This page describes Custom Actions on the Navigation Panel, and includes the following sections:

• About Custom Actions
• Creating a New Custom Action

About Custom Actions

Custom Actions allow organizations to add buttons that activate their own series of actions.

It is very useful when a procedure has to be performed in Clarizen many times.
Custom Actions allow Admin users to:

• Define organizational procedures as a series of actions and pack them as a Custom Action
• Define different Custom Actions for different Clarizen item types
• Run Custom Actions directly via URLs
  • You can create URLs, add them directly to emails, discussion posts, or as a new field in a grid or Properties card, and run Custom Actions by clicking a link to the Custom Action pop-up (or redirect you to Clarizen if accessing ​the URL via email) just like running it manually from the screen.

Click here for more on running Custom Actions directly via URLs

• Create Wizards - you can create wizards with multiple screens by linking several custom actions and even use logical rules for different results based on the input of the various screens.
• Let users select an item in the system and click a button to run the Custom Action on it
• Define a Custom Action on a family of item types such as on all work item, which will be available for all family members:
  projects, milestones and tasks
• Define which users are allowed to run the action and what conditions have to be met
• Define interaction with the user:
  • Request user confirmation after the user selects a Custom Action
  • Include variables that the user completes. A dialog box opens after a Custom Action is selected

For example: postpone due date by X days, where X will be filled by the user.

• Show a success message that the Admin creates or receive a system error
  ​

The Custom Action’s item type determines which module has a Custom Action button.

For example, if a Custom Action was defined on the People module, the option is included in the People module ribbon and in the Skills module.

The button appears in the ribbon under ‘Custom Actions’ and in the contextual menu for the selected item.

Creating New Custom Actions

Clarizen Admin users create new Custom Actions from the Customization section in the Settings module.

To create a new Custom Action, select the item type to which you would like to create the Custom Action, open the Create New dropdown, and click ‘Custom Action’.

• Click here for more on Creating Custom Actions

Recent Items , located on the Navigation Panel, contains a list of the recently accessed items.

Accessing Recent Items

1. Click Recent Items.
   
   The list of all recently accessed items opens.
2. Hover over and click an item in the list .
   
   The screen refreshes showing the item selected in Item Detail view.

Figure 6: Recen Items

This page describes Favorites on the Navigation Panel, and includes the following sections:

• About Favorites
• Accessing Favorites
• Designating a Favorite User
• Removing Users from Favorites
• Designating a Favorite Report
• Removing Reports from Favorites

About Favorites

The Favorites option on the Navigation Panel accesses the list of any users and/or reports marked as a Favorite by the user.

Users and/or reports designated as Favorites can be added to a pool of reusable resources as preferred or 'favorite' items (such as other users or reports). Once done, the item types are added to your Navigation Panel Favorites menu for
future easy reference and access.

Accessing Favorites

1. Click 
   The Navigation Panel opens.
2. Click Favorites .
   
3. Click the item.
   
   The Item Detail view of the selected item opens.

Designating a User as Favorite

1. Click the Chat menu located on the masthead.
   
   The list of users in the organization drops down.
2. Click the icon adjacent to a user's name.

The icon becomes , the user's name locates to the top of the Chat menu, and the user is added to the Navigation Panel Favorites list (under People).

Removing Users from Favorites

• From either the Chat menu or the Navigation Panel Favorites list, click adjacent to the user to remove.
  
  The user is removed from Favorites.

Designating a Report as Favorite

3. Click adjacent to an item type in the Name column.
   
   The list of a vailable item types opens.
4. Click the row (NOT THE LINK) of a the report to be designated as a Favorite.

​

Figure 8: Designate a Report

5. Click
   
   A pop-up message appears confirming the action.

​

The report is added to the Navigation Panel Favorites list (under Reports) .

Removing Reports from Favorites

• From the Navigation Panel Favorites list, click adjacent to the report to remove.
  
  The icon becomes , the report is removed from Favorites.

Clarizen modules are accessible via the Navigation Panel as long as they are enabled by your Clarizen Admin user .

The list of modules include:

• Social Module
• Discussion Groups Module
• Portfolios
• Programs
• Projects Module
• Work Items Module
• Milestones Module
• Tasks Module
• Cases Module
• Issues Module
• Bugs Module
• Risks Module
• Requests Module
• Timesheets Module
• Expense Sheets Module
• Approvals Module
• Meeting Notes, Action items, and Decisions
• My Work
• People Module
• Licenses Module
• User Groups Module
• Job Titles Module
• Skills Module
• Customers Module
• Reports Module
• Settings Module
• Recycle Bin Module
• Templates Module
• Alerts Module

Social Module

The Clarizen Social module is for viewing and participating in discussions that interest you and that you are a follower of, either automatically, due to a role you have in the system because you are mentioned, or because you manually decided to follow them. In addition, the social module has the list of discussion groups of which you are a member, and also enables joining new discussion groups of interest.

• Click here for more on the Social module

Discussion Groups Module

The Discussion Groups module, laid out in a grid, is for managing discussions; either ad-hoc groups or organizational user groups that hold discussions in the context of a specific subject, such as: a new initiative, an interest, a project workspace or a team in the organization. In addition, discussion groups can encompass related information to the subject at hand such as files, tasks, cases, Roadmap, Gantt and more. Discussion Groups may be created by any user in Clarizen and can be public or private.

• Click here for more on the Discussion Groups module

Portfolios

A Portfolio is any collection of Projects and Programs, and can be used for a range of different purposes. Common uses for Portfolios are to group projects by size, by governance process, by product, by customer, by geography, or by business unit. 

• Click here for more about Portfolios.

Programs

A Program Work Item groups together Project work items. The Program views provide Program Managers top-level aggregated views of projects, with additional capabilities for visibility and reporting.

​Click here for more about Portfolios.

Projects Module

The Projects module is where you manage your projects. 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. The Projects module can display projects in a grid, as ​ charts or as thumbnails.

• Click here for more on the Projects module

Work Items Module

The Work Items module, laid out in a grid, is for managing all work items (projects, milestones, tasks) from one central location.

• Click here for more on the Work Items module

Milestones Module

The Milestones module is for managing milestones; typically used as containers of tasks to be completed in order to achieve the
milestone’s goals. Milestones make up the key phases of a project’s Roadmap.

• Click here for more on the Milestones module

Tasks Module

The Tasks module is for project managers or other managers may create tasks under any work item of a project.
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.
The Tasks module can display tasks in a grid or as ​charts.

• Click here for more on the Tasks module

Cases Module

The Cases module, laid out in a grid, is for viewing and managing cases; super classes of bugs, issues, risks and requests.

• Click here for more on the Cases module

Issues Module

The Issues module is for managing Clarizen issues; case item types that are used to report any issue related to a project.

• Click here for more on the Issues module

Bugs Module

The Bugs module is for managing bugs; case item types generally used internally or by customers to report a software issue.

• Click here for more on the Bugs module

Risks Module

The Risks module is for handling risks; case item types that can be used to log potential risks in completing work item targets, hence create a risk register for a project or work item.

• Click here for more on the Risks module

Requests Module

Requests modules shows the case item types that can be used as enhancement requests, either internally or externally by customers or as change requests in regards to projects or similar work items.

• Click here for more on the Requests module

Timesheets Module

The Timesheets module, laid out in a grid, enables managing Clarizen Timesheets, which contain a set of reportable work items within a one week period for resources to report their hours worked.

• Click here for more on the Timesheets module

​

Expense Sheets Module

The Expense Sheets module, laid out in a grid, enables managing expense sheets that are linked to specific work items .

• Click here for more on the Expense Sheet module

​

Approvals Module

The Approvals module is a personal view which lists Timesheets and Expense Sheets submitted for your approval by employees either directly managed by you or by resources assigned to work items within projects that you manage.

• Click here for more on the Approvals module

Meeting Notes, Action items, and Decisions

With Meeting Notes, you can include and track the processes, decisions and required action items directly related to the entities in Clarizen One. These entities include Work Items such as Programs and Projects, Portfolios, Cases, Customers, and Users/Resources.

• Click here to learn more on Meeting Notes, Action items, and Decisions

My Work

A homepage for team members displays a dashboard with an up-to-date status of the tasks on their plate. Team members can also take action, like report and update task progress, and log time.

• Click here to learn more on My Work

People Module

Manage the People in your organization, edit existing ones and assign/revoke user licenses. The People module can display people using Clarizen in a grid or as thumbnails.

• Click here for more on the People module

Licenses Module

View and manage your organization licensing, revoke license association, purchase new licenses and view the various purchase orders. 

• Click here for more on the Licenses module

User Groups Module

The Users Groups module, laid out in a grid, is for creating groups to associate with members of a project or a task. Groups can be structured into hierarchies.

• Click here for more on the User Groups module

Job Titles Module

The Job Titles module, laid out in a grid, contains a list of the available job titles which can be assigned to users.

• Click here for more on the Job Titles module

Skills Module

The Skills module, laid out in a grid, contains a list of skills (PMO, MS-Excel expert, Java Expert) which can be assigned to users.

• Click here for more on the Skills module

Customers Module

Clarizen enables users to associate projects with one or more customers so that customer-centric projects, such as service projects, build-to-order projects, build-to-customer and others are linked to their respective customer(s).

The Customers module, laid out in a grid, is where the Clarizen administrator can manage the list of the organization’s customers.

• Click here for more on the Customer module

Reports & Dashboards Module

In the Reports module, executive leadership and project managers gain access to reports and dashboards that can be shared with everyone.

• Click here for more on the Reports & dashboards module

Settings Module

The Settings module is used by Admins to customize Clarizen to the organization's needs. The System Settings module includes a list of definable mandatory and optional parameters. Global configuration settings include currency settings, workflow rule custom fields, InterAct rules and system business processes.

• Click here for more on the Settings module

Recycle Bin Module

The Recycle Bin module enables managing deleted items. Deleted items are kept in the Recycle Bin for 45 days and then automatically deleted. Prior to that they can be restored if needed.

• Click here for more on the Recycle Bin module

Templates Module

The Templates module enables managing templates when creating a new project or milestone. You can save time and standardize your processes by selecting a template from a list of available system templates in the module.

• Click here for more on the Templates module

Alerts Module

The Alerts module enables you to navigate and update the list of all alerts triggered from events that occur on project work items you are assigned to, either as a project manager, resource or functional manager.

• Click here for more on the Alerts module