Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)

In the Goals tab, you can sort Goals in different ways.

- Select **Goals** from the Control Panel
- Under **Goals**, you will be able to sort by
  - **By Individual**, filters OKRs by the individual who is assigned that goal.
  - **By Manager**, to sort goals by the manager.
  - **By Department**, to sort by Department.
  - **By Scorecard**, to filter by Scorecard that the goal is linked to.

- Select **Goals** from the Control Panel
- Choose **By Individual**
- Click on the **dropdown menu** at the top right-hand side of your screen
- Select **Add Goal**

- Under **Name**, enter the new Goal name, for example, ‘Increase customer satisfaction by 15% by EOY.’
- Select an **Owner** from the dropdown menu
- Select the respective **Manager**
- Use the dropdown menu to **Select Period**
- You can set the level of **Visibility**

- Navigate to the **Key Results tab**
- Click on the **Plus icon**
- Under **Key Result Name**, enter the new Goal name, for example, ‘Achieve an average CSAT score of 85% month over month.’
- Select the **Data Type**
- Set a **Start** point and **Target**

- Navigate to the **Links tab**
- Click the **Link Tag** icon to create a new link

- Select the **Scorecard**
- Choose the **Link Type**
- **Mark the checkbox** next to the element you wish to create a link
- Click **Save** to save your selection
- Once you are done with your changes, click **Save**

Click the "Customer Experience Survey" field.

- Select **ClearPoint AI** from the Control Panel
- Click on **AI Assistants**
- In this example, we are going to create an **Individual Goal**
  - If this is the first time you are using the AI Assistant, you will be prompted to **Accept the Terms and Conditions**

- Use the dropdown menu to select
  - What kind of Goals are we creating?
  - Who are we creating Goals for?
  - What’s the reporting period?
- Click on **Start AI Assistant**

- You will be prompted to answer a series of questions that will help the **AI Assistant** to generate the Goal.
- Once you feel comfortable with the Goals established, click **Add Goals to ClearPoint**
- Confirm you wish to create the Goal by clicking the **Add button**

Cascade to individuals with OKRs - Adding Goals (OKRs)

Navigating the Goals Tab

Manually adding an OKR

Adding an OKR with AI