Getting Started Guide - Element Detail Pages
Fernando Montenegro
19 steps
3 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
How to manage Element Detail Pages in ClearPoint
2
Each Element created in ClearPoint has a details page associated with it.
3
From your Control Panel click on Elements Select Objectives Choose the Objective you are going to be working with Click on Analysis, Recommendations, Measures
4
Once you are on the Detail page you can view key attributes and information specific to that Element including, Status indicators to quickly view progress, owners and collaborators that may be responsible for updating or reporting on the element, analysis and recommendations fields to share qualitative insights and any elements that are linked to the element you are viewing.
Element types
5
Each element type serves a different purpose and with that there are some unique default fields associated with each element that can be included on the details page.
6
For Initiatives, the Element used for project management addition fields include Start and End Date, Percent Completed, a Completed checkbox, Milestones and a Gantt Chart.
7
From your Control Panel select Elements Select Initiatives Choose the Initiative you are going to be working with
8
With Measures you can track quantitative data in the measure data table which can be visualized in a customizable chart.
9
From your Control Panel select Elements Select Measures Choose the Initiative you are going to be working with
Detail page layout
10
The detail page layout can be changed by users with Editor permissions and above.
11
Click on the dropdown arrow next to the Pencil icon Select Edit Layout
12
All the default field options for each element are available to be included and rearranged within the detail page layout, in addition to the default fields available for each element, Admin users can create an infinite number of custom fields. Custom fields allow you to customize the name and function of a field, there are many options including text, date, yes or no checkbox, pick list and user field types. Once created these fields will also be available as options to include in the Elements detail page.
13
You will find the Custom Fields at the bottom
Pod styles
14
Admin users can create custom pod styles to add some color and branding to the fields displayed. Styles are first designed in Admin options and can then be applied to pods while editing the layout. We cover how to build them in another article.
15
Click on the Edit pencil icon in one of the Elements Select a Custom Pod style from the dropdown menu
Editing an element
16
You can edit any of the fields by double-clicking on it, once you have made your changes an orange save bar will appear at the top of your screen, always be sure to save your changes before moving to another page or exiting ClearPoint.
17
Double click on an Element Edit as convenient Click Save
Exporting out of ClearPoint
18
Detail pages can be helpful for checking in on progress and getting all the important details and getting all details for one specific element. If you want to share the detail page information outside of ClearPoint you can export each page to PDF or directly email the export to another user.
19
Click on the dropdown arrow next to the Pencil icon Select Export to PDF, Export to Excel or Email page
Getting Started Guide - Element Detail Pages
Fernando Montenegro
19 steps
3 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
How to manage Element Detail Pages in ClearPoint
2
Each Element created in ClearPoint has a details page associated with it.
3
From your Control Panel click on Elements Select Objectives Choose the Objective you are going to be working with Click on Analysis, Recommendations, Measures
4
Once you are on the Detail page you can view key attributes and information specific to that Element including, Status indicators to quickly view progress, owners and collaborators that may be responsible for updating or reporting on the element, analysis and recommendations fields to share qualitative insights and any elements that are linked to the element you are viewing.
Element types
5
Each element type serves a different purpose and with that there are some unique default fields associated with each element that can be included on the details page.
6
For Initiatives, the Element used for project management addition fields include Start and End Date, Percent Completed, a Completed checkbox, Milestones and a Gantt Chart.
7
From your Control Panel select Elements Select Initiatives Choose the Initiative you are going to be working with
8
With Measures you can track quantitative data in the measure data table which can be visualized in a customizable chart.
9
From your Control Panel select Elements Select Measures Choose the Initiative you are going to be working with
Detail page layout
10
The detail page layout can be changed by users with Editor permissions and above.
11
Click on the dropdown arrow next to the Pencil icon Select Edit Layout
12
All the default field options for each element are available to be included and rearranged within the detail page layout, in addition to the default fields available for each element, Admin users can create an infinite number of custom fields. Custom fields allow you to customize the name and function of a field, there are many options including text, date, yes or no checkbox, pick list and user field types. Once created these fields will also be available as options to include in the Elements detail page.
13
You will find the Custom Fields at the bottom
Pod styles
14
Admin users can create custom pod styles to add some color and branding to the fields displayed. Styles are first designed in Admin options and can then be applied to pods while editing the layout. We cover how to build them in another article.
15
Click on the Edit pencil icon in one of the Elements Select a Custom Pod style from the dropdown menu
Editing an element
16
You can edit any of the fields by double-clicking on it, once you have made your changes an orange save bar will appear at the top of your screen, always be sure to save your changes before moving to another page or exiting ClearPoint.
17
Double click on an Element Edit as convenient Click Save
Exporting out of ClearPoint
18
Detail pages can be helpful for checking in on progress and getting all the important details and getting all details for one specific element. If you want to share the detail page information outside of ClearPoint you can export each page to PDF or directly email the export to another user.
19
Click on the dropdown arrow next to the Pencil icon Select Export to PDF, Export to Excel or Email page
