Getting Started – Project Management | ClearPoint Strategy

Getting Started – Project Management

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

Project (Initiative) Management

1) Manage initiatives.

2) Add new initiative.

3) Edit existing initiative.

project management 1

4) Update initiative.

5) Edit initiative.

6) Add milestones.

7) Add links.


Next: Exporting Your Reports >>

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