Jump to:

• Setting Modules and Enabling Case Types
• View Navigator
• Team Panel
• Grid
• Searching and Filtering
• Ribbon
• Relations Panel
• Properties Card

Setting Modules and Enabling Case Types

Clarizen Admin users can add or remove Case modules using Profiles. Click here to learn more.

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.

Cases Module View Navigator

See also the new Grid and Card views for Cases.

 

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.

Cases 'Team-centric' Basic View

 

 

 

Grid

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.

Cases Module Grid

​

See also the new Grid and Card views for Cases.

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 the Global Search tool.

 

Ribbon

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.

Cases Module Ribbon

​

Under Utilities you can find Change History for viewing historical events on cases and Change Type to change the case type.

Relations Panel

The Cases , Requests , Bugs , Risks , and Issues module grid displays include t he Relations Pane, 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

Properties cards can be accessed from the Cases , Requests , Bugs , Risks , and Issues modules by selecting the item in the grid , and clicking located in the Relations Panel.

See also the new Grid and Card views for Cases.