Академический Документы
Профессиональный Документы
Культура Документы
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
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.
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.
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.
Contextual Menu
• 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
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.
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.
Filters – you can slice and dice your data set or list
of items by any field criteria.
If you do not see the field you want to filter by, click on
the “Manage” button to add the field into this window.
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.
Copyright © 2016 Clarizen. All rights reserved. Confidential Material 29
Clarizen Views: Edit or Create Views
• Display format
• Default filters
• Field set
• Related Items and display format
(grid/thumbnail)
• Sharing permissions
• 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
Bookmark: http://success.clarizen.com for a 24x7 One-Stop Shop for all Training and Support Resources
Interactive
• Clarizen Community Forums
• Blog
• Live Q&A Sessions (Office Hours – Customization)
• Webinars