Advanced Topics – Managing Completed Projects
Learn how to mark Projects, Milestones, and Action Items as completed in ClearPoint.
Fernando Montenegro
13 steps
26 seconds
Clearpointstrategy
1
Marking elements as complete helps you track progress and visualize project outcomes across your Scorecards.\ When you mark an Initiative, Milestone, or Action Item as complete, ClearPoint records the completion date automatically and carries forward relevant update fields such as *Status*, *Percent Complete*, and *Analysis* into future reporting periods.
Marking Elements as Complete from a Detail Page
2
1. From the left navigation, click **Elements**. 2. Select **Measures** (or another element type such as *Action Items or Risks*). 3. Open the element you want to mark complete.
3
1. Click the kebab menu (⋮) and select **Edit Element**.
4
1. Navigate to the **Update Fields** tab. 2. Mark the element as **Complete**. 3. Click **Save**. 💡 *By default, today’s date is automatically entered as the Completed Date.*
Marking Elements as Complete from the Edit Drawer
5
1. From the left navigation, click **Elements**. 2. Select the element type (e.g., **Measures**). 3. Click the kebab menu (⋮) and select **Edit Measure**.
6
1. Navigate to the **Update Fields** tab. 2. Mark the element as **Complete**. 3. Click **Save**. 💡 *Completion dates can be customized, but will default to today’s date if left blank.*
Managing Completed Items in System Setup
7
Admins can configure how completed elements display in summary views and reports across all Scorecards.
8
1. From the top navigation, click **Settings.** 2. Click on **Account Defaults**.
9
1. Navigate to the **Report Options** tab. 2. Configure display preferences: - **Strike through completed items** – Adds a line through text for completed elements. - **Mark Complete from Summary Views** – Enable checkboxes to allow users to mark Initiatives, Milestones, Action Items, or Risks complete directly from summary reports. 3. Click **Save**.
10
💡 *Changes made here apply globally to all Scorecards in your account.*
Hiding Completed Items in a Scorecard
11
You can hide completed elements from reports and summary views based on completion date.
12
1. From the left navigation, click **Scorecards**. 2. Click the kebab menu (⋮) and select **Edit Measure**.
13
1. Navigate to the **Scorecard Options** tab. 2. Configure display differences for Initiatives, Milestones and Action Items. 3. Click **Save**. 💡 *This helps keep reports focused on active work while still preserving historical data for completed elements.*
Advanced Topics – Managing Completed Projects
Learn how to mark Projects, Milestones, and Action Items as completed in ClearPoint.
Fernando Montenegro
13 steps
26 seconds
Clearpointstrategy
1
Marking elements as complete helps you track progress and visualize project outcomes across your Scorecards.\ When you mark an Initiative, Milestone, or Action Item as complete, ClearPoint records the completion date automatically and carries forward relevant update fields such as *Status*, *Percent Complete*, and *Analysis* into future reporting periods.
Marking Elements as Complete from a Detail Page
2
1. From the left navigation, click **Elements**. 2. Select **Measures** (or another element type such as *Action Items or Risks*). 3. Open the element you want to mark complete.
3
1. Click the kebab menu (⋮) and select **Edit Element**.
4
1. Navigate to the **Update Fields** tab. 2. Mark the element as **Complete**. 3. Click **Save**. 💡 *By default, today’s date is automatically entered as the Completed Date.*
Marking Elements as Complete from the Edit Drawer
5
1. From the left navigation, click **Elements**. 2. Select the element type (e.g., **Measures**). 3. Click the kebab menu (⋮) and select **Edit Measure**.
6
1. Navigate to the **Update Fields** tab. 2. Mark the element as **Complete**. 3. Click **Save**. 💡 *Completion dates can be customized, but will default to today’s date if left blank.*
Managing Completed Items in System Setup
7
Admins can configure how completed elements display in summary views and reports across all Scorecards.
8
1. From the top navigation, click **Settings.** 2. Click on **Account Defaults**.
9
1. Navigate to the **Report Options** tab. 2. Configure display preferences: - **Strike through completed items** – Adds a line through text for completed elements. - **Mark Complete from Summary Views** – Enable checkboxes to allow users to mark Initiatives, Milestones, Action Items, or Risks complete directly from summary reports. 3. Click **Save**.
10
💡 *Changes made here apply globally to all Scorecards in your account.*
Hiding Completed Items in a Scorecard
11
You can hide completed elements from reports and summary views based on completion date.
12
1. From the left navigation, click **Scorecards**. 2. Click the kebab menu (⋮) and select **Edit Measure**.
13
1. Navigate to the **Scorecard Options** tab. 2. Configure display differences for Initiatives, Milestones and Action Items. 3. Click **Save**. 💡 *This helps keep reports focused on active work while still preserving historical data for completed elements.*
