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Priority projects identifier

I have a number of projects that are tracked using clarizen however some of these are of more importance or priority than other projects.  My question is how can i show or record the priority ones over the common every day jobs/projects etc.

Also I would like to produce a report that maybe based just on these priority projects as opposed to all.

 

Myzpah Paikea Answered

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Hi Myzpah,

Great question! You can use our 2 standard fields for prioritizing/categorizing your projects: Priority and** Importance**. (If these fields do not meet your requirement, you can simply create a custom field at the Project enitity). To add existing fields to your view, simply click on a gear icon >> Manage and add these fields to your layout. See link: http://screencast.com/t/botPyHugsW

Thereafter, with our powerful filtering and sorting capabilities, you can use this view and share as report or create a customized report that will include projects based on these prioritized projects.

For more info, please see the following tutorials:

- Sharing views: https://clarizen.zendesk.com/entries/60058847-Share-View

- Clarizen reportshttps://clarizen.zendesk.com/entries/24114482-Clarizen-Reports

- Custom fieldshttps://clarizen.zendesk.com/entries/24136178-Custom-Fields

For further clarification, please hop on our daily Q&A webinars (see the link-> http://www.clarizen.com/resources/online-demo.html#second ).These are great resources for free consulting with our Customer Success Managers and visual answers to your questions. Ask for a demo and we will be happy to walk you through this.

All the best,

Diana

Diana Sandura 0 votes
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