I'm looking for feedback from Clarizen employees plus other users.
We are evaluating Clarizen and if we proceed with it would very much like to use it to manage ALL of our work (within reason). We don't want employees tracking project work in one application and non-project work in another. In our current software application we have "service boards" set up for tracking general non-project work against areas/categories of ongoing work (no start and end) such as "Accounting", "IT", etc. totaling about 15 categories in all.
My thoughts so far for options are:
Topics or more likely User Groups look like they might be a way of assigning categories (i.e. make a user group "Accounting"), but unfortunately they don't allow tasks and subtasks, which I find extremely useful for all work. I also don't see any way when selecting a user group to only show active tasks in the side panels? I don't want the side panels filling up with hundreds of tasks (not sure how side panels behave once they contain hundreds of items but when they contain only a few they they seem to show all tasks including completed).
Just create ongoing projects for each Category. Or even one big single ongoing project with sub-projects for each category. This allows tasks and subtasks, and good filtering of (only active) tasks in views, but I don't necessarily like the idea of using projects for ongoing work that does not have a start and end.
I should note that one requirement is to be able to determine which users see which categories, everyone for instance should not be able to see "Accounting", in case that affects recommendations.
Again, I'm very interested in what others are doing and why.