See a sprint-by-sprint Roadmap of your Tasks. When synced with Clarizen One, you can create reports that give you the following status across projects/products, or per project/product:
- Which tasks are due in each sprint, and when the sprint is due?
- How much work do we have in each sprint?
- Which projects/products are addressed in each sprint?
- Are we on track?
Option 1 - View by sprint name (X axis = “Parent Milestone” or “Clarizen Go Board”)
Option 2 - View by sprint due date (X axis = “Parent Milestone Due date”)
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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Make sure the Workspace is synced with Clarizen One (enable ”Sync with Clarizen One” in the Workspace settings) |
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Boards |
Add Boards in the Workspace for your backlog and each of your sprints |
Board 1: “Backlog” Board 2: “Sprint 1” Board 3: “Sprint 2” |
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Milestones |
Add Milestones in the Workspace for each of your sprints. They will be used to capture the sprints’ end dates. |
Milestone 1: “End of Sprint 1 - 5/14/2019” Milestone 2: “End of Sprint 2 - 5/28/2019” |
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Tasks |
Add Tasks to Boards: Add Tasks to the Backlog board, and move them to the Sprint Boards as you plan your sprints |
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Connect Tasks to Milestones to set their Due date |
Connect all Tasks in Sprint 1 to the Milestone “End of Sprint 1” |
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Enter an Effort Estimation per task |
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Define a Priority per Task |
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As work gets done, move tasks across Stages on the Board. This will also set the tasks’ Status |
Stage 1: To Do |
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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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Milestone |
Milestone Name (reflects the sprint name: “End of sprint 1”, etc.) |
Milestone Name |
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Milestone Date (reflects the sprint’s end date) |
Milestone End Date |
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Task |
Task Name |
Task Name |
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Task’s Milestone |
Task’s parent Milestone |
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Task Effort Estimation |
Task Work |
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Task Priority |
Task Importance |
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Task Due date (=set by the task’s Milestone) |
Task Due Date |
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Task’s Board |
Clarizen Go Board |
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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. |
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