Course Details
Duration: 1:02:30
Audience: All Clarizen Users
Overview of Course: This course is designed to introduce all new Clarizen users to the interface and basic navigation. In addition, this course covers the basics of Clarizen’s powerful collaboration capabilities.
Topics Include:
- Getting Started
- (1:00) Where to Access Help and Support
- (1:26) Logging into Clarizen
- (2:38) Introduction to the Clarizen UI
- (3:46) The “Masthead”
- (8:00) The Navigation bar
- (10:58) The “Home” Module
- (17:25) Introduction to Views
- (20:28) Module Views
- (21:30) Relations Panel
- (24:07) The “Ribbon”
- (26:27) Filter, Search and Sort in Views
- (30:27) Working with Columns: Resize, Rearrange, Add/Remove
- (33:30) Saving Views
- (34:13) Item Detail Views
- (35:20) The Properties Card
- (36:01) The Roadmap (specific to project views)
- (37:29) The Work Plan: Grid and Gantt (specific to project views)
- Collaboration
- (40:44) Introduction to Collaboration
- (44:10) Key Concepts and Navigation
- (44:51) Browse, Join, and Create Discussion Groups
- (46:37) Explore a Discussion Group
- (46:56) Set Discussion Group Notification Preferences
- (48:19) Posting a Message
- (49:05) Special Commands (@, #, +) and Options
- (52:18) Working with Existing Posts
- (54:18) Example Use Cases
- (57:12) Collaboration Via Email
- (58:18) Collaborating on Files
- (1:00:10) Adding Tasks Via Post
Return to Foundation Training Course List
Related Videos:
- Clarizen Overview Tutorial
- Creating and Managing Views Tutorial
- Creating and Managing Chart Views
- Social Module Tutorial
Additional Reference Materials:
Can you please remove the need to enter our email every time we want to watch a video when we are already logged onto your site?