Tips & Tricks - Clarizenmkt.clarizen.com/rs/clarizen/images/FINAL-Tips and... · Copyright © 2015...
Transcript of Tips & Tricks - Clarizenmkt.clarizen.com/rs/clarizen/images/FINAL-Tips and... · Copyright © 2015...
![Page 1: Tips & Tricks - Clarizenmkt.clarizen.com/rs/clarizen/images/FINAL-Tips and... · Copyright © 2015 Clarizen@Work. All rights reserved !! #ClarizenAtWork15 !"Get to the point quickly.](https://reader030.fdocuments.us/reader030/viewer/2022040908/5e809aed0645ab21722f5fae/html5/thumbnails/1.jpg)
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Tips & Tricks: Unleash Your Inner Power User
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Featuring:
Patrick Smith Customer Success Manager
Clarizen
David Goulden Director of Product
Clarizen
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Agenda
! " Connecting to productivity tools
! " Optimizing — Tuning the UI
! " Getting the most out of Social
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Connecting to Productivity Tools
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Progress Update Request Email
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Progress Update Request Email
•" Quick Update
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Progress Update Request Email
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Progress Update Request Email
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iCalendar
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iCalendar
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iCalendar
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iCalendar
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iCalendar
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iCalendar
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iCalendar
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iCalendar
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iCalendar
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iCalendar
My Details – Overview View
Subscribe to iCalendar
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iCalendar
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InterAct Demand Request by Non-Clarizen Resources
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InterAct Bug Reporting
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InterAct Bug Reporting
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Resource Load View
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Resource Load View
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Resource Load View
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Resource Load View
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Resource Load View
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Resource Load View
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Resource Load View
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Resource Load View
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Resource Load View
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Resource Load View
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PM Tip – Work Plan View
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PM Tip – Work Plan View
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PM Tip – Work Plan View
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PM Tip – Work Plan View
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Schedule Impact Tracking in Work Plan
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Speedy Work Creation – Shift+Enter
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Sharing any Views
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Sharing any Views
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Sharing Views in Outlook – New Folder
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Sharing Views in Outlook - Homepage
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Sharing Views in Outlook - Homepage
http://app2.clarizen.com/Clarizen/TeamSpace/Timesheet?...
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Sharing Views in Outlook
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Optimizing Screens and Layouts
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Recent Items
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Show Me
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Show Me
Click to open the navigation panel
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Select “New” Select to create a
new “project”
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Combine Misc. with Utilities Menus
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Optimizing UI
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Combine Misc. with Utilities Menus
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Optimizing UI
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Combine Misc. with Utilities Menus
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Optimizing UI
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Granting Temp. Login Access
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Granting Temp. Login Access
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Granting Temp. Login Access
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Granting Temp. Login Access
55
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UI Tuning: Setting Up Views optimally
56
•" Hide irrelevant panels, but leave them available for other users.
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Customer Focus
57
•" Make it easier than ever to give a full Customer Overview •" New Panels can bring in data from public or even internal data sources
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Tuning UI – Tidy Ribbons with Profiles
58
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Tuning UI – Renaming Custom Actions
59
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Drag and Drop File Attachments
60
•" Single, or multiple file upload
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Getting the Most Out of Social
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Pasting Images into Discussion Posts
62
•" Paste directly from screen capture. Rename the new file.
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Pasting Images into Discussion Posts
63
•" Paste directly from screen capture. Rename the new file.
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Pasting Images into Discussion Posts
64
•" Paste directly from screen capture. Rename the new file.
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Discussion Posts – Meeting Minutes
65
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! "Get to the point quickly. Start with 5-6 key words / subjects, just as you should in email, this will allow readers to quickly scan for relevance. Don’t start with “@name1, @group2, ..” or “I have a client who would like to allow ext!” it gets cut off and requires more clicks Do: Start with “Advice needed: sending documents to email users”
! "Use @notify in the body for specific mentions / assignment /
questions to individuals
! "When CCing groups / other individuals, @notify list should be at the end of the message body and not the first part
66
Social Best Practices
Discussion Post Best Practice
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! "Available for any item
! "Use it like Facebook and Twitter to arbitrarily link data by theme
! "Turn your unstructured discussions into semi-structured info by viewing all the related items from the Topic’s page
67
Topics
Because that’s how we roll!.
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Discussion Feeds – Pinning Posts
68
•" Pin important posts to the top of the Discussion Group
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Discussion Feeds – Pinning Posts
69
•" Pin important posts to the top of the Group
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Resources:
! " Free office hours
! " Tuesday tips and tricks
! success.clarizen.com
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Questions?
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Thank You
Patrick Smith [email protected]
David Goulden [email protected]
www.clarizen.com
www.clarizen.com