Manage projects and tasks

Tracking your projects is made easy in ClearPoint. Learn how to add an initiative, select start and end dates, and create milestones — which will all then be built automatically into a Gantt Chart.

Track the progress of your projects. There are a number of elements and associated fields that can assist you in managing timelines and tasks. Learn more about the project management capabilities of ClearPoint.

Project Evaluations can be used to track and evaluate quantitative data that deals with project management for elements like Initiatives, Milestones, Action Items, or Risks by leveraging master measures.

Learn how to add an objective to your scorecard. The instructions are also the same for adding a measure, initiative, action item, or risk.

This article walks you through adding multiple objectives to ClearPoint. The instructions are similar for measures, initiatives, action items, and risks.

Review the two ways to make changes to an initiative (also considered projects). The first way works best for newly added initiatives.The second way is better suited for existing initiatives.

This article walks through the steps to make changes to multiple initiatives at once. Bulk editing is helpful for expediting the editing process.

Linking elements to show strategic alignment in ClearPoint is easy. This article shows how to link objectives to other elements as an example.

'Parent' and 'Child' links help to define hierarchy (between departments and organization-wide scorecards, for example) in ClearPoint.

Learn how to sort elements (objectives, measures, initiatives, etc.) in a scorecard, to set the order in which they appear in ClearPoint summary reports.

Learn how to duplicate an objective in a scorecard in ClearPoint. Similar instructions apply to measures, initiatives, action items, and risks.

Learn how to delete single or multiple objectives in ClearPoint. The instructions are the same for measures, initiatives, action items, and risks.

This article will show you how to edit a Gantt chart on ClearPoint. These are helpful and commonly used bar charts to track projects.

Reporting frequency defines how often you update an objective, measure, or initiative in ClearPoint. This article explains how to change an element’s reporting frequency. In this example, a measure’s reporting frequency is changed from monthly to quarterly.

A home scorecard is the scorecard where an element is created and stored. This article walks you through the instructions for changing the home scorecard of an objective, measure, initiative, action item, or risk.

External documents can be uploaded into detail pages and printed reports in ClearPoint as attachments to add qualitative context to strategy. This article shows how to add attachments and upload files into ClearPoint.

Images uploaded to ClearPoint can be accessed from the Image library in the Control Panel. This article explains this page as well as how to upload images and add them to HTML fields.

ClearPoint gives you a couple of account-wide options for marking elements complete. Learn how to put a strike-through on completed items, as well as how to mark items complete from summary reports.

Sometimes you may want to add to your notes from the last period when you're doing your updates in ClearPoint. You can easily copy information from one period to another for individual fields, elements, or your entire scorecard.

Detail pages can be easily customized to show relevant information. This article explains how to edit the detail page layout of an objective, a measure, an initiative, an action item, and a risk.

ClearPoint gives you control and flexibility over who can see your information and when. You have the option to hide individual pods in online view, print view, when published, or by user permission level.

A pod is a single field on a detail page in ClearPoint. Visually customizing individual pods is easy. You can remove the border and header for a plain background, or add a custom pod style.

Notifications make it possible to monitor changes to elements as they are made in ClearPoint. A notification can be set up on a specific element from the element's edit window.

Milestones are the stages or phases of a project that comprise the overall project. They have start and end dates, and are tracked in a Gantt Chart. You can add milestones to any initiative in ClearPoint.

Milestones are the stages or phases in a project. Sub-milestones allow for the creation of hierarchies and relationships within milestones. Learn how to add sub-milestones and how to turn an existing milestone into a sub-milestone.

Milestones are the stages or phases in a project. This article explains how to edit multiple milestones at the same time.

Milestones are the stages or phases in a project. Once they are done, users can mark them as complete to show other users whether the project is progressing or finished.

Action Items are useful for tracking tasks in ClearPoint associated with other elements like Initiatives, Milestones, and even Measures. This article walks you through how to add an Action Item to your scorecard.

Action Items are tasks that need to be completed and can be associated with any element. Once they are done, users can mark them as complete to show other users the task is finished.

This article walks you through how to add an initiative summary report to your scorecard. Initiative summary reports can be customized and are very useful for reviewing your projects at a glance.

Templates allow you to save the layout of a summary report and use it to create standardized summary reports in any scorecard. This article walks you through how to add an objective summary report template to your scorecard.

This article walks you through how to add an objective summary report from a template. The instructions are the same for measures, initiatives and action items. Make sure you create a summary report template before you begin!

This article walks you through how to edit an objective summary report. The instructions are the same for editing measure and initiative reports. There are two places where you can edit a summary report, which are explained below.

By default, each column in a summary view shows the current period only, but multiple periods of data can be displayed for columns containing update information. This article walks you through selecting which periods these columns will display.

This article demonstrates how to use the features found when clicking on the magnifying glass icon at the top of a summary report. The instructions are the same for objective, measure, initiative, and action item summary reports.

This article walks you through how to order your objective summary reports. The instructions are the same for ordering measure reports, ordering initiative reports, and ordering action item reports.

This article walks you through how to duplicate an objective summary report in your scorecard. The instructions are the same for duplicating a measure summary report, duplicating an initiative summary report, and duplicating an action item summary report.

This article walks you through how to delete an objective summary report from your scorecard. The instructions are the same for deleting a measure report, deleting an initiative report, and deleting an action item report.

ClearPoint gives you a couple of account-wide options for marking elements complete. Learn how to put a strike-through on completed items, as well as how to mark items complete from summary reports.

Summary reports pull out pertinent information for meetings, presentations, and document production. Filtering summary reports can be utilized to include or not include particular elements based on several different factors.

Any page in ClearPoint can be instantly exported and printed as a PDF. See how this is done with Summary Reports below. The instructions are the same for exporting detail pages.

Any grid style Summary Report in ClearPoint can be instantly exported and printed as an Excel file. This article explains how to create these Excel exports in ClearPoint.