Tips & Tricks: Unleash Your Inner Power User

Transcription

1 Tips & Tricks: Unleash Your Inner Power User v

2 Featuring: Patrick Smith Customer Success Manager Clarizen David Goulden Director of Product Clarizen v

3 Agenda " Connecting to productivity tools " Optimizing Tuning the UI " Getting the most out of Social

4 Connecting to Productivity Tools v

5 Progress Update Request 5

6 Progress Update Request " Quick Update 6

7 Progress Update Request 7

8 Progress Update Request 8

9 icalendar 9

10 icalendar 10

11 icalendar 11

12 icalendar 12

13 icalendar 13

14 icalendar 14

15 icalendar 15

16 icalendar 16

17 icalendar 17

18 icalendar My Details Overview View Subscribe to icalendar 18

19 icalendar 19

20 InterAct Demand Request by Non-Clarizen Resources 20

21 InterAct Bug Reporting 21

22 InterAct Bug Reporting 22

23 Resource Load View 23

24 Resource Load View 24

25 Resource Load View 25

26 Resource Load View 26

27 Resource Load View 27

28 Resource Load View 28

29 Resource Load View 29

30 Resource Load View 30

31 Resource Load View 31

32 Resource Load View 32

33 PM Tip Work Plan View 33

34 PM Tip Work Plan View 34

35 PM Tip Work Plan View 35

36 PM Tip Work Plan View 36

37 Schedule Impact Tracking in Work Plan 37

38 Speedy Work Creation Shift+Enter 38

39 Sharing any Views 39

40 Sharing any Views 40

41 Sharing Views in Outlook New Folder 41

42 Sharing Views in Outlook - Homepage 42

43 Sharing Views in Outlook - Homepage 43

44 Sharing Views in Outlook 44

45 Optimizing Screens and Layouts v

46 Recent Items 46

47 Show Me 47

48 Show Me Select New Select to create a Click to open the new project navigation panel 48

49 Combine Misc. with Utilities Menus Optimizing UI 49

50 Combine Misc. with Utilities Menus Optimizing UI 50

51 Combine Misc. with Utilities Menus Optimizing UI 51

52 Granting Temp. Login Access 52

53 Granting Temp. Login Access 53

54 Granting Temp. Login Access 54

55 Granting Temp. Login Access 55

56 UI Tuning: Setting Up Views optimally " Hide irrelevant panels, but leave them available for other users. 56

57 Customer Focus " " Make it easier than ever to give a full Customer Overview New Panels can bring in data from public or even internal data sources 57

58 Tuning UI Tidy Ribbons with Profiles 58

59 Tuning UI Renaming Custom Actions 59

60 Drag and Drop File Attachments " Single, or multiple file upload 60

61 Getting the Most Out of Social v

62 Pasting Images into Discussion Posts " Paste directly from screen capture. Rename the new file. 62

63 Pasting Images into Discussion Posts " Paste directly from screen capture. Rename the new file. 63

64 Pasting Images into Discussion Posts " Paste directly from screen capture. Rename the new file. 64

65 Discussion Posts Meeting Minutes 65

66 Social Best Practices Discussion Post Best Practice "Get to the point quickly. Start with 5-6 key words / subjects, just as you should in , this will allow readers to quickly scan for relevance. Don t 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 users in the body for specific mentions / assignment / questions to individuals "When CCing groups / other list should be at the end of the message body and not the first part 66

67 Topics Because that s how we roll. "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

68 Discussion Feeds Pinning Posts " Pin important posts to the top of the Discussion Group 68

69 Discussion Feeds Pinning Posts " Pin important posts to the top of the Group 69

70 Resources: " Free office hours " Tuesday tips and tricks success.clarizen.com

71 Questions? v

72 Thank You Patrick Smith David Goulden