ClearPoint Setup – Menu & Element Names
This article explains how to customize menu labels and element names in ClearPoint Next.
Fernando Montenegro
8 steps
16 seconds
Clearpointstrategy
1
ClearPoint allows you to rename top-navigation items—such as Scorecards, Maps, Objectives, Measures, Initiatives, Action Items, and Risks—so they reflect your organization’s terminology. You can also customize names for specific scorecards, reorder the menu, or hide items you don’t use.
Renaming Elements and Menu Items
2
You can change how each element appears across your entire ClearPoint account. 1. From the left navigation, click **Settings**. 2. Select **Account Defaults**.
3
1. Navigate to the **Element Names** tab. 2. Click the **edit pencil** next to the element you want to rename (e.g., *Objectives*). 3. In the **Default Names** tab, update: - **Name** (singular) - **Plural** - **Menu Label** (controls how the name appears in top navigation) 4. Click **Save**.
Reordering Items in the Top Navigation
4
Adjust the order of elements in the left navigation bar to match your workflow. 1. From the top navigation, click **Settings**. 2. Choose **Account Defaults**.
5
1. Navigate to the **Elements Names** tab. 2. Click and drag the **six-dot handle** next to each element to reorder. 3. Click **Save Order**. 💡 The updated order immediately applies to all users.
Hiding and Unhiding Elements from the Navigation Menu
6
If your organization doesn’t use certain elements (e.g., *Risks*), you can hide them from top navigation to simplify the user experience.
7
## **Hide at the Account Level** 1. Navigate to the **Elements Names** tab. 2. Click the **edit pencil** next to the element you want to hide (e.g., *Risk*). 3. Toggle the option **Hidden**. 4. Click **Save.**
Best Practice
8
If your organization does not use a particular element type, hide it from the menu to reduce confusion and simplify onboarding for new users.
ClearPoint Setup – Menu & Element Names
This article explains how to customize menu labels and element names in ClearPoint Next.
Fernando Montenegro
8 steps
16 seconds
Clearpointstrategy
1
ClearPoint allows you to rename top-navigation items—such as Scorecards, Maps, Objectives, Measures, Initiatives, Action Items, and Risks—so they reflect your organization’s terminology. You can also customize names for specific scorecards, reorder the menu, or hide items you don’t use.
Renaming Elements and Menu Items
2
You can change how each element appears across your entire ClearPoint account. 1. From the left navigation, click **Settings**. 2. Select **Account Defaults**.
3
1. Navigate to the **Element Names** tab. 2. Click the **edit pencil** next to the element you want to rename (e.g., *Objectives*). 3. In the **Default Names** tab, update: - **Name** (singular) - **Plural** - **Menu Label** (controls how the name appears in top navigation) 4. Click **Save**.
Reordering Items in the Top Navigation
4
Adjust the order of elements in the left navigation bar to match your workflow. 1. From the top navigation, click **Settings**. 2. Choose **Account Defaults**.
5
1. Navigate to the **Elements Names** tab. 2. Click and drag the **six-dot handle** next to each element to reorder. 3. Click **Save Order**. 💡 The updated order immediately applies to all users.
Hiding and Unhiding Elements from the Navigation Menu
6
If your organization doesn’t use certain elements (e.g., *Risks*), you can hide them from top navigation to simplify the user experience.
7
## **Hide at the Account Level** 1. Navigate to the **Elements Names** tab. 2. Click the **edit pencil** next to the element you want to hide (e.g., *Risk*). 3. Toggle the option **Hidden**. 4. Click **Save.**
Best Practice
8
If your organization does not use a particular element type, hide it from the menu to reduce confusion and simplify onboarding for new users.
