Epic Status – Clarizen Success

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

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”: Task 1: “Allow registration by email” Task 2: “Send confirmation message following registration” 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)

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

Install the Clarizen Go Assignee Sync & Best Practice Reports app, and get access to report templates that you can use out of the box or customize as needed.

Before you begin

Setup in Clarizen Go

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

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