About the Sync Process, and Synced Fields

The sync process is a result of the following components:

  • Background sync - this is the ongoing sync that syncs updates to Milestones and Tasks in the Clarizen Go Workspace to Milestones and Tasks in the Clarizen One Project
    • Updates are synced with a maximum delay of 5 minutes
    • The Milestone and Task work items in Clarizen One include Clarizen Go dedicated fields. These fields have the prefix Clarizen Go. Updates in Clarizen Go are synced to these fields.
  • A Clarizen Go Sync app in Clarizen One that:
  • (Optional) Clarizen Go Task Effort Sync Example App - An optional app to convert Clarizen Go's Estimated Effort, Clarizen Go Actual Effort, and Clarizen Go Remaining Effort fields to Clarizen One's Work, Remaining Effort and Actual Effort fields. 
  • Members/Resources - After connecting Clarizen Go to Clarizen One, all members in the Clarizen Go account are added as resources in Clarizen One. Members are matched to Clarizen One users based on their email addresses. If an email is not found in Clarizen One, a new resource is created with a None license type.

The following table shows correlating fields in Clarizen One and Clarizen Go. We recommend that the Clarizen One Admin create Project and Work Plan Views for synced Projects, using the fields described below. See Clarizen Views.

Entity

Clarizen Go Fields

Clarizen One Fields

(background sync)

Clarizen One Fields

(updated by Sync app)

Project

 

Workspace Name

Project Name 

 

 

Link to Clarizen Go Workspace

 
 

Clarizen Go Project (Yes/No)

 
  Last sync time and date  
Workspace Description Description  

Workspace Creator
(email)

Clarizen Go Workspace Creator  

Milestone

Name 

Name 

 

Date

 

Clarizen Go Due Date

Due Date

Note: When a due date is updated for a Milestone that has Tasks in Clarzien Go, the due date in Clarizen One will be updated based on the associated Task with the latest due date.

 

Task

Name

Name 

 

Description

Description 

 

 

Link to Clarizen Go Task

 

Priority

Importance 

 

Start date

Clarizen Go Start Date

Start Date

Due date

Clarizen Go Due Date

Due Date

Actual Effort

Clarizen Go Actual Effort

 

Estimated Effort

Clarizen Go Estimated Effort

 

Remaining  Effort

Clarizen Go Remaining Effort

 

Assignees

Clarizen Go Assignee Email (concatenated|)

Resources

Epic Name

Clarizen Go Epic

 

Board Name

Clarizen Go Board 

 

Board Type 

Clarizen Go Board Type (Scrum/Kanban)

 

Sprint Start Date 

Clarizen Go Board Start Date

 

Sprint End date 

Clarizen Go Board End Date

 

Board Stage Name

Clarizen Go Stage

 

Board Stage Status

Clarizen Go Status

 
Have more questions? Submit a request

Comments