Organize Your Strategy - Adding Action Items
Fernando Montenegro
6 steps
2 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Adding Action Items from Manage Action Items
2
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Open **Action Items**
3
Click on the **Plus icon**\ Under **Name**, enter the name of the new Action Item, for example, ‘Export NPS Quarterly report’.\ Assign an **Owner** from the dropdown menu\ Set a **Start** and **End Date**\ Once you are done with your changes, click **Save**\ Reorganize your tasks by dragging and dropping them in the desired order
Adding Action Items from a Detail Page
4
Action Items can be added to the Element you are viewing from its Detail Page. This shortcut allows you to automatically create the link between the two Elements when the Action Item is added, saving you the extra step. This is especially helpful for Action Items, as they are typically used as one-off to-do list items that may be identified during a meeting and associated with a specific Objective, Measure, or Initiative from the Strategic Plan.
5
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Open **Initiatives**\ Select the **Initiative** you are going to be working with, in this example, ‘Redesign Employee Satisfaction Survey’.
6
Double-click on **Action Items**\ Click on **Add Action Item**\ Under **Name**, enter the name of the new Action Item, for example, ‘Complete NPS Training’.\ Assign an **Owner** from the dropdown menu\ Set a **Start** and **End Date**\ Once you are done with your changes, click **Save**\ Click on the green checkmark to confirm your changes
Organize Your Strategy - Adding Action Items
Fernando Montenegro
6 steps
2 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Adding Action Items from Manage Action Items
2
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Open **Action Items**
3
Click on the **Plus icon**\ Under **Name**, enter the name of the new Action Item, for example, ‘Export NPS Quarterly report’.\ Assign an **Owner** from the dropdown menu\ Set a **Start** and **End Date**\ Once you are done with your changes, click **Save**\ Reorganize your tasks by dragging and dropping them in the desired order
Adding Action Items from a Detail Page
4
Action Items can be added to the Element you are viewing from its Detail Page. This shortcut allows you to automatically create the link between the two Elements when the Action Item is added, saving you the extra step. This is especially helpful for Action Items, as they are typically used as one-off to-do list items that may be identified during a meeting and associated with a specific Objective, Measure, or Initiative from the Strategic Plan.
5
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Open **Initiatives**\ Select the **Initiative** you are going to be working with, in this example, ‘Redesign Employee Satisfaction Survey’.
6
Double-click on **Action Items**\ Click on **Add Action Item**\ Under **Name**, enter the name of the new Action Item, for example, ‘Complete NPS Training’.\ Assign an **Owner** from the dropdown menu\ Set a **Start** and **End Date**\ Once you are done with your changes, click **Save**\ Click on the green checkmark to confirm your changes
