Case Modules

Setting Modules and Enabling Case Types

Clarizen Admin users can add or remove Navigation Panel Case modules and configure the vertical order of module appearance on the panel.

Case types can also be set by Admins as ' enabled in Clarizen' thus defining whether case type's modules appears or not in Clarizen (including in a Navigation Panel Multi-Find Window).


View Navigator

Clarizen's View Navigator ' out-of-the-box' default view options vary from module to module. The figure below shows the Cases module out-of-the-box' default view options.

Figure 1 : Cases Module View Navigator


Team Panel

The Cases module and the Requests , Bugs , Risks and Issues modules all support including Clarizen's Team Panel to the respective views.

The addition of the Team Panel creates team-centric views to better assist with team collaboration on all deliverables.

Figure 2: Cases 'Team-centric' Basic View



The grid is Clarizen's standard data table display for viewing, managing and editing data and items in most modules.
A grid display is one of three display type options used to configure several of the out-of-the-box view options available in the View Navigator for most modules.

Using the Time Range Filter enables filtering the grid to show items and events occurring during the actual period/date(s) defined.

Clicking the icon, located above the ribbon enables managing grid column sets which can then be further filtered and sorted.

Figure 3: Cases Module Grid


Searching and Filtering

The Cases , Requests , Bugs , Risks , and Issues modules can be searched and filtered for items and data using the Contextual Search and the Time Range Filter.

Note: Clarizen can be searched globally using th e Global Search tool.



The Cases , Requests , Bugs , Risks , and Issues module ribbons , located under the masthead (at the top-left in each module) provides controls for performing actions on selected items.

Figure 4: Cases Module Ribbon


Relations Panel

The Cases , Requests , Bugs , Risks , and Issues module grid displays include t he Relations Panel , located on the right-hand side of the screen.


The Relations Panel displays any related items, such as assigned resources , files , and discussions , etc.) of a selected item type in the grid , and enables working with the related items while staying in context of your original view.

The panel is blank when multiple ​items are selected.


Properties Card

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