Read-only Summary Card

Sharing information via links or widgets in Clarizen makes purposeful collaboration a breeze inside and outside of the company. Widgets of almost any view can be shared and give loads of information, whether you are sharing reports, projects, requests, or other pertinent information with your key stakeholders.

What's New

An improvement has been made when sharing a Calendar based view as a widget, allowing viewers to get more information about each item in the calendar.

Once a widget is accessed, hovering over an item in the calendar will open up a read-only Summary Card. The read-only Summary Card displays only the relevant fields, as set on the Profile setting of the user who generated the widget. It does not include the related items or actions as viewed in the system itself. 

Please note: If you enable links in the widget, clicking on the item will redirect to the item's detail page.

Widget.jpeg

Need more info?

Learn more about widget sharing and the Summary Card:

  1. Share information
  2. Summary Card
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