Clarizen v5.2 Release – Delivering Extreme Productivity
 How do hundreds of customer requests become a major product enhancement? Simple, we listen and we improve.
Clarizen 5.2 showcases the responsiveness and adaptability of a well-managed product team.
We've listened to your requests - and now it's time to deliver! What will you do with Extreme Productivity? Let us know on our Facebook page.
Clarizen v5.2 – What's in it for you!
Clarizen v5.2 release gives our Users enhanced customization capabilities including Custom Actions, Scheduled Workflow Rules, new types of Workflow Rule Actions as well as a convenient console to easily manage all customizations.
As in all of our releases, many of the features in this release are direct requests from our customers including enhancements to timesheets and recycle bin.
Clarizen v5.0 introduced Clarizen's customization features:
- Validation Rules
- Workflow Rules
- Custom Fields
Clarizen v5.2 improves on the last release and adds two new customization types:
- Custom Actions
- Scheduled Workflow Rules
In addition, the already robust customization engine is loaded with new enhancements serving all the above features including:
- Centralized Customization Console
- Rollup Summary Fields
- Add Object Action
- Execute Workflow Rules on Related Objects
- Business Rule Cloning
- Custom Application enhancements
Clarizen v5.2 – Webinar Schedule
 Join one of our Intermediate or Advanced Webinars between July 19 – 22 and get a first-hand tour of Clarizen v5.2 directly from
the Clarizen Product Team.
The Intermediate Webinar will cover the new features and what they can do for you.
The Advanced Webinar will show you how you can implement the new features on your Clarizen account.
Check out the schedule and register now.
Tips & Tricks
This month we will focus on Tips & Tricks for v5.2
Summarizing fields in Custom Rollups:
With Clarizen's new custom rollup field, you have the ability to create a custom field on work items that will roll up the field data from child to parent. This is a great way to get the data you need from tasks up to the milestone and project levels.
The great thing about this new feature is the fact that you can filter the data and decide what you would like to summarize to the parent work item. For example, you could create a new percentage field that will calculate the average percent risk of tasks to the milestone and parent
project.
You could also decide to add a filter that will not roll up this data from tasks that are completed, or alternatively from shortcuts linked into the project.
Custom Actions
Looking for a quick and easy way to create new tasks, projects or issues from anywhere in the Clarizen application? New to version 5.2 are Custom Actions, a great way to simplify and expedite your daily work processes.
An example of a Custom Action is the creation of a new project from the start menu, this is the perfect option for organizations requiring certain information upon the creation of a new project. Custom Actions can gather all this data from the user from within one simple pop up window.
All you need to do is set up the user input section of the Custom Action to include all the necessary details, and then use the new "New Object" action to create the new project and update the fields as per the end user's input. You can even let the end user decide what template
needs to be used and what state the project should be in.
Think of it as a custom form with the language your users are familiar with.
By allowing them to enter, say, a new support ticket, you are able to capture the required data and map it in the back end to the structured fields in the Issue Tracking module.
These custom forms further accelerate team adoption and allow for better workflow management.
Check out more Tips & Tricks on our Login page.
Clarizen Events
 Clarizen is a Silver Sponsor of Dreamforce 2011 in San Francisco, CA – Salesforce’s annual user conference from Aug 30
– Sept 2 .
If you plan on attending, use discount code ECMCLARZN for $100USD off the registration fee as our gift to you. Click here to register.
Send us an email to let us know if you will be at Dreamforce.
Come visit us in booth #404 and meet the team!
If you’d like to book a meeting for a more personalized onsite demo, please email dream...@clarizen.com.
We look forward to seeing you in August!
Customer Success – DHL | Shipping & Product Development
Global Mail Successfully Launches and Manages New Consumer Product Using Clarizen
DHL's branded envelope program launched with success on the Clarizen system.
The team is able to control all aspects from pricing through delivery and receipt of goods.
DHL uses Clarizen templates for pricing, contracts, and auditing and keeps everything neatly organized by resource and date.
This is something we could not have done effectively or efficiently without Clarizen in place!
Read the whole Customer Success Story.
Clarizen's Latest Blogs
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Avinoam Nowogrodski - Clarizen Founder and CEO
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Scott Decker - Clarizen Customer Success Manager
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Ariel Utnik - VP R&D and Managed Services
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Pat Gray - Trusted Clarizen Blogger
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Kiana Araghi - Clarizen Blogger, Clarizen Marketing Team
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Michal Wachstock - Clarizen Director of Marketing
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Brad Egeland - Independent IT Consultant and Expert Project Manager
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Welcome to some of our New Customers
The Clarizen Team
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