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Clarity Modern UX Q&A

By Brian Nathanson posted Aug 31, 2020 12:19 PM

As part of the Monthly Modern UX End-to-End Demo series, I have taken to responding to attendee questions in written format. I figured there may be value in making this content available to a wider audience, so here you go. The questions listed are not exhaustive; each document contains dozens of questions, but I've highlighted ones that seem to come up frequently or might be useful as reference. [You must be allowed to access the enterprise version of Box in order to download the Q&A PDFs. This may require a security exception from your organization.]

NOTE: These documents are not intended to be a replacement or substitute for our official documentation. These are written from the author's perspective only. If there is a conflict between what is written here and the official documentation, then the official documentation is considered the guiding authority.

December 2021 Q&A including:
  • Can we delete the status reports from the list?
  • Which version was Labeling introduced in Attributes?
December 2021 (APJ) Q&A including:
  • Are To Do’s always linked to a task? A need we have is to create a **** to do list independent of tasks.
  • Can one use FTE units instead of hours (in Staffing)?
November 2021 Q&A including:
  • Can a project be part of more than one investment?
  • Are agreements on the XOG/API? Can we programmatically create agreements?
October 2021 Q&A including:
  • Is the Audit Trail available as a module to configure in blueprints?
  • Where do the Effort Spend and Budget Spent KPIs come from for the cards?
September 2021 Q&A including:
  • Can you roadmap a hierarchy?
  • What does that pie icon next to resource name represent [in the Staffing Plan module]?
September 2021 (APJ) Q&A including:
  • In the status report, is the ability to add images being considered for a future release??
  • I remember seeing the functionality for managing investments which have multiple funding sources. Is that available yet? If not, when??
August 2021 Q&A including:
  • Can picklists be shared?
  • How do you activate the timesheet in New UX?
July 2021 Q&A including:
  • I don't have the ability to edit the Custom Investment blueprints. What do I need to do?
  • Is there a way to use access rights to control who has access to the Tasks workspace?
June 2021 Q&A including:
  • How is a picklist saved? Is it available to all users when one user creates a picklist?
  • Are Roadmaps used for planning the way forward or more to track progress or both?
May 2021 Q&A including:
  • Does moving a project within the kanban lanes impact the data (e.g. project status)?
  • Can we add phase name to the view?
April 2021 Q&A including:
  • Are picklists are only available to the user who created them?
  • How do you "turn on" the Rich text field option?
March 2021 Q&A including:
  • Can I default a user when they login to go directly to grid view instead of tile view?
  • As an administrator, where would you go to delete the views?
February 2021 Q&A including:
  • Is there any limit to the number of sub-objects tabs display on projects details flyout?
  • Can you prevent users from creating new projects from the grid?
January 2021 Q&A including:
  • How many fields can be added to details pane? Can we show subpages as tabs in this pane?
  • Is it possible to interface data - import or export - custom investments using XOG and/or API?
November 2020 Q&A including:
  • Are you able to freeze a column or row?
  • Is there a view to see ideas, projects and [other] investments together?
October 2020 Q&A including:
  • If you share a view, does the picklist go with it?
  • Do custom investments have the effort task added by default?
September 2020 Q&A including:
  • On [the living] status report, can you change RAG status to add additional custom status colors?
August 2020 Q&A including:
  • Are the links on the Links tab/module specific to the individual project or generic links across all projects?
  • Can you show how that channel is configured?
  • Please show how to modify the CSV file for roadmapping!
July 2020 Q&A including:
  • For card metrics, can you show number of days the project has been active?
  • Can we adjust ETCs in the Assignments module?
  • Can you link types (e.g. link an idea to a project)?
June 2020 Q&A including:
  • Can you please let us know limit on the views and whether we can hide views?