Course Details

Duration: 43:19

Audience: Administrators

Overview of Course: Views are an integral component of working with Clarizen. This course will teach Admins to create and manage the views that are utilized in their Organizations.

• (0:27) What are Views?
• (1:07) Accessing the View Navigator
• (3:06) Module Views
• (4:28) Module View Options
• (6:00) Editing an Existing View
• (7:31) Set Permissions/Access
• (9:25) Choose Display Format
• (13:11) Define Filters
• (14:59) Choose Columns
• (18:02) Related Information Panel
• (21:22) Best Practice: Use “Save As” to Create New Views
• (22:11) Advanced Options
• (22:51) Conditional Formatting
• (29:01) The “Team” View
• (31:31) Item Detail View
• (34:30) Item Detail View Options
• (39:08) Set Up Gantt View
• (40:53) Item Detail View Recommendations

Return to Foundation Training Course List

Related Videos:

• Conditional Formatting Tutorial
• Creating and Managing Views Tutorial
• Creating and Managing Chart Views

Additional Reference Materials: