Sharing Information

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Gila Nehemia
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Sharing Information

This page describes sharing information capabilities in Clarizen and includes the following sections:

 View also: Quick Reference Card (QRC) for Sharing views in Clarizen.

About Sharing Information

Sharing information via links or widgets in Clarizen makes purposeful collaboration a breeze inside and outside of the company. 

Share any view, report, roadmap, or Gantt with licensed or unlicensed users. Embed Widgets in a web site for clients so they can see real-time updates.

Sharing is easily accessible from the following sections: Projects modules, Roadmaps, Interactive Gantt, Reports and Dashboards module, Social module, and Extensions.

Share links can be sent to licensed users only since it uses Clarizen permissions. Widgets can be sent to licensed or unlicensed users.

 

Share Action Availability

Administrators need to provide access to the Share button in Profiles via the Ribbon for users. 

In the Profile settings for appropriate profiles add the the Share action to the Common section of the Ribbon. For more detailed information review Action Availability.

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Share Links

  1. Click on the Navigation Panel
  2. Click on the Projects, Reports, or Dashboard module  
  3. Select one or more projects, reports, or dashboards
  4. In the appropriate ribbon click on Share > Link
  5. Links are sent as an email to licensed Clarizen users and a personalized message can be added
  6. In Email to click on     to choose a licensed Clarizen user
  7. Optionally     enter a Subject and message

  9. Click 
  10. When the email is received the recipient needs to click on the link to view the project(s), report(s), or dashboard(s)

 

Share Widgets

Widgets are context sensitive and additional related items can be shared depending on the module or view selection.

Widgets are read-only and can be sent to licensed and unlicensed users to view real-time updates.

You can define whether a password for a widget is mandatory or not. Learn more here.

Note: Financial data cannot be shared via widgets.

  1. Click on the Navigation Panel
  2. Click on Projects, Reports, Dashboard, Interactive Gantt or Roadmap
  3. Select one or more projects, reports, dashboards, gantt or roadmap
  4. In the Ribbon click Share > Widget
  5. Context sensitive views and options need to be selected depending on the following module or view selection. Click on the following links below for more detailed information.
  6. After the appropriate view and options are selected click Next
  7. Click   to view the widget before sending it as an email 
  9. Click on the checkbox to Include iframe code tags so the URL can be embedded in a website
  11. Note: Iframe code tags creates an internal frame in your document to embed widgets in your website
  12. In Email To click    to select a licensed Clarizen user or type in an unlicensed user's email address
  13. Click   to add a subject and message text
  14. Click  to send the widget
  15. The user will receive an email with a widget link 

 

Widgets in Social

Share the Roadmap or Gantt widget with your team when starting or replying to discussion posts

  1. Click on the Navigation Panel
  2. Click on Social
  3. Click on Start a New Discussion or Reply
  4. Click on Add Related
  5. Select either the Roadmap or Gantt widget
  6. In the Roadmap or Gantt widget select project(s) and/or a report
  7. Select the available options if needed, for more detailed information see Roadmap or Gantt
  8. Add the Roadmap or Gantt widget
  9. Enter text in the Discussion post and click Post or Reply
  10. The Roadmap or Gantt widget is added to the post

 

Widgets in Extensions

Roadmap and Gantt widgets can be added and sent from Settings > Extensions

  1. Click on the Navigation Panel
  2. Click on Settings > Extensions
  3. Select either the Roadmap or Gantt widget

  4. Follow steps 6 - 9 in Widgets in Social above
  5. Click Next
  6. Follow steps 6 -13 in Share Widgets

 

 

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