Tips & Tricks - Clarizenmkt.clarizen.com/rs/clarizen/images/FINAL-Tips and... · Copyright © 2015...

#ClarizenAtWork15 v www.clarizen.com!

Tips & Tricks: Unleash Your Inner Power User

Featuring:

Patrick Smith Customer Success Manager

Clarizen

David Goulden Director of Product

Clarizen

Agenda

! " Connecting to productivity tools

! " Optimizing — Tuning the UI

! " Getting the most out of Social

Connecting to Productivity Tools

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Progress Update Request Email

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•" Quick Update

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#ClarizenAtWork15

iCalendar

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iCalendar

#ClarizenAtWork15

iCalendar

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iCalendar

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iCalendar

#ClarizenAtWork15

iCalendar

#ClarizenAtWork15

iCalendar

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iCalendar

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iCalendar

#ClarizenAtWork15

iCalendar

My Details – Overview View

Subscribe to iCalendar

#ClarizenAtWork15

iCalendar

#ClarizenAtWork15

InterAct Demand Request by Non-Clarizen Resources

#ClarizenAtWork15

InterAct Bug Reporting

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InterAct Bug Reporting

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Resource Load View

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Resource Load View

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Resource Load View

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Resource Load View

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Resource Load View

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Resource Load View

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Resource Load View

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Resource Load View

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Resource Load View

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Resource Load View

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PM Tip – Work Plan View

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Schedule Impact Tracking in Work Plan

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Speedy Work Creation – Shift+Enter

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Sharing any Views

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Sharing any Views

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Sharing Views in Outlook – New Folder

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Sharing Views in Outlook - Homepage

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Sharing Views in Outlook - Homepage

http://app2.clarizen.com/Clarizen/TeamSpace/Timesheet?...

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Sharing Views in Outlook

Optimizing Screens and Layouts

#ClarizenAtWork15

Recent Items

#ClarizenAtWork15

Show Me

#ClarizenAtWork15

Show Me

Click to open the navigation panel

Select “New” Select to create a

new “project”

#ClarizenAtWork15

Combine Misc. with Utilities Menus

Optimizing UI

#ClarizenAtWork15

Optimizing UI

#ClarizenAtWork15

Optimizing UI

#ClarizenAtWork15

Granting Temp. Login Access

#ClarizenAtWork15

UI Tuning: Setting Up Views optimally

•" Hide irrelevant panels, but leave them available for other users.

#ClarizenAtWork15

Customer Focus

•" Make it easier than ever to give a full Customer Overview •" New Panels can bring in data from public or even internal data sources

#ClarizenAtWork15

Tuning UI – Tidy Ribbons with Profiles

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Tuning UI – Renaming Custom Actions

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Drag and Drop File Attachments

•" Single, or multiple file upload

Getting the Most Out of Social

#ClarizenAtWork15

Pasting Images into Discussion Posts

•" Paste directly from screen capture. Rename the new file.

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Discussion Posts – Meeting Minutes

#ClarizenAtWork15

! "Get to the point quickly. Start with 5-6 key words / subjects, just as you should in email, this will allow readers to quickly scan for relevance. Don’t start with “@name1, @group2, ..” or “I have a client who would like to allow ext!” it gets cut off and requires more clicks Do: Start with “Advice needed: sending documents to email users”

! "Use @notify in the body for specific mentions / assignment /

questions to individuals

! "When CCing groups / other individuals, @notify list should be at the end of the message body and not the first part

Social Best Practices

Discussion Post Best Practice

#ClarizenAtWork15

! "Available for any item

! "Use it like Facebook and Twitter to arbitrarily link data by theme

! "Turn your unstructured discussions into semi-structured info by viewing all the related items from the Topic’s page

Topics

Because that’s how we roll!.

#ClarizenAtWork15

Discussion Feeds – Pinning Posts

•" Pin important posts to the top of the Discussion Group

#ClarizenAtWork15

Discussion Feeds – Pinning Posts

•" Pin important posts to the top of the Group

Resources:

! " Free office hours

! " Tuesday tips and tricks

! success.clarizen.com

Questions?

Thank You

Patrick Smith patrick.smith@clarizen.com

David Goulden david.goulden@clarizen.com

www.clarizen.com

Tips & Tricks - Clarizenmkt.clarizen.com/rs/clarizen/images/FINAL-Tips and... · Copyright © 2015...

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