How does Clarizen Workbot work?

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

Clarizenbot Interactions

ALERTS 

Automated Alerts

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

Off-track projects: Clarizen Workbot 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 Workbot will 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 Workbot.  Quickly get some key project data within Slack.

 

Status Report

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

 

@Clarizen give me a status report of project Eagle

 

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 Hummingbird

 

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, TASKS AND STATUS

Get Back on Track
Quickly determine which projects are at risk and why.  The Clarizen Workbot can help prioritize your time by highlighting only projects that at risk or off track.

 

@Clarizen show me off track projects

 

Off Track Projects

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

 

@Clarizen Show me off track projects

 

Overdue Tasks

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

 

@Clarizen Do I have any overdue tasks?

 

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

 

@Clarizen mark as complete

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