Getting Around – My Updates

This article will walk through My Updates in ClearPoint.

Fernando Montenegro
5 steps
10 seconds

Clearpointstrategy

My Updates is your personal hub for managing all updates assigned to you in ClearPoint. It helps you stay organized, track progress, and complete your tasks on time.

My Updates Overview

On the **My Updates** page, you’ll see all your active **Workflows**. Each workflow includes custom instructions created by your ClearPoint Administrator to guide you through your updates. To the right of each workflow name, you’ll find: - **Start and End Dates** — define the reporting cycle and task completion window. Once the end date passes, updates can no longer be edited or marked complete. - **Reporting Period** — identifies the time period your updates apply to. - **Progress Tracker** — shows how many tasks you’ve completed for that workflow. Each workflow includes all the **Elements** you’re responsible for updating during the reporting cycle. These are listed under the workflow’s instructions and progress tracker.

Accessing My Updates

1. From your Control Panel, click the chevron (>) next to **My ClearPoint**. 2. Click on **My Updates**. 3. From the overview page, you can mark updates as **Completed**.

Making Your Updates

Keeping your tasks updated help you and your ClearPoint Administrator track progress and confirm when your updates are finished.

1. Select the Update you are doing to be working with. 2. From the top navigation menu you can: 1. Click the **Instructions icon** to display information left by the administrator. 2. Mark the Update as Completed. 3. See the next available Update. 4. Start a conversation with your administrator. 5. Make inline edits. 💡 When all tasks are marked complete, you’ll receive a confirmation message celebrating your completion!