Project Management Software - Clarizen

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

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Setting up Clarizen


With just a few clicks your organization and personal preferences will be set and ready to go live with your projects.

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Create a Project


Create and build your new project by navigating through Clarizen’s step-by step wizard and work plan editor.

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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

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Your Role in Clarizen


Your role inside your organization might change depending on what project you are working on at any given time.

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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.

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Expenses


Expenses are employees’ expenditures incurred within work activities for the company.

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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.