Clarizen Action Buttons

Clarizen Action Buttons

We are going to share one of our favorite Pro-Tips to make Clarizen even more user-friendly than it already is.

Introducing Clarizen Custom Action Buttons (AKA Smart Buttons) and these will save you and your team a lot of time! As a premier implementation partner for Clarizen, our favorite PPM tool, we wanted to ensure our Admin Users had this handy tip available to them.

Today we’re going to learn about…. Smart Buttons!

Officially, this functionality isn’t called Smart Buttons, it doesn’t actually have a name but smart buttons is a good description.  

We are going to use a little snippet of custom CSS and some configuration to create a dynamic smart button that you can use a lot of different ways. 

What Are Smart Buttons?

Smart Buttons may look complicated but don’t worry they are SUPER simple and have a ton of great uses.

To see how to create your own Smart Button, Click Here to watch our short Smart Button Mini-Masterclass on our YouTube channel.

A Smart Button is a button you can place nearly anywhere in the Clarizen User Interface (UI) Clarizen Action Buttonsthat you can place a custom field. It’s a great UI add because people intuitively want to click on buttons.  

One of the things that makes these buttons so powerful is that they can be totally dynamic. You can change the text displayed on the button based on different conditions, and you can make a button click do different things based on your business rules. 

Prerequisites

  • Environment 
    • Clarizen Sandbox  
    • Administrative access  
  • Technical Skills – You have experience… 
    • Creating custom fields 
    • Creating custom action 
    • Adding fields to views – both grids and property cards 
    • Be able to follow Clarizen Case() and If() statements 

Watch The Expert + Build Like Us

Join Kolme University instructor Kim Essendrup as he walks you through adding a Clarizen custom action button. Watch Here on our YouTube Channel

Advance your Clarizen Admin skills with Kim’s help by learning how to build a Clarizen Action ButtonsCSS button saving you and your team lots of time! Next, you’ll learn how to apply this text button code to your system creating, in real-time, a new functioning Clarizen action button.

You can also download your FREE Smart Button Code Pack HERE.

The Code Pack includes:

  • Smart Button CSS Code used in the video
  • A PDF outline of the course
  • a .CAP file, which are the Clarizen configurations

Need More Clarizen Support?

Contact Kolme Group to find out more about our Project Management Services, please email us at PPManswers@KolmeGroup.com  

Be sure to follow us on TwitterLinkedIn and YouTube and use #KolmeGroup on your shared posts!  

Lauren Caughlan Administrator

She delivers positive results by introducing cultural change, developing organizational strategies, managing programs and driving transformation initiatives to deliver internal improvements for clients near and far.