Summarize Your Results – Editing Detail Page Layouts
Learn how to customize and manage Detail Page layouts in ClearPoint.
Fernando Montenegro
7 steps
14 seconds
Clearpointstrategy
1
Detail Pages in ClearPoint provide a comprehensive view of your elements—such as **Objectives**, **Measures**, **Initiatives**, and **Risks**.\ Each page displays key information like the element’s name, owner, description, and status. By editing a Detail Page layout, you can choose which fields appear, rearrange their order, and design a layout that best supports your team’s workflow and reporting needs.
Opening the Layout Editor
2
1. From the left navigation, click **Elements**. 2. Select the element type you want to edit (e.g., **Objectives**). 3. Open the element’s **Detail Page** (e.g., *Good Locations*).
3
1. Click the **kebab menu (⋮)** and select **Edit Layout**. *💡 The layout editor allows you to add, remove, and rearrange fields with live previews of your changes.*
Editing Fields in the Layout
4
When the layout editor opens, you’ll see two panels: - **Left-hand panel:** Displays all fields currently included in the layout. - **Right-hand panel:** Lists additional fields you can add to the page.
Add or Remove Fields
5
- Drag and drop a field on the right to add it to your layout. - Click the **kebab menu (⋮)** and select **Remove Card.**
Reorder or Resize Fields
6
- Use the **drag handle** to move fields around the page. - Fields can span **full width** or **half width** of the page depending on placement.
7
💡 *You can instantly preview how the layout will look for your element as you rearrange fields.*
Summarize Your Results – Editing Detail Page Layouts
Learn how to customize and manage Detail Page layouts in ClearPoint.
Fernando Montenegro
7 steps
14 seconds
Clearpointstrategy
1
Detail Pages in ClearPoint provide a comprehensive view of your elements—such as **Objectives**, **Measures**, **Initiatives**, and **Risks**.\ Each page displays key information like the element’s name, owner, description, and status. By editing a Detail Page layout, you can choose which fields appear, rearrange their order, and design a layout that best supports your team’s workflow and reporting needs.
Opening the Layout Editor
2
1. From the left navigation, click **Elements**. 2. Select the element type you want to edit (e.g., **Objectives**). 3. Open the element’s **Detail Page** (e.g., *Good Locations*).
3
1. Click the **kebab menu (⋮)** and select **Edit Layout**. *💡 The layout editor allows you to add, remove, and rearrange fields with live previews of your changes.*
Editing Fields in the Layout
4
When the layout editor opens, you’ll see two panels: - **Left-hand panel:** Displays all fields currently included in the layout. - **Right-hand panel:** Lists additional fields you can add to the page.
Add or Remove Fields
5
- Drag and drop a field on the right to add it to your layout. - Click the **kebab menu (⋮)** and select **Remove Card.**
Reorder or Resize Fields
6
- Use the **drag handle** to move fields around the page. - Fields can span **full width** or **half width** of the page depending on placement.
7
💡 *You can instantly preview how the layout will look for your element as you rearrange fields.*
