Clarizen Input Form + Notifications Using HTML

Clarizen Input Form + Notifications Using HTML

Here is another one of our favorite Pro-Tips to make Clarizen even more user-friendly than it already is. Learn how to create a user-friendly Clarizen Input Form + Pop-Up Notifications using HTML.

As with all of our expert advice, these tips will save you and your team a lot of time inside of your system! As a premier implementation partner for Clarizen, our favorite PPM tool, we wanted to ensure our Admin Users had these handy tips available to them.

HTML To The Rescue

Add HTML Code To Help Your User’s Focus On Important Information! HTML stands for Hypertext Markup Language and is used specifically in website coding. It’s been around since the 1990’s so hopefully you’ve heard of it! 

If not, or if it’s been a little bit since you’ve dusted off your MySpace accountdon’t fret because there are tons of free online resources available. Start learning HTML hereFinding a snippet of code is only a Google Search away! 

Why HTML?

HTML code is really easy to implement and adds a lot of value to the end-user. Clarizen Input Form + Notifications Using HTMLEven a line break or bolded font can turn an Input Form into a visually engaging electronic document that helps the user focus on where they need to provide the valuable information.  

To see how to create your own Input Form + Pop-up Notifications, Click Here to watch the Mini-Masterclass on our YouTube channel.

HTML can be used a lot of different ways including table formatting of your email notifications inside of Clarizen, User Interface enhancements with Clarizen forms as shown in our mini-masterclass, Etc.. 

Prerequisites

  • Environment 
    • Sandbox  
    • Administrative access  
  • Technical Skills – You have experience… 
    • Creating/editing a custom action 
    • Basic HTML knowledge  
    • Don’t get scared here, we are talking very basic. If you can find the carrot and the slash on your keyboard, you’ll be fine.  
    • Trust us!

Watch The Expert + Build Like Us

Join Kolme University instructor Kori Homewood as she walks Clarizen Input Form + Notifications Using HTMLyou through adding a user-friendly Clarizen Input Form + Pop-Up Notifications using HTML. 

Watch Here on our YouTube Channel!

Advance your Clarizen Admin skills with Kori’s help by learning how to build a custom HTML Form and Pop-up Notifications saving your team  time! Then, you’ll learn how to apply this new form and notification code to your system creating a real-time update!

Download your FREE HTML Form Code Pack HERE

Your ‘Code Pack’ includes:

  • A PDF outline of the course with HTML tag Instructions
  • a .CAP file, which are the Clarizen configurations – both before and after HTML

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!