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HomePage customization

Hi, it is possible to customize the homepage view, in order to view just task of one project (in any status)? The issue its when you have a porfolio, can not use the task dashboard because its a summary of all projects.

Thanks

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Absolutely, all you need to do is click on the Project column header and filter to only see tasks related to a specific project.

Clarizen Team 0 votes
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Thanks Josh, however when I go back to the graphic view, return to represent all my proyects. I have a few more questions,
Is it a possible way to save different versions of a baseline or different version of a project?
It is possible to have an "UNDO" bottom, like word or excel?

Thanks

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Ah, the system will remember sorts but not filters. This will change in Clarizen v6 later this year when you will be able to save filters as part of your views.

The way you would save multiple baselines would be by taking snapshots, essentially duplicating the project and cancelling the duplicates. To see how to do this, I would recommend hopping on one of our Q&A forums.

As for undo, this does not correlate well to Word or Excel since it is a multiuser environment, but something to this effect is scheduled for a future release. For right now you can undo deletions you make within a 45 day window (click the recycle bin icon at the very end of the main menu bar).

Clarizen Team 0 votes