Tips & Tricks - Clarizenmkt.clarizen.com/rs/clarizen/images/FINAL-Tips and... · Copyright © 2015 Clarizen@Work. All rights reserved !! #ClarizenAtWork15 !"Get to the point quickly

Copyright © 2015 Clarizen@Work. All rights reserved !!

#ClarizenAtWork15 v www.clarizen.com!

Tips & Tricks: Unleash Your Inner Power User



Featuring:

Patrick Smith Customer Success Manager

Clarizen

David Goulden Director of Product

Clarizen


#ClarizenAtWork15 Copyright © 2015 Clarizen@Work. All rights reserved !#ClarizenAtWork15

Agenda

! " Connecting to productivity tools

! " Optimizing — Tuning the UI

! " Getting the most out of Social



Connecting to Productivity Tools


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Progress Update Request Email


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•" Quick Update


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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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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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Optimizing UI


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Optimizing UI


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Granting Temp. Login Access

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UI Tuning: Setting Up Views optimally

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•" Hide irrelevant panels, but leave them available for other users.


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Customer Focus

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•" 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

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Tuning UI – Renaming Custom Actions

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Drag and Drop File Attachments

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•" Single, or multiple file upload



Getting the Most Out of Social


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Pasting Images into Discussion Posts

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•" Paste directly from screen capture. Rename the new file.


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Discussion Posts – Meeting Minutes

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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

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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

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Topics

Because that’s how we roll!.


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Discussion Feeds – Pinning Posts

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•" Pin important posts to the top of the Discussion Group


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Discussion Feeds – Pinning Posts

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•" Pin important posts to the top of the Group



Resources:

! " Free office hours

! " Tuesday tips and tricks

! success.clarizen.com



Questions?



Thank You

Patrick Smith [email protected]

David Goulden [email protected]

www.clarizen.com

www.clarizen.com

Documents

Tips & Tricks - Clarizenmkt.clarizen.com/rs/clarizen/images/FINAL-Tips and... · Copyright © 2015 Clarizen@Work. All rights reserved !! #ClarizenAtWork15 !"Get to the point quickly