Organize Your Strategy - Add and Manage Milestones | Scribe

    Organize Your Strategy - Add and Manage Milestones

    • Fernando Montenegro |
    • 0 step |
    • 6 minutes
    Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)

    Adding Milestones to an initiative

    Adding Milestones inline

    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’
    Double-click on **Milestones**\ Click on **Add Milestone**\ Under **Name**, enter the name of the new Milestone, for example, ‘Net promoter score’\ Assign an **Owner** from the dropdown menu\ Choose the **Start Date** and **End Date**\ Once you are done with your changes, click **Save**\ Click the green checkmark to confirm your changes

    Adding Milestones from the Edit Initiative window

    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 on the edit **Pencil icon**\ Navigate to the **Milestones tab**\ Click on the **Plus icon**\ Under **Name**, enter the name of the new Milestone, for example, ‘Net promoter score’\ Assign an **Owner** from the dropdown menu\ Choose the **Start Date** and **End Date**\ Once you are done with your changes, click **Save**

    Adding multiple Milestones

    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 on the **edit Pencil icon**\ Navigate to the **Milestones tab**\ Choose **Add Multiple** from the dropdown menu\ Use **Select Fields** to assign an **Owner**\ Enter the names of each **Milestone** on a separate line\ Select the **Start** and **End Date**\ Once you are done, click **Save**
    Keep in mind the content will apply to all the Milestones being added
    Change the **Start** and **End Date** by dragging the **Milestones** to the appropriate dates in the **Milestones Gantt Chart**\ Once you are done click the green checkmark to confirm your changes

    Creating sub-milestones

    Like Milestones, Sub-Milestones need to be completed for the overall project to be complete, they have Start and End Dates, and they are tracked in a Gantt Chart. Once you create an Initiative and add a Milestone, you can create and designate Sub-Milestones. \ \ Milestones can have four levels of parent-child hierarchy (Parent/Child/Grandchild/Great-grandchild).

    Adding Sub-Milestones inline

    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’
    Double-click on **Milestones**\ Click on **Add Milestone**\ Under Name, enter the name of the new Sub-Milestone, for example, ‘Total % of Promoters’\ Select a **Milestone** from the **Parent Milestone** dropdown menu\ Choose the **Start Date** and **End Date**\ Once you are done with your changes, click **Save**\ Click the green checkmark to confirm your changes

    Adding sub-milestones from the Edit Milestone window

    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’
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