Organize Your Strategy - Add and Manage Milestones

Fernando Montenegro
24 steps
6 minutes

Clearpointstrategy

Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)

Adding Milestones to an initiative

Adding Milestones inline

Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Click on **Initiatives**\ Locate the **Initiative** you are going to be working with, in this example, ‘Redesign Employee Satisfaction Survey’

Double-click on **Milestones**\ Click on **Add Milestone**\ Under **Name**, enter the name of the new Milestone, for example, ‘Net promoter score’\ Assign an **Owner** from the dropdown menu\ Choose the **Start Date** and **End Date**\ Once you are done with your changes, click **Save**\ Click the green checkmark to confirm your changes

Adding Milestones from the Edit Initiative window

Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Click on **Initiatives**\ Locate the Initiative you are going to be working with, in this example, ‘Redesign Employee Satisfaction Survey’.

Click on the edit **Pencil icon**\ Navigate to the **Milestones tab**\ Click on the **Plus icon**\ Under **Name**, enter the name of the new Milestone, for example, ‘Net promoter score’\ Assign an **Owner** from the dropdown menu\ Choose the **Start Date** and **End Date**\ Once you are done with your changes, click **Save**

Adding multiple Milestones

Click on the **edit Pencil icon**\ Navigate to the **Milestones tab**\ Choose **Add Multiple** from the dropdown menu\ Use **Select Fields** to assign an **Owner**\ Enter the names of each **Milestone** on a separate line\ Select the **Start** and **End Date**\ Once you are done, click **Save**

Keep in mind the content will apply to all the Milestones being added

Change the **Start** and **End Date** by dragging the **Milestones** to the appropriate dates in the **Milestones Gantt Chart**\ Once you are done click the green checkmark to confirm your changes

Creating sub-milestones

Like Milestones, Sub-Milestones need to be completed for the overall project to be complete, they have Start and End Dates, and they are tracked in a Gantt Chart. Once you create an Initiative and add a Milestone, you can create and designate Sub-Milestones. \ \ Milestones can have four levels of parent-child hierarchy (Parent/Child/Grandchild/Great-grandchild).

Adding Sub-Milestones inline

Double-click on **Milestones**\ Click on **Add Milestone**\ Under Name, enter the name of the new Sub-Milestone, for example, ‘Total % of Promoters’\ Select a **Milestone** from the **Parent Milestone** dropdown menu\ Choose the **Start Date** and **End Date**\ Once you are done with your changes, click **Save**\ Click the green checkmark to confirm your changes

Adding sub-milestones from the Edit Milestone window

Click on the **edit Pencil icon**\ Navigate to the **Milestones tab**\ Click on the **Plus icon**\ Under **Name**, enter the name of the new Milestone, for example, ‘Total % of Demoters’\ Select a **Milestone** from the **Parent Milestone** dropdown menu\ Choose the **Start Date** and **End Date**\ Once you are done with your changes, click **Save**

Adding multiple sub-milestones

Click on the **edit Pencil icon**\ Navigate to the **Milestones tab**\ Choose **Add Multiple** from the dropdown menu\ Under **Select Fields** select **Parent Milestone**\ From the Parent Milestone dropdown menu select the **Parent Milestone**\ Enter the names of each **Milestone** on a separate line\ Select the **Start** and **End Date**\ Once you are done, click **Save**

Keep in mind the content will apply to all the Sub-Milestones being added

Change the **Start** and **End Date** by dragging the **Sub-Milestones** to the appropriate dates in the **Milestones Gantt Chart**\ Once you are done click the green checkmark to confirm your changes

Changing a Milestone into a Sub-Milestone

Double-click on **Milestones**\ Click on the **edit Pencil icon** for the Milestone that will become a **Sub-Milestone**\ Navigate to the **Edit Fields tab**\ Choose the **Parent Milestone** from the dropdown menu\ Click **Save**\ Click the green checkmark to confirm your changes

Bulk editing milestones

Click the **edit Pencil icon**\ Navigate to the **Milestones tab**\ Mark the checkboxes next to the **Milestones** you are going to be editing\ Select **Edit Multiple** from the dropdown menu

**Milestones To Update** shows all the **Milestones** you will be making changes to\ \ Navigate to the **Update Fields**, changes can be made for the reporting period you are currently viewing.\ Navigate to the **Edit Fields**, changes can be made to the Milestones that will be the same no matter what period the user is logged into. Select the fields you want to change from the **Select Fields menu**\ Choose the value you want to apply to each field\ Once you are done, click **Save**

Please note that these changes, once saved, will be reflected on all of the Milestones that were selected.