Organize Your Strategy - Managing Elements
Fernando Montenegro
15 steps
3 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at <https://app.clearpointstrategy.com/#/home>
Adding an Element
2
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Click on **Objectives**
3
Click on the **Plus icon**\ Under **Name**, enter the new Objective name, for example, ‘New Objective.’\ Select an **Owner** from the dropdown menu\ Click on **Save** at the bottom right of your screen
Adding multiple elements
4
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Click on **Objectives**
5
Select **Add Multiple** from the dropdown menu next to the **Plus icon**\ Under **Objective Names**, enter the new Objective name, for example, ‘Objective 1, Objective 2, Objective 3.’\ Select a **Scorecard** from the dropdown menu\ Click on **Save**
Reordering Elements
6
By default, Elements are listed in the order they were added to ClearPoint. However, within each Scorecard, you have the ability to control the default order by which Elements are displayed in Summary Reports.
7
Click on **Objectives**\ Drag and drop the **Elements** to the appropriate place in the list
Duplicating an Element
8
In this example, we will use Objectives, but the instructions are the same for each Element Type.
9
Click on **Objectives**\ Locate the **Element** you would like to Duplicate\ Click the three dots icon next to the **Edit Pencil icon**\ Choose **Duplicate Objective**
10
Under **New Objective Name**, enter the name of the duplicated Objective, ‘Very Low Ticket Prices Central Division.’\ Select the **Home Scorecard** from the dropdown menu\ **Copy Status and Objective Data** will include any assigned color statuses as well as period-specific data and information in the new objective\ **Copy Links** will apply the same linked elements from the original objective to the new objective\ Click **Duplicate**
Deleting an Element
11
In this example, we will use Objectives, but the instructions are the same for each Element type.
12
Click on **Objectives**\ Locate the Element you would like to **Delete**\ Click the three dots icon next to the **Edit Pencil icon**\ Choose **Delete Objective**\ Confirm by clicking the **Delete button**
Deleting Multiple Elements
13
In this example, we will use Objectives, but the instructions are the same for each Element type.
14
Click on **Objectives**\ Check the boxes next to the **Objectives** you would like to **Delete**\ Click the dropdown menu next to the **Plus icon**\ Choose **Delete Multiple**\ Confirm by clicking the **Delete button**
Changing the Reporting Frequency of an Element
15
Click on **Objectives**\ Locate the Objective you are going to be working with\ Click the **Pencil icon**\ Navigate to the **Edit Fields tab**\ Change the **Reporting Frequency** using the dropdown menu\ Click **Save**
Organize Your Strategy - Managing Elements
Fernando Montenegro
15 steps
3 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at <https://app.clearpointstrategy.com/#/home>
Adding an Element
2
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Click on **Objectives**
3
Click on the **Plus icon**\ Under **Name**, enter the new Objective name, for example, ‘New Objective.’\ Select an **Owner** from the dropdown menu\ Click on **Save** at the bottom right of your screen
Adding multiple elements
4
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Click on **Objectives**
5
Select **Add Multiple** from the dropdown menu next to the **Plus icon**\ Under **Objective Names**, enter the new Objective name, for example, ‘Objective 1, Objective 2, Objective 3.’\ Select a **Scorecard** from the dropdown menu\ Click on **Save**
Reordering Elements
6
By default, Elements are listed in the order they were added to ClearPoint. However, within each Scorecard, you have the ability to control the default order by which Elements are displayed in Summary Reports.
7
Click on **Objectives**\ Drag and drop the **Elements** to the appropriate place in the list
Duplicating an Element
8
In this example, we will use Objectives, but the instructions are the same for each Element Type.
9
Click on **Objectives**\ Locate the **Element** you would like to Duplicate\ Click the three dots icon next to the **Edit Pencil icon**\ Choose **Duplicate Objective**
10
Under **New Objective Name**, enter the name of the duplicated Objective, ‘Very Low Ticket Prices Central Division.’\ Select the **Home Scorecard** from the dropdown menu\ **Copy Status and Objective Data** will include any assigned color statuses as well as period-specific data and information in the new objective\ **Copy Links** will apply the same linked elements from the original objective to the new objective\ Click **Duplicate**
Deleting an Element
11
In this example, we will use Objectives, but the instructions are the same for each Element type.
12
Click on **Objectives**\ Locate the Element you would like to **Delete**\ Click the three dots icon next to the **Edit Pencil icon**\ Choose **Delete Objective**\ Confirm by clicking the **Delete button**
Deleting Multiple Elements
13
In this example, we will use Objectives, but the instructions are the same for each Element type.
14
Click on **Objectives**\ Check the boxes next to the **Objectives** you would like to **Delete**\ Click the dropdown menu next to the **Plus icon**\ Choose **Delete Multiple**\ Confirm by clicking the **Delete button**
Changing the Reporting Frequency of an Element
15
Click on **Objectives**\ Locate the Objective you are going to be working with\ Click the **Pencil icon**\ Navigate to the **Edit Fields tab**\ Change the **Reporting Frequency** using the dropdown menu\ Click **Save**
