Start by logging into ClearPoint Strategy at <https://app.clearpointstrategy.com/#/home>

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**

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

Categories
Distribution
Financial
Customer
Internal Processes
Learning & Growth

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

New Objective
Project Status Count
Construct new airplane seats (Data & Charts)
Increase Shareholder Value (Automatic Eval)
Revenue
Expenses
Net Profit

Project Status Count
Construct new airplane seats (Data & Charts)

Add and Manage Categories (Perspectives)

Add Categories

Sorting Categories

Linking Categories