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

Editing an Initiative in the ‘Manage Initiatives’ section

Select **Scorecards & Elements** from the Control Panel\
Choose **Manage Elements**\
Click on **Initiatives**\
Locate the Initiative you are going to be working with, in this example, ‘Add New Website’\
Click the **Edit Pencil icon**

Navigate to the **Update Fields tab**\
Examples of information that can be updated are Status, Percent Complete, Analysis, and Recommendations.

Navigate to the **Edit Fields tab**\
Examples of information that can be edited are Name, Owner, Reporting Frequency, and Dependencies.

Navigate to the **Milestones tab**, Milestones can be added, edited, or deleted. Find out more about Milestones (PENDING LINK TO MILESTONES ARTICLE)

Navigate to the **Links tab**, Initiatives can be linked to other Elements in ClearPoint. (PENDING LINKING ELEMENTS ARTICLE) 

Navigate to the **Notifications tab**\
Update your Notifications preferences accordingly, you can choose to receive notifications for Any Change, Any Edit or Any Update.

Select **Scorecards & Elements** from the Control Panel\
Choose **Manage Elements**\
Click on **Initiatives**\
Locate the Initiative you are going to be working with, in this example, ‘Redesign Employee Satisfaction Survey’\
Click the **Edit Pencil icon**\
From here you can access **Update Fields**, **Edit Fields**, **Milestones**, **Links** and **Notifications**, please see above for more in-depth information.

Select **Scorecards & Elements** from the Control Panel\
Choose **Manage Elements**\
Click on **Initiatives**\
Mark the checkbox next to the Initiatives you are going to be working with\
Select **Edit Multiple** from the dropdown menu

**Initiatives To Update** shows all of the **Initiatives** you will be making changes to\
Navigate to the **Update Fields**, changes can be made for the reporting period you are currently viewing.\
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Navigate to the **Edit Fields**, changes can be made to the Initiatives that will be the same no matter what period the user is logged into.\
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Select the fields you want to change from the **Select Fields menu**\
Choose the value you want to apply to each field\
Once you are done, click **Save**

Please note that these changes, once saved, will be reflected on all of the Initiatives that were selected.

Getting Around - Add and Manage Initiatives (Projects)

Manage Initiatives

Editing an Initiative in the ‘Manage Initiatives’ section

Editing an Initiative on a Detail Page

Bulk editing initiatives