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

Creating a Project

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

You can also invite other team members to collaboratively plan and build the project with you to ensure that your plan is as thorough and complete as possible.

imgCreate a New Project Wizard
Follow the steps in the project creation wizard to build your initial project. You can build it from scratch or use an existing template.Learn More...
imgInitial Setup of the Work Plan
Once your project is created, you can collaboratively build your work plan, add documents, notes, assign different roles, start discussions, etc with the members of your team. You can also invite others to co-plan or review the project with you at any stage of the project planning phase. Learn More...
imgImporting MS Project into Clarizen
This video tutorial will walk you through how to import an MS Project file into Clarizen, as well as describes the difference between the two products and how this impacts the import process Learn More...