Sharing Information
This page describes sharing information capabilities in Clarizen and includes the following sections:
- About Sharing Information
- Share Action Availability
- Share Links
- Share Widgets
- Widgets in Social
- Widgets in Extensions
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.
Share Links
- Click on the Navigation Panel
- Click on the Projects, Reports, or Dashboard module
- Select one or more projects, reports, or dashboards
- In the appropriate ribbon click on Share > Link
- Links are sent as an email to licensed Clarizen users and a personalized message can be added
- In Email to click on
to choose a licensed Clarizen user
- Optionally
enter a Subject and message
- Click
- 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.
- Click on the Navigation Panel
- Click on Projects, Reports, Dashboard, Interactive Gantt or Roadmap
- Select one or more projects, reports, dashboards, gantt or roadmap
- In the Ribbon click Share > Widget
- 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.
- After the appropriate view and options are selected click Next
- Click
to view the widget before sending it as an email
- Click on the checkbox to Include iframe code tags so the URL can be embedded in a website
-
Note: Iframe code tags creates an internal frame in your document to embed widgets in your website
- In Email To click
to select a licensed Clarizen user or type in an unlicensed user's email address
- Click
to add a subject and message text
- Click
to send the widget
- 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
- Click on the Navigation Panel
- Click on Social
- Click on Start a New Discussion or Reply
- Click on Add Related
- Select either the Roadmap or Gantt widget
- In the Roadmap or Gantt widget select project(s) and/or a report
- Select the available options if needed, for more detailed information see Roadmap or Gantt
- Add the Roadmap or Gantt widget
- Enter text in the Discussion post and click Post or Reply
- 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
- Click on the Navigation Panel
- Click on Settings > Extensions
- Select either the Roadmap or Gantt widget
- Follow steps 6 - 9 in Widgets in Social above
- Click Next
- Follow steps 6 -13 in Share Widgets
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