2.3 About the Masthead

2.3 About the Masthead

This page describes the Clarizen masthead and includes the following sections:

About the Masthead

Clarizen makes it extremely easy to navigate through the system and receive alerts on new updates immediately wherever you are.
The masthead, located at the top of the Clarizen screen, is a permanent centralized location that provides easy and fast access to several Clarizen utilities links, including step by step tutorials, organization and personal information, chat, alerts, and updates on new items and what you need to do today.

Figure 1: Masthead

Logo

The logo field is customizable enabling you to upload a corporate image or logo. The logo is also a link to the defined Homepage or defined Landing Page from anywhere within Clarizen.

Organization Name

The Organization Name field is customizable enabling entering your organization's name.

Tutorials

The Show Me tutorials link accesses an array of step-by-step tutorial guides which can assist in getting started with Clarizen, using special system features, managing work items, streamlining team collaboration, tips on Clarizen user experience enhancement, and more.
The tutorials are customized to suit your particular role in the organization, and are module based, meaning guide topics focus on whatever current system module you are working with at the time.

  • Click


Figure 2: Show Me Menu

The Show menu drops down

  • Select a tutorial guide.
Tip:

Clarizen Show Me tutorials come out-of-the-box and are customizable. For information on creating customized Show Me tutorials, please contact your Customer Success manager.

Users Menu

The User Data drop-down menu enables users to access their My Details Properties Card (to define and update individual system profile and user settings), access to Settings (for Admin users only), change between assigned profiles (see the Profiles chapter for more details), access Help & Training (Clarizen's community web site where users share management insights, navigate to related destinations, including this user manual, and enables communication with Clarizen's Customer Success Team for support related issues).

You can also log out of the system from this menu.

  1. Click the User menu link.
    The User Data menu drops down.

  2. Select an option.
Note:

'Settings' is available only for Admin users.

Chat Menu

Chat enables quick communication between users to promote work item collaboration.

The Chat drop-down menu displays users that are currently online, it also allows you to mark users as Favorites (placing them at the top of the list) and enables users to select other users to chat with.
Users can view all other users chatting with them and see the number of new chat messages added.

New and current conversations pop up directly in the masthead.

  • Click to view ongoing chat conversations.

Chat History

  • Click to view previous chat messages.

Activities Today

The Activities Today icon displays a value notifying how many scheduled and new items you have a role in require your attention 'today'.

People assigned as managers or approvers are notified of approvals requiring their attention today as well.
The Activities Today drop-down displays scheduled and newly created work items, cases and collaboration items (such as emails, discussions, and notes).

— indicates there are no new items in your organization where you have a role

— indicates there are two (in this example) new items in your organization where you have a role

  • Click
    The Activities Today menu drops down.


    Figure 3: Activities Today Menu
  • Click an option to navigate to the relevant item, or mark relevant tasks as 'Read'.
Note:

Values for items in Activities Today clears once the item(s) are seen to.
The icon turns to

Alerts

Alerts informs you when work items are past due date, pose a scheduling conflict, have no Resources, and/or other similar notifications.

Alerts are generated automatically by Clarizen, and if resolved, are displayed as such.

  • Click
    The Alerts menu drops down.


    Figure 4: Alerts Menu

    The Alerts drop-down menu contains the last five alerts generated and enables you to manually resolve any of them.

    The total number of new alerts is displayed in the upper section, you can also click to navigate to the Alerts module.
  • Click See All to view all available alerts.
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