Tutorials
Home Page
Setting up Clarizen
Organization Settings
Module Activation
Multiple Currencies Support
Multiple Currencies Maintenance
Entering Monetary Data
Key System Settings
Tasks Reporting Policy
Time Tracking Settings
User Interface Settings
Alerts and Highlights
Managing Users
Organization Job Titles and Rates
User Management
Invite New Users
Import Users from File
Update User Profile
License Activation
Personal Settings
Get Yourself Trained Online with Clarizen
Creating a Project
Create a New Project Wizard
Initial Setup of the Work Plan
Importing MS Project into Clarizen
Reporting Progress Over Email
Report Progress via Email
Scheduled Progress Report or Ad-hoc request
Your Role in Clarizen
User’s Global Roles
Project’s Specific Roles
External User
Time Tracking and Approval
Module Activation
Reportable & Billing
Settings
Time Sheet Submission
Time Sheet Approvals
Budget and Timesheet Reports
Expenses
Module Activation
Expenses Settings
Expense Sheets Page
Expenses Page
Expense Sheet Approvals
Budget & Expenses
Issues
Module Activation
Issue Lifecycle
Issue Management Settings
Issues Page
Issue Properties
Issues & Customers
Issues & Related Work
Subscription for Issue Notifications
What's New in Clarizen
4.8
Version
4.5
Version
4.3
Version
Tutorials List
Clarizen Tutorials List
Setting up Clarizen
With just a few clicks your organization and personal preferences will be set and ready to go live with your projects.
Create a Project
Create and build your new project by navigating through Clarizen’s step-by step wizard and work plan editor.
Reporting Progress Over Email
Clarizen is an on-demand project management solution that embraces the entire project team. Users can update projects simply by reporting their task progress over email
Your Role in Clarizen
Your role inside your organization might change depending on what project you are working on at any given time.
Time Tracking and Approval
Clarizen's new time tracking feature enables resources to report their work hours, which can be used for payroll and biling services.
Expenses
Expenses are employees’ expenditures incurred within work activities for the company.
Issues
The Issue Management module will help you track incidents or potential incidents that are relevant to the products, services, or projects that you are responsible for.