Summarize Your Results – Managing Diagrams
This article explains how to create, customize, and manage Diagrams in ClearPoint Next.
Fernando Montenegro
7 steps
2 minutes
Clearpointstrategy
1
Diagrams provide a visual way to communicate your strategy, illustrate alignment, and help users quickly navigate to key Elements across your Scorecards.
Creating a New Diagram
2
1. From the left navigation, click **Reports**. 2. Select **Diagrams**. 3. Click **+ Add Diagram**. 4. Enter a **Diagram Name** (e.g., *Upward Air Corporate*). 5. Click **Save**.
Adding Elements to a Diagram
3
You can place Objectives, Measures, Initiatives, and other Elements directly onto your Diagram for easy navigation.
How to add Elements
4
- Open the Diagram you want to edit. - Click **Edit Diagram**. - Select **Place Element**. - Drag and drop elements (Objectives, Measures, Initiatives, Milestones, Action Items and Risks). - Use **Filter Elements** to search for specific Elements. - Click **Save**.
Editing Shapes and Formatting – Diagram Edit Bar Overview
5
When you select a shape or Element on your Diagram, the **Edit Bar** appears at the top of the canvas. These tools allow you to customize the appearance and behavior of any Diagram object.
6
🎨 **Stroke (Border Color)**\ Choose the border color for the selected shape.\ \ 🎨 **Background (Fill Color)**\ Apply a background color to visually distinguish Diagram components. 🧩 **Fill (Pattern Fill)**\ Add crosshatch or patterned fills—useful in black-and-white printing or when color \ alone isn’t enough. 📏 **Stroke Width**\ Increase or decrease border thickness. 🖊 **Stroke Style**\ Choose solid, dashed, or dotted borders. 🌀 **Sloppiness**\ Apply a sketch-style hand-drawn effect. 📐 **Edges**\ Toggle rounded or sharp corners for shapes. 🔤 **Font Family**\ Select a text style for the Element label. 🔠 **Font Size**\ Adjust the size of Element text. 🔗 **Link Icon**\ Open the linked Element’s Detail Page. 🔒 **Lock / Unlock**\ Lock shapes to prevent accidental edits or unlock them to reposition. 📄 **Duplicate**\ Clone a selected shape for consistent formatting. 🗑 **Delete**\ Remove shapes from the Diagram. ↩️ / ↪️ **Undo / Redo**\ Reverse or reapply the most recent Diagram edits. 🔍 **Zoom Controls**\ Zoom in, zoom out, or reset to 100% when working on large Diagrams.
Duplicating or Deleting a Diagram
7
1. From the left navigation, click **Reports** and open **Diagrams**. 2. Locate the Diagram (e.g., *Upward Air Corporate*). 3. Click the **kebab menu (⋮)** and select **Duplicate Diagram**. 4. Enter a **New Diagram Name** and click **Duplicate**. 5. To delete, click the **kebab menu (⋮)** again and choose **Delete Diagram**. 6. Confirm deletion.
Summarize Your Results – Managing Diagrams
This article explains how to create, customize, and manage Diagrams in ClearPoint Next.
Fernando Montenegro
7 steps
2 minutes
Clearpointstrategy
1
Diagrams provide a visual way to communicate your strategy, illustrate alignment, and help users quickly navigate to key Elements across your Scorecards.
Creating a New Diagram
2
1. From the left navigation, click **Reports**. 2. Select **Diagrams**. 3. Click **+ Add Diagram**. 4. Enter a **Diagram Name** (e.g., *Upward Air Corporate*). 5. Click **Save**.
Adding Elements to a Diagram
3
You can place Objectives, Measures, Initiatives, and other Elements directly onto your Diagram for easy navigation.
How to add Elements
4
- Open the Diagram you want to edit. - Click **Edit Diagram**. - Select **Place Element**. - Drag and drop elements (Objectives, Measures, Initiatives, Milestones, Action Items and Risks). - Use **Filter Elements** to search for specific Elements. - Click **Save**.
Editing Shapes and Formatting – Diagram Edit Bar Overview
5
When you select a shape or Element on your Diagram, the **Edit Bar** appears at the top of the canvas. These tools allow you to customize the appearance and behavior of any Diagram object.
6
🎨 **Stroke (Border Color)**\ Choose the border color for the selected shape.\ \ 🎨 **Background (Fill Color)**\ Apply a background color to visually distinguish Diagram components. 🧩 **Fill (Pattern Fill)**\ Add crosshatch or patterned fills—useful in black-and-white printing or when color \ alone isn’t enough. 📏 **Stroke Width**\ Increase or decrease border thickness. 🖊 **Stroke Style**\ Choose solid, dashed, or dotted borders. 🌀 **Sloppiness**\ Apply a sketch-style hand-drawn effect. 📐 **Edges**\ Toggle rounded or sharp corners for shapes. 🔤 **Font Family**\ Select a text style for the Element label. 🔠 **Font Size**\ Adjust the size of Element text. 🔗 **Link Icon**\ Open the linked Element’s Detail Page. 🔒 **Lock / Unlock**\ Lock shapes to prevent accidental edits or unlock them to reposition. 📄 **Duplicate**\ Clone a selected shape for consistent formatting. 🗑 **Delete**\ Remove shapes from the Diagram. ↩️ / ↪️ **Undo / Redo**\ Reverse or reapply the most recent Diagram edits. 🔍 **Zoom Controls**\ Zoom in, zoom out, or reset to 100% when working on large Diagrams.
Duplicating or Deleting a Diagram
7
1. From the left navigation, click **Reports** and open **Diagrams**. 2. Locate the Diagram (e.g., *Upward Air Corporate*). 3. Click the **kebab menu (⋮)** and select **Duplicate Diagram**. 4. Enter a **New Diagram Name** and click **Duplicate**. 5. To delete, click the **kebab menu (⋮)** again and choose **Delete Diagram**. 6. Confirm deletion.
