RegoXchange
  • This training document is a Rego Consulting Quick Reference Guide to assist with accessing the various project views in Clarity’s Modern User Experience.  Reviews the Tile, Grid and Board views for projects.
  • You are no longer regulated to the desktop browser to respond to action items.  Learn how Rego solved this problem using just your email.  We’ll talk about various use cases where you would get maximum benefit from a simple response on an action item directly from your email. It doesn’t matter if you are using email on your desktop, laptop, phone or tablet. The Action Item Responder as you covered.
  • Imagine responding to Clarity PPM workflow tasks (like timesheet approvals, budget reviews, and stage gate decisions) directly from your email. No login required, yet all conversations, decisions, and even context from attachments and images are automatically - and securely - captured in Clarity. Sound like a dream? Join this class to learn how to save time and increase adoption with this easy innovation.
  • This tech-trick details the steps to convert an ad-hoc view to a report.
  • Today's workforce is more diverse than ever, and a "one size fits all" approach to leadership is seldom effective. A remote/hybrid workforce presents unique challenges, and teams often represent many different generations each with unique characteristics and needs. Even if you are not in a formal leadership position, we all are responsible for reflecting leadership skills and traits that encourage a collaborative spirit where everyone can bring the best version of themselves to their efforts. We'll offer some insights and opportunities that will help you and your teams to thrive.
  • A presentation slide deck from Rego University 2022.   The document reviews the process to follow post tool implementation.
    • Typical Post-Implementation / Operational Challenges
    • Aspirations for and Outcomes of a High Performing Ownership Team
    • Model Solution:
    • Roles and Responsibilities
    • Intake, Triage, and Delivery Process
    • Clarity Board-Based Solution
  • This Tech Trick provides step-by-step instructions for adding images into Clarity v13+ for use in portlets.
  • A Quick Reference Guide to assist in the process of adding Rights to a Group in Clarity’s Modern User Experience.  A group is a collection of users that require the same set of access rights.  Access rights (Global, OBS, Instance) can be added to a group.
  • A Quick Reference Card to assist in the adding of Subprojects to Programs.  Shows how add and remove from the Subprojects Subpage or from the Hierarchy Tab.
  • This training document is a Rego Consulting Quick Reference Guide to assist with adjustments to timesheet in Clarity’s Modern User Experience.
  • A presentation slide deck from Rego University 2021.  This course covered enabling the Modern UX and timesheets, creating a link to the MUX in the classic home menu, creating Blueprints and more.
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