Using Clarizen – sample scenario

1: Register

Go to www.clarizen.com

Press the “Login” button at the top right corner

Click the “create new account” link in the login page.

Fill in your details, select a password and create your organization

Click the “Play” button in the welcome screen and watch the tutorial

Click the “create new project” button

-- Continue as in the “create new project” scenario

2: Create a new project

Click the “Add new Project” link in the home pageOR Click the “Add project” button in the Project page and then choose “Create New Project”

In the New Project Wizard, select “Create project from a default template”

Change the project name to “My Project”Change project “Start Date” to 6/1/2007

Click “Finish”

Click “Go To project”

3: Edit the new project

Start with the default template

4: Edit the new project

Add tasks “t2” and “t2.1” at the end of the project and indent task “t2.1” to become the child of task “t2”

5: Edit the new project

Add a milestone “ms1” before “first milestone in the project”Add a child task “t1” to “ms1”

6: Add a new user

Go to “Home”Click “Add new user”

Enter first name, last name, your email addressClick “Finish”

You will receive an email message with a temporary password

Sign in to the application with the new user and password

After signing in, select a new password

7: Edit WBS items

Select your project from the Projects pane in the Home page

Double-Click on the ‘manager’ cell in task ‘t1’ and assign a user as managerClick the resources cell in task ‘t1’ and start typing the name of a user. Select the user from the drop-down list.Change the duration of ‘t1’ to 10 days

Do the same with task ‘t2.1’

8: Create a dependency

Select ‘t1’ and ‘t2’Click on the “add dependency” icon in the WBS toolbar

Choose “t2 depends on t1”, click “OK”

See that the start date of “t2” is now after the due date of “t1”

9: Documents, Notes & Discussions

Click the layout button and show the Info card

Select “t2” and click on the ‘documents’ tab in the info cardClick “Add document” and upload some document from your PC into the system

Select “t1” and click the ‘notes/discussions’ tabClick “add note”, write some text and save it.

Select “t2.2”Click “Open discussion”, write a post and save it.

10: Templates

Select “My project” in the WBS

Open the context sensitive menu in the WBSSelect “save as template”

Go to step 2 and create a new project, but this time select the new template you have just created

Thank You