The Information-rich Project Overview field is a powerful addition to Clarizen which will bring your project views alive with color and rich formatting options.
First a bit of background. Prior to this release Rich Text and formatting could be done in Notes, Emails, and Discussion Posts. Discussion Posts also let you paste in images and use @mentions and #references. If you wanted still more detail and formatting you could always attach a document and, if you wanted to work online on the document, you could do so on a Google Doc, or Sharepoint Word Document. So far so good. When you have many posts, notes or documents it can get more complex to get a quick synthesized overview of the project. The Overall Summary and Description fields are plain text, but people often want more structure and format options.
Enter the Information-rich Overview
One of the great strengths of Clarizen is the ability to keep a consistent structure in your data for scalable reporting, together with a highly flexible layout that you can tailor to your organization. Today, this changes (in a good way, and only if you want)!
Overview brings rich text, tables, embedded images, multiple text sizes and hyperlinks into the Property Card allowing you to mix standard structured Clarizen data such as Project KPIs (status indicators, costs, revenue), structured data points (project types, project manager, sponsor etc..) alongside richly formatted text of your design. Think of it like a wiki: it’s open to free editing with internal structure of your choosing, but not what you’d expect to put in a report grid, an Excel export, or a Microsoft Project export. This is the design principle here.
Sounds amazing! How can I get it?
You’ll need an Admin to set this up in your organization.
Through Settings> Profiles the Overview field can added to the Property Card to any:
- Work Item: Project, Milestone, Task
- Case: Risk, Issue, Request, Bug
As each item type has its own layout you have total control over which have an Overview field and which should not.
Where can I see it?
Property Card only. Remember, it’s like a homepage/ wiki.
Who can edit the Overview?
If you are an Owner of the item (or Project Manager, or Super User), you can write.
Anyone else who can see the property card (Assigned Resources, Reviewers) can also see the Overview in the Property Card.
How should I use it?
Whatever gives you the most value to display centrally.
Anything else I should know?
- search the content using Global Search (Navigation bar)
- embed the widget into another system, such as a Sharepoint homepage or a Confluence page (Learn more here)
You can’t currently:
- edit the Overview with workflow. That might change in the future.
- print the Overview field directly.
- link to embedded images from elsewhere.
- export the field into a document using Document Publisher
- sync the content of the Overview to Salesforce, JIRA, Netsuite, Excel via API