How does Clarizen Bot work?

There are two ways Clarizen Bot can help you. Clarizen Bot can be set to automatically warn you when issues get behind. Or you can interact with Clarizen Bot to retrieve project data and status on the fly.

Clarizen Bot Interactions

The following is a list of all current supported commands for the bot.

ALERTS 

Automated Alerts

Clarizen Bot is designed to proactively notify you if issues become off track or overdue. Your conversations with Clarizen Bot are private as they take place over direct message (DM). The messages will not be shared. 

Off-track projects: Clarizen Bot will let you know when a project becomes offtrack. You will receive a maximum of one warning a day regarding your offtrack projects.

Overdue tasks: Clarizen Bot will let you know if a task that you are a resource on is overdue. You will receive a maximum of one warning a day regarding your overdue tasks. After the initial notification, you will not receive a notification for the same task for another 7 days.

 

REPORTING

Get a status of what’s on your plate with Clarizen Bot.  Quickly get some key project data within Slack.

 

Status Report

See the status report. Clarizen Bot can highlight progress, scheduling, and budget status for each project.

@Clarizen give me a status report of project Eagle

Clarizen Bot will provide a report of various status signals on project Eagle. Data include scheduling status, budget status, and progress.

Milestone Report

Get a breakdown of the milestones within a project by its R/Y/G status. If a project is off track or at risk, the milestone report helps dive one level deeper to see the status of the milestones.

@Clarizen give me a milestone report of project Penguin

Clarizen Bot will provide a report on the milestones of project Penguin. Data will segment milestones by R/A/G and sort them by status. 

Financial Report

Get the financial results in context of a project. Access the revenue or cost information between budgeted and actual.  

@Clarizen give me a financial report of project Golden Goose

 

TRACKING PROJECTS

Get Back on Track
Quickly determine which projects are at risk and why.  The Clarizen Bot can help prioritize your time by highlighting the status of your projects

@Clarizen show me my projects 

Shows projects where user is the project manager, and the project is active

@Clarizen all projects 

Shows all projects where viewable to the user where the project is active

Off Track Projects

The Clarizen Bot can help prioritize your time by highlighting only projects that are at risk or off track.

@Clarizen Show me my off track projects

Show projects where user is the project manager, the project is active and the project status is off track

@Clarizen Show me my red projects

Show projects where user is the project manager, the project is active and the project status is off track

@Clarizen Show me my at risk projects

Show projects where user is the project manager, the project is active and the project status is at risk

@clarizen Show me yellow projects

Show projects where user is the project manager, the project is active and the project status is at risk

TRACKING TASKS

Overdue Tasks

The bot can help you prioritize your day by showing your overdue tasks. 

@Clarizen Show me my overdue tasks

Update Status: Easily update your tasks with Clarizen Bot’s help. Be able to mark complete, update due date and task from Slack. 

@Clarizen mark as complete

A user can mark a task as complete (assuming it passes all validation rules). 

@Clarizen log 4 hours on [Customer Name/Project Name]

The Bot will show the user a list of work items related to the project name or the customer object. A user can log time on a task if the user is the resource, the task is reportable, and the task's actual effort is updated from timesheets.  

 

@Clarizen add comment

When the user is logging time, the user can add a comment. 

@Clarizen submit timesheet

User can submit a timesheet. User can edit the date, comment, and time logged on the work item. 

FIND PROJECTS OR TASKS

@Clarizen find Project Hummingbird

Clarizen bot will search for active projects with the phrase "Hummingbird"

@Clarizen find Hummingbird

Clarizen bot will search for active projects and tasks with the phrase "Hummingbird"

 

INTERNATIONALIZATION

@Clarizen 我的項目

Clarizen Bot understand multiple languages. We've taught the bot to understand multiple languages, including French, Spanish, Italian, Hebrew, and Chinese. The Bot will respond in English. 

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