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Using Clarizen – sample scenario

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

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Using Clarizen – sample scenario

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  1. Using Clarizen –sample scenario

  2. 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

  3. 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”

  4. 3: Edit the new project • Start with the default template

  5. 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”

  6. 5: Edit the new project • Add a milestone “ms1” before “first milestone in the project” • Add a child task “t1” to “ms1”

  7. 6: Add a new user • Go to “Home” • Click “Add new user” • Enter first name, last name, your email address • Click “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

  8. 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 manager • Click 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’

  9. 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”

  10. 9: Documents, Notes & Discussions • Click the layout button and show the Info card • Select “t2” and click on the ‘documents’ tab in the info card • Click “Add document” and upload some document from your PC into the system • Select “t1” and click the ‘notes/discussions’ tab • Click “add note”, write some text and save it. • Select “t2.2” • Click “Open discussion”, write a post and save it.

  11. 10: Templates • Select “My project” in the WBS • Open the context sensitive menu in the WBS • Select “save as template” • Go to step 2 and create a new project, but this time select the new template you have just created

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