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

Many organizations use different terminology for Elements of their strategic or business plans, so this is one of the first places you should customize.

Click on System Settings\
Open System Setup\
Select Menu & Element Names from Standard Features

Click on the Edit Pencil icon next to the Element you would like to change\
Assing a Custom name\
You can also Hide it in case it’s not being used\
Click Save

ClearPoint Elements come with a set of Default Fields like Owner, Analysis, or Recommendations, which can be renamed to match your organization’s terminology.

Depending on the Element type there will be different Default Fields available which can also be changed, for example, Initiatives come with Start and End Date Default Fields to help with Project Management.

If Additional Fields are necessary outside of the Default Field options then you want to leverage ClearPoint’s Custom Fields. Custom Fields can take on many forms, from HTML text to Percentage.

Click on System Settings\
Open System Setup\
Select Default Fields from Standard Features

Navigate to Initiative\
Under Custom Label, enter the name you’d like to use, for example, ‘Due Date.’\
Click Save

Select Custom Fields from Standard Features\
Navigate to Measures\
Click on the Plus icon\
Under Custom Field name, enter the name of the new Custom Field, for example, ‘Description.’\
Choose a Field type from the dropdown menu, for example, HTML Text.\
Click Save

Custom Field Name
Element Type
Field Type
HTML Text
Update Mode
Scorecards
Select Scorecard...

ClearPoint comes with four default status indicators, Above Target (Green), Caution (Yellow), Below Plan (Red), and No information (Blue). You can use custom Status Indicators if your organization is more comfortable with another Status Indicator.

Create a Custom Status Indicator, for example, a Checkbox to represent a Complete Status.

Select Status Indicators from Standard Features\
Click on the Plus Icon\
Under Status Name, enter the name of the new Status Indicator, for example, ‘Completed.’

Mark the box next to Use Custom Status Indicator to upload a custom icon\
Navigate to the Elements tab\
Enable the newly created Custom Status for Initiatives and Milestones\
Users will be able to set the Status as Completed when evaluating these Elements\
Click Save

Click the "Use Custom Status Indicator" field.

ClearPoint makes it easy to match your organization's branding and color using Custom Styles. 

Pod, Table, Header, Footer, and Account Styles allow you to dictate the color scheme inside your account to match your organization's brand guidelines, making ClearPoint feel like your own.

Getting Started Guide - Administrator Options

Menu & Element Names

Default and Custom Fields

Status Indicators

Custom Styles