This will be key for us, too. We want to create a custom action that leads users down the process of using the correct project template and populating it with the correct information. We don't want them using the options in the Start menu.
Reduced 'Start' menu
Much in the same way that the global search and other elements of the Clarizen interface are able to be activated or disactivated at will, would it be possible to allow a configuration of the Start menu?
My company has implemented a custom action for the creation of projects, meaning that a lot of the heavy lifting of project creation is done at the moment that the project is created and not afterwards through numerous secondary screens. As a result, we don't use the 'New Project' option in the start menu.
Similarly, we don't want our users to be importing projects from MS Project, to be inviting other users, or to be always having to skip over the 'Create from Clarizen template' list item. Could we have the option of removing these extraneous items? I may have mentioned this to different members of the Clarizen team before, but I add it here in order to be able to better guage whether this might be of interest to other customers.
Right now our users often get confused between using our Custom Action, and using Clarizen's standard list items. Can you help us with a way to refine this for them?
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We are replacing our Start menu and horizontal main menu with a brand new vertical menu in Clarizen v6. Not only is it customizable, but it automatically hides when you are not using it. Internally, we love it and we hope you'll like it too when v6 launches.