Add and Manage Categories (Perspectives) | Scribe

    Add and Manage Categories (Perspectives)

    • Fernando Montenegro |
    • 0 step |
    • 2 minutes
    Start by logging into ClearPoint Strategy at <https://app.clearpointstrategy.com/#/home>

    Add Categories

    Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Click on **Categories**
    Select **Add Category** from the dropdown menu or click the **Plus icon**\ Under **Category Name**, enter the new Category name, for example, ‘Distribution.’\ Click **Save**

    Sorting Categories

    Organize your Categories by dragging and dropping them in the preferred order\ Click the green checkmark to **Save** your changes

    Linking Categories

    In this example, we are going to Link an Objective, a Measure and an Initiative to the Financial Category
    Select the **Category** you are going to be working with, in this example, ‘Financial’\ Click the **Expand icon** to the right of the **Category**\ Click the **Expand icon** next to **Objective** and drag and drop it in the **Category**\ Repeat the same steps to **Link Measures** and **Initiatives**\ Click the green checkmark to **Save** your changes
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