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

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 "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**

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**

Select Fields
Owner
Milestone Names
Start Date
//
End Date
//
Owner
Fernando Montenegro

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

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).

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

Name
Tags
Select Tags...
Owner
Select User...
Collaborators
Select User...
Select NoneSelect All
Parent Milestone
Net Promoter Score
Start Date
//
End Date
//
Completed
Description
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Adding sub-milestones from the Edit Milestone window

Clearpointstrategy

Organize Your Strategy - Add and Manage Milestones

Changing a Milestone into a Sub-Milestone

Organize Your Strategy - Add and Manage Milestones

Adding Milestones to an initiative

Adding Milestones inline

Adding Milestones from the Edit Initiative window

Adding multiple Milestones

Creating sub-milestones

Adding Sub-Milestones inline

Adding sub-milestones from the Edit Milestone window