Work Item Types
This page describes how Clarizen deals with projects and includes the following sections:
A project is assigned to a project manager and can also be assigned to other team members, such as managers, resources,
reviewers, etc. A project may consist of milestones, tasks, or other sub-projects. Although sub-projects are created as part
of a parent project, they are considered independent projects that include an independent team and represent a separate
deliverable of the project.
- Click adjacent to the project icon to access the contextual drop-down menu .
- Position the mouse pointer over the project name to expose the Quick Peek to view the project data preview.
Figure 1: Project Data Preview Window
Adding (creating) new projects can be achieved in several ways. One method is adding a
new project via the Navigation Panel .
- Work Items Overview
- Creating a Project
- Tasks Overview
- Setting Up Modules
- What Are Clarizen Views?
This page describes Clarizen milestones and includes the following sections:
According to standard terminology "A milestone is a significant event in the project, such as an event restraining future work
or marking the completion of a major deliverable or phase". Wikipedia
A Clarizen milestone has two usages:
A milestone is typically used as a container of tasks to be completed in order to achieve the milestone’s goals
(in terms of content and dates). This methodology enables an instant understanding of every milestone’s status,
especially since it is reflected in the project's work items.
You can refer to a milestone as a significant phase or hammock in your project plan, as this needs to be highlighted in the
high level overview of your project. By setting a milestone's due date you can make it behave like a date-driven milestone
rather than being fully scheduled by its planned work effort.
- Milestones are presented as the icon .
On Roadmaps , i cons fill up with a grey color to indicate the percent completion, schedule status and the milestone progress.
Milestone Roadmap schedule status examples:
- — Milestone is 4% complete
- — Milestone is 65% c omplete
project status and its progress on a Roadmap.
The below images represent the potential roadmap icons:
— The grey border around this milestone icon indicates that this work item's status is 'Not Active'.
— The green border around this icon milestone indicates that this work item's status is 'On Track'.
— The orange border around this icon milestone indicates that this work item's status is 'At Risk'.
— The red border around this milestone icon indicates that this work item's status is 'Off Track'.
— The down arrow on the top left of this milestone icon indicates that this work item is impacted by other work items.
— The up arrow on the top left of this milestone icon indicates that this work item impacts other work items.
— The up and down arrows on the top left of this milestone icon indicate that this work item both impacts and is
impacted by other work items.
— The blue arrow on the bottom left of this milestone icon indicates that this work item is a shortcut.
- Click adjacent to the milestone icon to access the Contextual menu .
- Hover the mouse pointer over the milestone name to expose the Quick Peek.
The Milestone Preview opens.
Figure 1: Milestone Preview
Milestones can be added to Clarizen via the Navigation Panel , the Milestone module , Work Items module , Roadmaps , Workplans ,
discussions , Data Preview windows and more. The commands and buttons for adding new milestones are l ocated on the
Navigation Panel, ribbons , dialog boxes and windows, and vary in design :
- From the Navigation Panel:
- From the Milestone module:
- From the Work Item module:
- From a Roadmap:
- Click here for another method of adding milestones from a Roadmap
- From a Work Plan:
The Add New Milestone in-line editor opens.
Figure 2: Add Milestone In-line Editor
The Add New Milestone in-line editor expands.
Figure 3: Add Milestone Expanded In-line Editor
- Configure as necessary.
The new milestone is added.
This page is the Tasks Overview and includes the following sections:
According to standard terminology "A task is a discrete scheduled component of work performed during the course of a
project. A task normally has an estimated duration, start and due date as well as resources.
A task can be dependent on other tasks." Wikipedia
In Clarizen, a project manager or other manager may create tasks under any project w ork item . A task can be further detailed
into other sub-tasks. At this point, the parent task becomes a container, also known as a hammock , and behaves like a milestone ,
summing up effort, duration and financial values from the sub-tasks below.
Work is measured in the same units as duration (minutes, hours, days, weeks, months).
The default value when setting a task is one day unless defined otherwise during assignment.
A task’s work is the total labor time (measured in man-hours) that is required to complete the t ask (sometimes termed as
Planned Effort ).
A resource’s work is the total amount of work (measured in hours or days) to which they have allocated to that t ask.
Work of the task is a summation of the work assigned to all of the task’s resources.
Clarizen enables you to assign different amounts of work per resource on a task.
(providing the filter is set by Follow ). Additionally, Clarizen generates emails to followers of discussions (if defined in
System Settings ).
A Followers Relations Panel shows all automatic Followers (team members) or manually self-assigned F ollowers.
R egarding user items, you can see both who a user is F ollowing, and who is F ollowing that user.
There are three main Task types :
To Do List Items
To Do List Icon
For example, a To Do List item could be an activity you assign to yourself, such as to conduct research on a specific topic,
or an activity assigned to a resource by a manager to prepare a presentation, or complete a bug status report .
Setting Up Modules