Reporting - Epic Status

Epics let you categorize Tasks into logical groups. You can use any grouping that makes sense to your project, such as Epics, Categories, Types of work, Customers, etc.

When synced with Clarizen One, you can create reports that give you the following status across projects/products, or per project/product:

  • How are we progressing towards our targets or deliverables (Epics)?
  • How much work do we have per Epic?
  • Are we working according to the right priorities?

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Before you begin

All Clarizen Go reports require syncing between Clarizen Go and Clarizen One. Here is how to set this up for your account.

Setup in Clarizen Go 

Clarizen Go Object

What to do

Examples

Workspace

Create Workspaces for each of your projects / products.

Workspace 1: “Product A”;

Workspace 2: “Product B”

Alternatively, create a single Workspace for your agile team.

Workspace: “Integrations Team”

Make sure the workspace is synced with Clarizen One (enable ”Sync with Clarizen One” in the wWrkspace settings)

 

Boards

Add Board(s) in the Workspace, and edit their Stages to reflect your workflow.

For example, create a Board for each type of tasks.

Board 1: “Infra Work”

Board 2: “Front end work”

Epics

Add Epics in the Workspace to reflect your main deliverables: large deliveries or areas of work that consist of multiple tasks.

Epic 1: “Registration”

Epic 2: “Integrations”

Tasks

Add tasks to Boards

 

Connect each Task to the relevant Epic

These 3 tasks are all related to the Epic “Registration”:

  1. Task 1: “Allow registration by email”
  2. Task 2: “Send confirmation message following registration”
  3. Task 3: “Allow registration with Google account”

Enter an Effort Estimation per Task

 

Define the Priority per Task

 

Move Tasks across the different Stages of the Board as you get work done.
This will also update the Tasks’ Status (To do / Doing / Done / Blocked)

 

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In Clarizen One, use these fields (which are updated by Clarizen Go): 

Field Level

Clarizen Go Field →

Updates this Clarizen One Field

Project

Workspace Name

Project Name

Task

Task Name

Task Name

Task’s related Epic

Clarizen Go Epic

Task’s Status (To do / Doing / Done / Blocked)

Clarizen Go Status

 

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