{"id":18044,"date":"2020-05-05T00:00:00","date_gmt":"2020-05-05T05:00:00","guid":{"rendered":"https:\/\/blog.planview.com\/best-practices-in-using-clarizen-for-remote-marketing-teams\/"},"modified":"2020-05-05T00:00:00","modified_gmt":"2020-05-05T05:00:00","slug":"best-practices-in-using-clarizen-for-remote-marketing-teams","status":"publish","type":"post","link":"https:\/\/blog.planview.com\/best-practices-in-using-clarizen-for-remote-marketing-teams\/","title":{"rendered":"Best Practices in Using Planview AdaptiveWork for Remote Marketing Teams"},"content":{"rendered":"<p> <!-- .post-meta --><\/p>\n<p><span style=\"font-weight: 400\">Many Marketing Departments and smaller functional groups are in the process of optimizing their processes for remote working.&#xA0; They are in an introspective mode, assessing how they can continue being productive and stay connected without a HQ Office, conference rooms, or break room.&#xA0; The transition to a more remote workforce is not a new concept, it has been a trend in certain industries and departments for years now, but COVID-19 has certainly accelerated this trend.<\/span><\/p>\n<p><span style=\"font-weight: 400\">Just like any change management initiative, there is not a specific &#x201C;end date&#x201D; for this type of exercise.&#xA0; Instead it is a journey which includes a variety of approaches. Experimenting with new technologies, learning new work habits or trying new strategies.&#xA0; Just as individuals grow through learning, so do companies and teams of people.<\/span><\/p>\n<p><span style=\"font-weight: 400\">Planview AdaptiveWork Go is a cloud-based system, and so it is well suited for globally dispersed teams and fully remote workforces. However, there are a few things that Marketing teams you can do with Planview AdaptiveWork Go to set themselves up for greater productivity and connectivity during this time.<\/span><\/p>\n<div class=\"et_post_video\"><\/div>\n<p>&#xA0;<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_80 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/blog.planview.com\/best-practices-in-using-clarizen-for-remote-marketing-teams\/#Set_a_New_Foundation\" >Set a New Foundation<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/blog.planview.com\/best-practices-in-using-clarizen-for-remote-marketing-teams\/#Take_Advantage_of_All_Functionality\" >Take Advantage of All Functionality<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/blog.planview.com\/best-practices-in-using-clarizen-for-remote-marketing-teams\/#Integrate_with_Other_Systems\" >Integrate with Other Systems<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Set_a_New_Foundation\"><\/span><b>Set a New Foundation<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400\">The best first step in this case is a backwards one. It may seem obvious but take a step back and make sure that your entire team has access to the system.&#xA0; You can even invite &#x201C;Guests&#x201D; into your Planview AdaptiveWork Go instance. These might be other project stakeholders outside of the Marketing team or contractors who will be helping with the work.<\/span><\/p>\n<p><span style=\"font-weight: 400\">Consider setting up your Planview AdaptiveWork Workspaces into multiple Boards based on the functional group who will complete the associated tasks.&#xA0; In the video example above, two teams are working on a Newsletter.&#xA0; The Newsletter Workspace is split into two Boards, one for &#x201C;Content&#x201D; and one for &#x201C;Production&#x201D;.&#xA0; Splitting the boards up this way means that each functional team can focus on and keep track of only the tasks to which they are assigned.&#xA0; Yet by keeping the two boards in the same Workspace, the leaders can still see the task roll-up for the whole project.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Take_Advantage_of_All_Functionality\"><\/span><b>Take Advantage of All Functionality<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400\">Labels in Planview AdaptiveWork Go are a great way to tag different tasks by workstream. A Marketing team could tag their tasks with labels such as Social, Creative, Events and Digital. Think of them like report filers, so that the Directors of each area can easily see a list of all the tasks assigned to their teams across all projects, and hence see how well their teams are performing.<\/span><\/p>\n<p><span style=\"font-weight: 400\">Need to track multiple critical deadlines? No problem! You can use the Milestones feature to easily identify which tasks are at risk of holding up your deadline. In the Newsletter example, there are Milestones set for having the Layout designed, the First draft ready for review, Approval of the final copy, and Publication.&#xA0; All the tasks in the Newsletter Workspace, across both the Content &amp; Publication boards, are assigned to 1 of these 3 Milestones.&#xA0; By taking advantage of Milestones, the Project Leader stays informed on the status of the project and identifies which tasks need more attention in order to meet deadlines.<\/span><\/p>\n<p><img class=\"lazyload\" data-src=\"https:\/\/media.planview.com\/clarizen\/wp-content\/upload\/2020\/05\/pasted-image-0-48-1.png\" alt height=\"252\"><\/p>\n<p><span style=\"font-weight: 400\">Task Checklists are an important and helpful way to assign specific sub-tasks to individuals. Each Newsletter needs a layout for example, so there is a main Task in the Content Board for &#x201C;Layout Design&#x201D;.&#xA0; Within that main task there is a checklist of sub-tasks which all need to be done before we can consider the Layout Design main task to be completed. By marking an individual to each sub task, the right people are notified whenever the main task is changed, and individual team members can view all the tasks and subtasks they are responsible for across multiple projects and prioritize their day-day work accordingly.<\/span><\/p>\n<p><img class=\"lazyload\" data-src=\"https:\/\/media.planview.com\/clarizen\/wp-content\/upload\/2020\/05\/pasted-image-0-49.png\" alt height=\"298\"><\/p>\n<p><span style=\"font-weight: 400\">Remote &amp; globally dispersed workforces do not have the luxury of working in the same room as their colleagues.&#xA0; They can&#x2019;t just &#x201C;pop over&#x201D; to their team member&#x2019;s desk or boss&#x2019; office to ask a quick question.&#xA0; However, Planview AdaptiveWork Go provides an &#x201C;Activities&#x201D; feed on the task view which allows individuals assigned to specific tasks to collaborate on an action plan for each task separately, progressing the tasks towards completion.&#xA0;&#xA0;<\/span><\/p>\n<p><span style=\"font-weight: 400\">The Activity feature also acts as a system of record for all operational updates related to the task, not only capturing all the messages sent, but it also any changes made to the task&#x2019;s fields such as labels, assignments, due dates and priority.&#xA0;<\/span><\/p>\n<p><img class=\"lazyload\" data-src=\"https:\/\/media.planview.com\/clarizen\/wp-content\/upload\/2020\/05\/pasted-image-0-50.png\" alt height=\"310\"><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Integrate_with_Other_Systems\"><\/span><b>Integrate with Other Systems<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400\">Planview AdaptiveWork Go can be integrated to other widely used systems such as Salesforce (via Zapier) and directly with Microsoft Teams and Zoom, thereby compounding the benefits of increased productivity and connectivity while teams are operating remotely.&#xA0;<\/span><\/p>\n<p><a href=\"\/empower-impactful-collaboration-with-clarizen-go-for-ms-teams\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400\">Microsoft Teams<\/span><\/a><span style=\"font-weight: 400\">: This native integration allows organizations to manage their work directly in MS Teams, perform task related actions in MS Team Chat, and send\/receive notifications so that colleagues never miss an important update.&#xA0;<\/span><\/p>\n<p><a href=\"\/keep-remote-workforces-up-to-date-with-clarizen-go-for-zoom\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400\">Zoom<\/span><\/a><span style=\"font-weight: 400\">: This integration helps workers stay on top of all their work with real-time updates, recording captures and in-chat commands. Project contributors can get notified whenever there are updates to Tasks. They can create a new Planview AdaptiveWork Go task directly from Zoom Chat and create a new Zoom meeting and associate it with a specific Task in a specific Workspace.&#xA0;<\/span><\/p>\n<p><span style=\"font-weight: 400\">&#xA0;<\/span><\/p>\n<div id=\"content-cta\">\n<div id=\"content-cta-text\">Increase your business agility with Planview AdaptiveWork&#x2019;s project management software<\/div>\n<div id=\"content-cta-button\"><a href=\"https:\/\/www.clarizen.com\/resource\/product-tour\/?refer=blogpost\">Take a Product Tour<\/a><\/div>\n<\/div>\n<p><\/p>\n<div class=\"client-logo\"> <a href=\"https:\/\/www.clarizen.com\/customers\/\" title=\"Siemens Energy\"><img class=\"lazyload\" data-src=\"https:\/\/media.planview.com\/clarizen\/wp-content\/upload\/2020\/08\/siemens_energy-200x100.png\" alt=\"Siemens Energy\"><\/a> <a href=\"https:\/\/www.clarizen.com\/customers\/\" title=\"IIROC Success\"><img class=\"lazyload\" data-src=\"https:\/\/media.planview.com\/clarizen\/wp-content\/upload\/2020\/07\/IIROC_logo-200x100.gif\" alt=\"IIROC Success\"><\/a> <a href=\"https:\/\/www.clarizen.com\/customers\/\" title=\"Financial Services Institution\"><img class=\"lazyload\" data-src=\"https:\/\/media.planview.com\/clarizen\/wp-content\/upload\/2020\/04\/FINANCIAL-SERVICES-IMG-200x100.jpg\" alt=\"Financial Services Institution\"><\/a> <a href=\"https:\/\/www.clarizen.com\/customers\/\" title=\"M Squared\"><img class=\"lazyload\" data-src=\"https:\/\/media.planview.com\/clarizen\/wp-content\/upload\/2020\/03\/m-squared-logo-200x100.jpg\" alt=\"M Squared\"><\/a> <a href=\"https:\/\/www.clarizen.com\/customers\/\" title=\"Aliancys Success\"><img class=\"lazyload\" data-src=\"https:\/\/media.planview.com\/clarizen\/wp-content\/upload\/2019\/12\/aoc_aliancys-logo-800x400-200x100.jpg\" alt=\"Aliancys Success\"><\/a> <a href=\"https:\/\/www.clarizen.com\/customers\/\" title=\"Bonfiglioli Success\"><img class=\"lazyload\" data-src=\"https:\/\/media.planview.com\/clarizen\/wp-content\/upload\/2019\/11\/bonfiglioli_logo-800x400-200x100.jpg\" alt=\"Bonfiglioli Success\"><\/a><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Many Marketing Departments and smaller functional groups are in the process of optimizing their processes for remote working.&#xA0; They are in an introspective mode, assessing how they can continue being productive and stay connected without a HQ Office, conference rooms, or break room.&#xA0; The transition to a more remote workforce is not a new concept,&#8230;<\/p>\n","protected":false},"author":205,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_editorskit_title_hidden":false,"_editorskit_reading_time":0,"_editorskit_is_block_options_detached":false,"_editorskit_block_options_position":"{}","footnotes":""},"categories":[35],"tags":[],"class_list":["post-18044","post","type-post","status-publish","format-standard","hentry","category-pmo-project-management-organizations"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.8 (Yoast SEO v26.8) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Best Practices in Using Clarizen for Remote Marketing Teams<\/title>\n<meta name=\"description\" content=\"Here are a few Clarizen Go best practices that Marketing teams can do to set themselves up for greater productivity and connectivity during this time.\" \/>\n<meta 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