2 1: Register Go to www.clarizen.com Press the “Login” button at the top right cornerClick the “create new account” link in the login page.Fill in your details, select a password and create your organizationClick the “Play” button in the welcome screen and watch the tutorialClick the “create new project” button-- Continue as in the “create new project” scenario
3 2: Create a new projectClick the “Add new Project” link in the home page OR Click the “Add project” button in the Project page and then choose “Create New Project”In the New Project Wizard, select “Create project from a default template”Change the project name to “My Project”Change project “Start Date” to 6/1/2007Click “Finish”Click “Go To project”
4 3: Edit the new projectStart with the default template
5 4: Edit the new projectAdd tasks “t2” and “t2.1” at the end of the project and indent task “t2.1” to become the child of task “t2”
6 5: Edit the new projectAdd a milestone “ms1” before “first milestone in the project”Add a child task “t1” to “ms1”
7 6: Add a new user Go to “Home” Click “Add new user” Enter first name, last name, your addressClick “Finish”You will receive an message with a temporary passwordSign in to the application with the new user and passwordAfter signing in, select a new password
8 7: Edit WBS itemsSelect your project from the Projects pane in the Home pageDouble-Click on the ‘manager’ cell in task ‘t1’ and assign a user as managerClick the resources cell in task ‘t1’ and start typing the name of a user. Select the user from the drop-down list.Change the duration of ‘t1’ to 10 daysDo the same with task ‘t2.1’
9 8: Create a dependency Select ‘t1’ and ‘t2’ Click on the “add dependency” icon in the WBS toolbarChoose “t2 depends on t1”, click “OK”See that the start date of “t2” is now after the due date of “t1”
10 9: Documents, Notes & Discussions Click the layout button and show the Info cardSelect “t2” and click on the ‘documents’ tab in the info cardClick “Add document” and upload some document from your PC into the systemSelect “t1” and click the ‘notes/discussions’ tabClick “add note”, write some text and save it.Select “t2.2”Click “Open discussion”, write a post and save it.
11 10: Templates Select “My project” in the WBS Open the context sensitive menu in the WBSSelect “save as template”Go to step 2 and create a new project, but this time select the new template you have just created
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