My ClearPoint - Workspaces
Fernando Montenegro
17 steps
4 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Add a Workspace
2
In this example, we are going to add a Workspace.
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- From the Control Panel click on **My ClearPoint** - Select **My Workspace** - Click the **dropdown menu** next to the Plus icon - Choose **Manage Workspaces**
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- Click the **Plus icon** to add a Workspace - Under **Name**, enter the name of the new Workspace, in this example, ‘Central Division Workspace’. - Choose the level of access under **Manage Access** - **Private** means the Workspace can only be seen by the user who is creating it - **All Users** means anyone in ClearPoint can see the Workspace - At least 1 Workspace with All Users access must exist in your account. - **Select Users** allows you to create a Workspace that is accessible to a specific set of users.
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- Once you are done with your changes, click **Save** - You will find the newly created Workspace right under Workspaces
Add a Pod to a Workspace
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You can customize a Workspace by deciding which Pods to include, allowing you to focus on what’s important to you. Capabilities within each Pod: - **My Updates**: - Summary graphic of task completion progress. - Expand workflows, view tasks, mark them as complete, and edit tasks. - M**y Goals**: - Summary graphics of total goals and key results. - Edit, duplicate, delete goals, and update key results. - **My Scorecard**: - View all elements owned and access detail pages quickly. - **My Notifications**: - View all notifications and access element detail pages quickly. - **My Mentions**: - View mentions, add quick reactions, mark as read, and view read mentions. - **My Exports**: - View all exports and quickly download or delete them. - **My Favorites**: - View favorited elements and reports, access pages, and edit detail pages.
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- From the Control Panel click on **My ClearPoint** - Select the **Workspace** you are going to be working with, in this example, ‘Central Division Workspace’ - Click the **Plus icon** to add a Pod
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- Select the **Pod** you wish to add, in this example, ‘My Goals’ - **Drag and drop** the Pod in the desired place - You can also customize the size of the **Pod** using the **drag handle icon** - Once you are done with your changes, click **Save Changes** - Confirm you wish to save the changes by clicking the **Save** button
Managing Pods
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In this example, we are going to customize a Workspace page.
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- From the Control Panel click on **My ClearPoint** - Select the **Workspace** you are going to be working with, in this example, ‘Central Division Workspace’ - We are going to make **My Goals** half its size with the **drag handle icon** - Next up, we are going to move up **My Scorecard** by using **drag and drop**
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- Click on the **three dots icon** next to one of the **Pods** and select **Edit Pod Style** - You can choose from the predefined options under **Color Styles** - You can also **Set up Your Own Style** - Please visit our Help Center article on Branding Detail Pages and Reports for detailed instructions - Once you are done with your selection, click **Save**
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- Click on the **three dots icon** next to a Pod - Select **Remove Pod** - Once you are done with your changes, click **Save Changes** - Confirm the changes will apply to all users with access to the Workspace by clicking **Save**
Manage Workspaces
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Users can add, edit, duplicate, and delete Workspaces. Admins can delete global workspaces; at least 1 global workspace must remain.\ \ Important: Admins see all Workspaces, including those they cannot access. Users with no Admin rights see only Workspaces they have access to.
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- From the Control Panel click on **My ClearPoint** - Select **My Workspace** - Click the **dropdown menu** next to the Plus icon - Choose **Manage Workspaces**
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- Click the **three dots icon** next to a Workspace - **Edit Workspace**, allows you to edit the **Name** and **Manage Access** - **Duplicate Workspace**, allows you to enter a **Name** for the duplicated Workspace and **Manage Access** - **Delete Workspace**, allows you to delete the Workspace
Set Workspace as Homepage
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Users can set a Workspace as their Homepage for quick access.
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- From the Control Panel click on **My ClearPoint** - Select the **Workspace** you wish to set as your Homepage - Click the **Home icon**
My ClearPoint - Workspaces
Fernando Montenegro
17 steps
4 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Add a Workspace
2
In this example, we are going to add a Workspace.
3
- From the Control Panel click on **My ClearPoint** - Select **My Workspace** - Click the **dropdown menu** next to the Plus icon - Choose **Manage Workspaces**
4
- Click the **Plus icon** to add a Workspace - Under **Name**, enter the name of the new Workspace, in this example, ‘Central Division Workspace’. - Choose the level of access under **Manage Access** - **Private** means the Workspace can only be seen by the user who is creating it - **All Users** means anyone in ClearPoint can see the Workspace - At least 1 Workspace with All Users access must exist in your account. - **Select Users** allows you to create a Workspace that is accessible to a specific set of users.
5
- Once you are done with your changes, click **Save** - You will find the newly created Workspace right under Workspaces
Add a Pod to a Workspace
6
You can customize a Workspace by deciding which Pods to include, allowing you to focus on what’s important to you. Capabilities within each Pod: - **My Updates**: - Summary graphic of task completion progress. - Expand workflows, view tasks, mark them as complete, and edit tasks. - M**y Goals**: - Summary graphics of total goals and key results. - Edit, duplicate, delete goals, and update key results. - **My Scorecard**: - View all elements owned and access detail pages quickly. - **My Notifications**: - View all notifications and access element detail pages quickly. - **My Mentions**: - View mentions, add quick reactions, mark as read, and view read mentions. - **My Exports**: - View all exports and quickly download or delete them. - **My Favorites**: - View favorited elements and reports, access pages, and edit detail pages.
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- From the Control Panel click on **My ClearPoint** - Select the **Workspace** you are going to be working with, in this example, ‘Central Division Workspace’ - Click the **Plus icon** to add a Pod
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- Select the **Pod** you wish to add, in this example, ‘My Goals’ - **Drag and drop** the Pod in the desired place - You can also customize the size of the **Pod** using the **drag handle icon** - Once you are done with your changes, click **Save Changes** - Confirm you wish to save the changes by clicking the **Save** button
Managing Pods
9
In this example, we are going to customize a Workspace page.
10
- From the Control Panel click on **My ClearPoint** - Select the **Workspace** you are going to be working with, in this example, ‘Central Division Workspace’ - We are going to make **My Goals** half its size with the **drag handle icon** - Next up, we are going to move up **My Scorecard** by using **drag and drop**
11
- Click on the **three dots icon** next to one of the **Pods** and select **Edit Pod Style** - You can choose from the predefined options under **Color Styles** - You can also **Set up Your Own Style** - Please visit our Help Center article on Branding Detail Pages and Reports for detailed instructions - Once you are done with your selection, click **Save**
12
- Click on the **three dots icon** next to a Pod - Select **Remove Pod** - Once you are done with your changes, click **Save Changes** - Confirm the changes will apply to all users with access to the Workspace by clicking **Save**
Manage Workspaces
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Users can add, edit, duplicate, and delete Workspaces. Admins can delete global workspaces; at least 1 global workspace must remain.\ \ Important: Admins see all Workspaces, including those they cannot access. Users with no Admin rights see only Workspaces they have access to.
14
- From the Control Panel click on **My ClearPoint** - Select **My Workspace** - Click the **dropdown menu** next to the Plus icon - Choose **Manage Workspaces**
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- Click the **three dots icon** next to a Workspace - **Edit Workspace**, allows you to edit the **Name** and **Manage Access** - **Duplicate Workspace**, allows you to enter a **Name** for the duplicated Workspace and **Manage Access** - **Delete Workspace**, allows you to delete the Workspace
Set Workspace as Homepage
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Users can set a Workspace as their Homepage for quick access.
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- From the Control Panel click on **My ClearPoint** - Select the **Workspace** you wish to set as your Homepage - Click the **Home icon**
