Tagging | ClearPoint Strategy

Tagging

Admin Options

Feature available for Professional Plan and above

Tagging provides the opportunity for users to group objects together in ClearPoint. Users can customize tag names and colors, and apply these tags across multiple elements including scorecards, objectives, measures, initiatives, milestones, action items, risks, series, or charts. This can come in handy when using Bulk Changes to make changes across elements.

Instructions

Adding or Editing a Tag

1) Click into Tagging from Admin Options under System Settings.

2) Click the Add icon to add a new tag. Give the tag a name and a color.

3) Once you have added a tag, you can click on the Edit icon to change the name or color.

Applying Tags to Elements

Once you have added a tag, you can apply it to any element in your account including scorecards, objectives, measures, initiatives, milestones, action items, risks, series, or charts.

Applying Tags to Elements from Admin Options

1) Click into Tagging from Admin Options under System Settings.

2) Click into the View / Map Elements tab. From here you will see all elements in your account.

3) You can tap individual elements by clicking the Link icon. You can tag elements in bulk by checking next to the element and clicking the Add icon.

4) You can use the filter to search for specific elements or filter by scorecard or element type to make selecting the elements to tag even easier.

Applying Tags to Elements from the Element

1) Users that are Editors and above can edit any element and add a tag that has been added from Admin Options.

2) For example, go the a measure detail page and click the Edit icon. Click into the Edit Fields tab and assign a tag. You can also tag charts and series by editing these elements.

Filtering Summary Reports by Tags

1) Once you have tagged elements, you can add summary reports and set up filters based on the tags. For more information on editing summary report periods, please see this article: Filtering summary reports.

Related Articles

Bulk Changes