Today, IT organizations are responsible for delivering both projects and small work that originate from many different areas of the business. Clarizen can help manage this process effectively by aggregating all of the data, files, and communication in one place making it easy to create a project or small work. Clarizen’s automation will also reduce manual work by automating laborious tasks such as sending notifications and alerting the appropriate teams.


The roles encompassing the project creation process include the portfolio manager, project manager and sponsor. The best practices below describe how organizations can leverage Clarizen to streamline the process, ensuring each role is clearly identified and is provided the necessary information and notifications in order to execute.



Click HERE to install the best practice application for project creation

DISCLAIMER: Making changes to these configurations will take them outside the scope of standard support. Please contact your CSM prior to making any changes in Settings and Mapping and Events.

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