Organize Your Strategy - Managing Objectives
Fernando Montenegro
10 steps
2 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Adding an Objective
2
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Click on **Objectives**
3
Select **Add Objective** from the dropdown menu or click the **Plus icon**\ Under **Name**, enter the new Objective name, for example, ‘Increase customer satisfaction by 15%.’\ Choose an **Owner** from the dropdown menu\ Click **Save**
Editing an Objective from the ‘Manage Elements’ page
4
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Click on **Objectives**
5
Select the **Objective** you are going to be working with\ Click on the **Edit Pencil icon**\ Navigate to the **Update Fields tab**\ Update accordingly\ Click **Save**\ \ Updates are changes that apply to a particular period.
6
Navigate to the **Edit Fields tab**\ Examples of information that can be edited could be an Objective name, Reporting Frequency, Owner, or Description.\ \ Edits are changes that will stay the same regardless of what period the user is in.
7
Navigate to the **Links tab**\ Here you can manage the elements that are linked to your Objective
8
Navigate to the **Notifications tab**\ Update your **Notification** preferences accordingly
Editing an Objective on a detail page
9
Select the **Objective** you are going to be working with\ Click on the **Edit Pencil icon**\ Navigate to the **Edit Fields tab**\ **Edit** accordingly\ Click **Save**
Bulk editing Objectives
10
Select **Objectives**\ Mark the checkboxes next to the **Objectives** you want to **Edit**\ Select **Edit Multiple** from the dropdown menu\ The **Objectives tab** shows all of the **Objectives** you will be making changes to\ Navigate to the **Update Fields** and **Edit Fields** to perform your changes accordingly In the **Edit Fields section**, changes can be made to the objectives that will be the same no matter what period the user is logged into. In the **Update Fields section**, changes can be made for a particular period.
Organize Your Strategy - Managing Objectives
Fernando Montenegro
10 steps
2 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Adding an Objective
2
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Click on **Objectives**
3
Select **Add Objective** from the dropdown menu or click the **Plus icon**\ Under **Name**, enter the new Objective name, for example, ‘Increase customer satisfaction by 15%.’\ Choose an **Owner** from the dropdown menu\ Click **Save**
Editing an Objective from the ‘Manage Elements’ page
4
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Click on **Objectives**
5
Select the **Objective** you are going to be working with\ Click on the **Edit Pencil icon**\ Navigate to the **Update Fields tab**\ Update accordingly\ Click **Save**\ \ Updates are changes that apply to a particular period.
6
Navigate to the **Edit Fields tab**\ Examples of information that can be edited could be an Objective name, Reporting Frequency, Owner, or Description.\ \ Edits are changes that will stay the same regardless of what period the user is in.
7
Navigate to the **Links tab**\ Here you can manage the elements that are linked to your Objective
8
Navigate to the **Notifications tab**\ Update your **Notification** preferences accordingly
Editing an Objective on a detail page
9
Select the **Objective** you are going to be working with\ Click on the **Edit Pencil icon**\ Navigate to the **Edit Fields tab**\ **Edit** accordingly\ Click **Save**
Bulk editing Objectives
10
Select **Objectives**\ Mark the checkboxes next to the **Objectives** you want to **Edit**\ Select **Edit Multiple** from the dropdown menu\ The **Objectives tab** shows all of the **Objectives** you will be making changes to\ Navigate to the **Update Fields** and **Edit Fields** to perform your changes accordingly In the **Edit Fields section**, changes can be made to the objectives that will be the same no matter what period the user is logged into. In the **Update Fields section**, changes can be made for a particular period.
