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?
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
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Clarizen Go Object |
What to do |
Examples |
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Workspace |
Create Workspaces for each of your projects / products. |
Workspace 1: “Product A”; Workspace 2: “Product B” |
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Alternatively, create a single Workspace for your agile team. |
Workspace: “Integrations Team” |
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Make sure the workspace is synced with Clarizen One (enable ”Sync with Clarizen One” in the wWrkspace settings) |
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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” |
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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” |
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Tasks |
Add tasks to Boards |
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Connect each Task to the relevant Epic |
These 3 tasks are all related to the Epic “Registration”:
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Enter an Effort Estimation per Task |
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Define the Priority per Task |
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Move Tasks across the different Stages of the Board as you get work done. |
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In Clarizen One, use these fields (which are updated by Clarizen Go):
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Field Level |
Clarizen Go Field → |
Updates this Clarizen One Field |
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Project |
Workspace Name |
Project Name |
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Task |
Task Name |
Task Name |
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Task’s related Epic |
Clarizen Go Epic |
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Task’s Status (To do / Doing / Done / Blocked) |
Clarizen Go Status |
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