ClearPoint Setup - Adding, editing, and reordering status indicators
Fernando Montenegro
10 steps
3 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Adding a Status Indicator
2
In this example, we are going to create a Status Indicator for elements that have not seen progress but still require our attention.
3
- From the Control Panel click on **System Settings** - Select **System Setup** - Click on **Status Indicators** under Standard Features - By default, you will see four Status Indicators
4
- Click the **Plus icon** to add a new indicator - The **Status Name** field determines how the status indicator will be displayed throughout your account, in this example, we are going to create the status ‘Inactive’. - The **Score** field is used for automatic objective evaluations. In this example, we are going to set it as 0.
5
- Mark the checkbox next to **Use Custom Status Indicator** - Drop an image or click to upload an image from your local computer in the **Custom Status Icon** field - Make sure you use either a PNG or JPEG image, as GIF images are not supported ( 24×24 pixel images work best).
6
- Navigate to the **Elements tab** - You can also pick which types of **Elements** will use the status indicator - Once you are done with your changes, click **Save**
Editing a Status Indicator
7
- From the Control Panel click on **System Settings** - Select **System Setup** - Click on **Status Indicators** under Standard Features
8
- Click on the **edit Pencil icon** next to the status indicator you want to modify - Update the **status indicator** accordingly, in this example, we are going to change the name - Once you are done with your changes, click **Save**
Reordering Status Indicators
9
- From the Control Panel click on **System Settings** - Select **System Setup** - Click on **Status Indicators** under Standard Features
10
- **Drag and drop** the Status Indicators in the desired order - Once you are done with your changes, click **Save Order**
ClearPoint Setup - Adding, editing, and reordering status indicators
Fernando Montenegro
10 steps
3 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Adding a Status Indicator
2
In this example, we are going to create a Status Indicator for elements that have not seen progress but still require our attention.
3
- From the Control Panel click on **System Settings** - Select **System Setup** - Click on **Status Indicators** under Standard Features - By default, you will see four Status Indicators
4
- Click the **Plus icon** to add a new indicator - The **Status Name** field determines how the status indicator will be displayed throughout your account, in this example, we are going to create the status ‘Inactive’. - The **Score** field is used for automatic objective evaluations. In this example, we are going to set it as 0.
5
- Mark the checkbox next to **Use Custom Status Indicator** - Drop an image or click to upload an image from your local computer in the **Custom Status Icon** field - Make sure you use either a PNG or JPEG image, as GIF images are not supported ( 24×24 pixel images work best).
6
- Navigate to the **Elements tab** - You can also pick which types of **Elements** will use the status indicator - Once you are done with your changes, click **Save**
Editing a Status Indicator
7
- From the Control Panel click on **System Settings** - Select **System Setup** - Click on **Status Indicators** under Standard Features
8
- Click on the **edit Pencil icon** next to the status indicator you want to modify - Update the **status indicator** accordingly, in this example, we are going to change the name - Once you are done with your changes, click **Save**
Reordering Status Indicators
9
- From the Control Panel click on **System Settings** - Select **System Setup** - Click on **Status Indicators** under Standard Features
10
- **Drag and drop** the Status Indicators in the desired order - Once you are done with your changes, click **Save Order**
