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Lessons Learned

What is a solution within Clarizen to record Lessons Learned for future reference?

 

Angel Jackson Answered

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My personal preference is to link to a Google Doc for Lessons Learned. You can also use a custom textarea field, a social post, a note, or an attachment for Lessons Learned. 

Josh Santos 0 votes
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We are using cases to record lessons learned.

We have created a custom field (Simple check box) to indicate whether a case should be included on the lessons learned log and use a view in the cases module to view only cases with the 'flag' set.

Phil Smith 0 votes