Reporting - Roadmap View

See a Roadmap view 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 week / month / quarter?
  • How much work do we have in each time period?
  • When is each project/product addressed?
  • 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. More about setting up

Workspace 1: “Product A”;

Workspace 2: “Product B”

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

 

Milestones

Add Milestones in each Workspace for any target dates that you have

Milestone 1: “Content ready - 5/14/2019”

Milestone 2: “Event Kickoff - 5/28/2019”

Tasks

Connect tasks to Milestones to set their Due date

Connect the Milestone “Event Kickoff” to all tasks that need to be completed towards this milestone. Their due date will be set accordingly

Alternatively, set tasks’ due dates manually, per task

 

Enter Effort Estimation per task

 

Enter Priority per task

 

As work gets done, move tasks across Stages on the Board. This will also set the tasks’ Status

Stage 1: To Do

Stage 2: In Progress

Stage 3: Done

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 Due date (=set by the task’s Milestone, or manually)

Task Due Date

Task Effort Estimation

Task Work

Task Priority

Task Importance

 

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