the lens of multiple
Views to obtain greater perspectives
and insights
• The View Navigator located at the

top of each screen allows the User
different formatted views. The
Default view is generally the first one
listed
• Clarizen is delivered with Public

views for all Full Users

Clarizen Views: Column Management
• Column order in a Grid display can be re-

arranged by clicking on a column heading resize
and dragging and dropping into its desired
location.
drag to reorder
• Column widths can be resized by hovering

over a column edge and dragging the
handle to widen or narrow. Column widths
can be resized automatically by hovering
over the edge and double clicking. The
column order and widths are auto-saved.

Clarizen Views: Add/Remove Columns in a Grid View
You can use the gear icon to add/remove

columns in the current view.
This does not change the actual view for Search or select
everyone, but only for you. Next time you the columns you
come back to this page, you will see the want to add, click
same column layout, unless the Clarizen >> to add them to
the view.
Admin has made global changes to the view
itself. Use the arrows on
the right side of
To temporarily add/remove columns, click on the window to
the gear icon and click “Columns” order the columns
or drag/drop.

Clarizen Views: Filter and Search by Data Attributes
Filters – you can slice and dice your data set or list
of items by any field criteria.
To do this, click on the funnel icon located near the top

right. When the funnel is green, filters are active. A
gray funnel means there are no active filters.
If you do not see the field you want to filter by, click on
the “Manage” button to add the field into this window.
Filters can also be set inline when viewing a grid by

selecting the icon next to a column name
Search – near the top right corner, next to the filter

icon, is the in-context search bar. This search gives
you results pertaining to the current data set you are
viewing.

Clarizen Views: Filter by Time Range
Filtering by Time Range allows you to isolate

results by their schedule.
For example, if we filter by the month of April,

it will return tasks A, B, C, and D in the
scenario above.
• Task A started earlier, and finishes in April

• Task B starts and finishes in April
• Task C starts in April and finishes later
• Task D is ongoing during the selected month
Clarizen Views: Sort Results by Column
A column highlighted in gray and

underlined in blue indicates the data is
Sorted by that field.
Clicking a column heading will sort

Ascending. Click again to sort
Descending, and a third time to clear
the Sort.
When a data set is being sorted, there

will be text in light grey above the
Ribbon next to the number of results
indicating which field is being used for
the sort.

Clarizen Views: Display Options & Conditional Formatting
Data Display Options Conditional Formatting of Data Sets
Provide options for the display • Highlight data that is relevant
format of your data including Icon, • Use formulas to add meaning to your data
Value, and a combination of both • Minimize the number of views
• Minimize the need for filters

Personalize Display and Add Conditional Formatting
To fine tune the display of data in

a view, follow these steps:
1. Click the Gear icon and select

“Columns”*
2. Find the field you would like to
work with and click the hyperlink
under the “Format” column
3. Choose the display option and
add any rule-based formatting
* Formatting can be accessed inline by

clicking the icon while hovering on
any column header in Grid View.
Note: Updates made from the Gear Icon or done inline will not
save permanently. If you want to lock in changes, Edit the view
from the View Navigator menu.
Clarizen Views: Edit or Create Views
From the View Navigator, choose New to

create a unique view or select an existing
view and choose Edit.
The View Editor allows you to create the

exact view of your data that you need to see
by defining attributes such as:
• Display format
• Default filters
• Field set
• Related Items and display format
(grid/thumbnail)
• Sharing permissions
If you make edits to an existing view and

want to return to its default settings, you can
select “Revert View” at any time.

Clarizen Views: Sharing
Sharing information via links or
widgets in Clarizen makes purposeful
collaboration a breeze inside and
outside of the company.
• Share any view, report, roadmap, or

Gantt with licensed or unlicensed users
• Embed Widgets in a web site for clients
so they can see real-time updates SHARE A LINK SHARE A WIDGET
• Share links can be sent to licensed
users only since it uses Clarizen
permissions promote purposeful collaboration share data in view-only mode
• “Widgets” can be sent to licensed or
unlicensed users 1. Click the Share button in the ribbon. 1. Click the Share button in the ribbon.
2. Select the Link option. 2. Select the Widget option.
3. Enter group or user name. 3. From the drop-down, select the desired view.
4. Optionally, enter a message. 4. In Options, select the desired settings, click Next.
5. Optionally, include the iframe code.
TIP
6. Specify internal and/or external recipients
Links can only be sent to Clarizen
account holders. 7. Optionally, enter a message.

Clarizen Views: Best Practices
• When creating views for yourself, make sure you set the permissions correctly and add your
name to the view name so you can distinguish your views from organization views
• Keep views simple, do not clutter them with too much data
• Ask yourself whether you need to create a new view or whether you can personalize an
existing view using the gear icon to edit the columns

Help and Support
Copyright © 2016 Clarizen. All rights reserved
Help and Support Options
On Demand Training Resources
Bookmark: http://success.clarizen.com for a 24x7 One-Stop Shop for all Training and Support Resources
Training Material (out of the box)

• Training Content on Success Site (Including “Foundation Training”)
• Video Tutorial Center
• Walk Me
• User Manual (Wiki)
Interactive
• Clarizen Community Forums
• Blog
• Live Q&A Sessions (Office Hours – Customization)
• Webinars

Get it done.
Faster. Better. Together.
Clearer visibility than you ever had

so you can move faster than you ever could.

Clarizen Training - Getting Started

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Getting Started

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Copyright © 2016 Clarizen. All rights reserved. Confidential Material 2

Copyright © 2016 Clarizen. All rights reserved. Confidential Material 3

By default, the bar displays actionable icons

At the top, click Menu or Global search to

Click Menu or Global Search to

Copyright © 2016 Clarizen. All rights reserved. Confidential Material 5

Add new Items to Clarizen via the 'New' option

Please note, that your available options are dependent on

Copyright © 2016 Clarizen. All rights reserved. Confidential Material 6

Quick Actions allow organizations to add triggers

Click Quick Actions to view a list of custom

Some custom actions trigger automatic events,

Copyright © 2016 Clarizen. All rights reserved. Confidential Material 7

Click Recent Items to open the list of all recent

The screen will display the user’s most recently

Copyright © 2016 Clarizen. All rights reserved. Confidential Material 8

Click Favorites to access items in Clarizen that

By marking your most commonly accessed items as

Copyright © 2016 Clarizen. All rights reserved. Confidential Material 9

Each Item Type in Clarizen can be accessed within a

The “Home” Module allows a user to see a complete view of everything

Copyright © 2016 Clarizen. All rights reserved. Confidential Material 10

Portal Home* Home

Copyright © 2016 Clarizen. All rights reserved. Confidential Material 11

Logo – Show Me – Your Name – Chat – Messages – Activities Alerts –

Copyright © 2016 Clarizen. All rights reserved. Confidential Material 12

Copyright © 2016 Clarizen. All rights reserved. Confidential Material 13

Hover over items to expose the

Click the icon to gain insight

Copyright © 2016 Clarizen. All rights reserved. Confidential Material 14

The Ribbon is a toolbar

Clicking on any heading link

The Ribbon is used to

Copyright © 2016 Clarizen. All rights reserved. Confidential Material 15

Copyright © 2016 Clarizen. All rights reserved. Confidential Material 16

• Create simple ad-hoc reports

Copyright © 2016 Clarizen. All rights reserved. Confidential Material 18

Copyright © 2016 Clarizen. All rights reserved. Confidential Material 19

• Highlight a team member

• View your team, Groups

• Review the capacity and

Copyright © 2016 Clarizen. All rights reserved. Confidential Material 20

Properties Card – Detailed data Properties Card

Roadmap – Bird’s Eye View of

Work Plan – Project WBS and

Relations – All information and

Copyright © 2016 Clarizen. All rights reserved. Confidential Material 21

• Modules and Individual Items can be

• The View Navigator located at the

• Clarizen is delivered with Public

Copyright © 2016 Clarizen. All rights reserved. Confidential Material 22

• Column order in a Grid display can be re-

• Column widths can be resized by hovering

Copyright © 2016 Clarizen. All rights reserved. Confidential Material 23

You can use the gear icon to add/remove

Copyright © 2016 Clarizen. All rights reserved. Confidential Material 24

To do this, click on the funnel icon located near the top

Filters can also be set inline when viewing a grid by

Search – near the top right corner, next to the filter

Copyright © 2016 Clarizen. All rights reserved. Confidential Material 25

Filtering by Time Range allows you to isolate

For example, if we filter by the month of April,