Clarizen cheat sheet v1.0
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This document provides instructions for tasks that are due every Monday in Clarizen, including updating projects and work items, updating the Clarizen calendar for PTO or events, and submitting timesheets for the prior week. Step-by-step instructions are given for navigating to and updating specific areas in Clarizen projects, tasks, and timesheets. Troubleshooting tips are also included for finding missing time entries in a timesheet.
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Clarizen cheat sheet v1.0
- 1. Clarizen Cheat Sheet (v1.0) Due Every Monday at 12pm PT Noon! • Step #1 - Update your projects and Work Items • Step #2 – Clarizen Calendar Updated for PTO/events • Step #3 - Submit your timesheets for the prior week Step #1 - Update Projects and Work Items 1) Click Home Tab 2) In the Projects bar (top left window) – Current Projects where I am the Project Manager 3) Choose far right graph icon 4) Click on “Off Track” column and update all Past Due Projects with future/ expected due date a. Start date should equal kickoff date (new projects only) b. Due date should be the expected close date (FUTURE) 5) In the Task bar (bottom left window) – choose Active Tasks where I am Manager 6) Choose far right graph icon 7) Click on “Off Track” column and update all past due tasks with future/scheduled due date a. Update Start and due date for tasks within projects Step #2 – Clarizen Calendar Updated for PTO/Events* 1) Click Settings 2) Calendar 3) New Exception *** You will still need to turn in a PTO form to your manager and Sharon for payroll
- 2. Clarizen Cheat Sheet (v1.0) Step #3 - Submit Timesheets for Prior Week 1) Click time tracking tab 2) Under columns, choose the appropriate view: a. Customer & Projects – Basic b. Marketo Services – Expanded with time spent fields 3) Enter time spent for the appropriate day and project 4) When timesheet is read – click Submit for Approval Can’t find a time entry in your timesheet? There are two primary reasons why a time entry will not be listed in your timesheet: • Dates are not valid in projects and/or work items • You are not properly assigned to the projects and/or work items To fix: 1) Enable Early Reporting and 2) Search for the project or task • If the dates are not correct, update the dates for the task or project • If the resources are not correct, the project manager of the project can update the resources for the task/project Quick Video references: 5 minute Tutorial on Clarizen: http://www.youtube.com/watch?v=dRiFl1ESavM Time Entry: http://www.youtube.com/watch?v=HlmSluG6YB4 Tutorial by Feature: http://community.clarizen.com/TrainingCenter/TutorialsbyFeature.aspx