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This article walks you through how to add an objective to your scorecard. The instructions are the same for adding a measure, adding an initiative, adding an action item, and adding a risk. Instructions 1)
This article walks you through how to add multiple objectives using the Manage Objectives page. The instructions for adding multiple elements are the same for adding multiple objectives, adding multiple measures, adding multiple initiatives, adding
In this article, we will review the two ways to make changes to an initiative (also considered projects). The first way, in the ‘Manage Initiatives’ section, works best for those who just added a new
This article walks through the steps to make changes to multiple initiatives at once. Bulk editing is helpful for expediting the editing process. Instructions 1) Click on ‘Initiatives’ in the Top Navigation. 2) Select ‘Manage
Linking together the different elements of your strategic plan is important as it allows you to show alignment. Luckily, ClearPoint makes creating links easy. For this example, we will link Objectives to other elements. Instructions In
Parents and Children are types of links that you can create to show a hierarchy of alignment between the same type of element (e.g. between objectives and other objectives, or measures and other measures). ‘Parents’
Within each scorecard, you have the ability to control the default order by which elements are displayed in summary reports. By default, elements are listed in the order they were added to ClearPoint. Learn about
This article walks through how to duplicate an objective in a scorecard. Duplicating an element is helpful to quickly add an element with similar attributes to an existing one. The instructions are the same for
This article walks you through how to delete a single objective or multiple objectives from your scorecard. The instructions are the same for deleting a measure, deleting an initiative, deleting an action item, and deleting
This article will show you how to edit a Gantt chart on ClearPoint. These are helpful and commonly used bar charts to track projects. Instructions 1) Click on the ‘Initiatives’ dropdown menu in the Top
Reporting frequency defines how often you update an objective, measure, or initiative in ClearPoint. Typically, an element is added with the default reporting frequency of monthly. This can easily be changed (to quarterly or annual,
A home scorecard is the scorecard where an element is created and stored. This defines which users can see the element (based on access to the scorecard), and which summary reports the element will be
External documents can be uploaded into ClearPoint to add qualitative context to strategy, and to have information all in one place. This article shows how to add attachments and upload files into ClearPoint. Attachments are
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. Instructions Uploading
ClearPoint gives you a couple of account-wide options for marking elements complete. This article walks you through how to put a strike-through on completed items, as well as how to mark items complete from summary
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
Detail pages can be easily customized to show relevant information. This article explains how to edit an objective’s detail page layout. The instructions are the same for editing the detail page layout of a a
ClearPoint gives you a high amount of control and flexibility as far as who can see your information and when. You have the option to hide individual pods in online view, print view, or when
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. The instructions are the same
Milestones are the stages or phases in a project. They need to be completed for the overall project to be complete. They have start and end dates, and are tracked in a Gantt Chart. Once
Milestones are the stages or phases in a project. Sub-milestones allow for the creation of hierarchies and relationships within milestones. Like milestones, they need to be completed for the overall project to be complete, they
Milestones are the stages or phases in a project. This article explains how to edit multiple milestones at the same time. Instructions 1) From an initiative detail page, click on the Edit icon. A new
Milestones are the stages or phases in a project. Once they are done, users can mark them as complete to show other users the project is progressing or finished. Instructions Marking complete from the detail
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. Instructions Adding
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. Instructions
This article walks you through how to add an initiative summary report to your scorecard. Instructions 1) Click on the ‘Initiatives’ dropdown menu. 2) Select ‘Manage Initiative Reports’. 3) Click on the Add Report Icon.
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
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
This article walks you through how to edit an objective summary report. The instructions are the same for editing measure reports and initiative reports. There are two places where you can edit a summary report, which
By default, each column in a summary view shows the current period only, but it is possible to display multiple periods of data for columns containing update information. This article walks you through selecting which
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
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. Instructions 1) Click on the ‘Objectives’
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
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.
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. Instructions 1) When building a
Any page in ClearPoint can be instantly exported and printed as a PDF. See how this is done with Summary Reports below. Instructions 1) From the page you would like to export, open the Dropdown
Any grid style Summary Report in ClearPoint can be instantly exported and printed as an Excel file. See how this is done below. Instructions 1) From the page you would like to export, open the
