Start by logging into ClearPoint Strategy at <https://app.clearpointstrategy.com/#/home>

Select **Scorecards & Elements** from the Control Panel\
 Choose **Manage Elements**\
 Click on **Objectives**

Click on the **Plus icon**\
 Under **Name**, enter the new Objective name, for example, ‘New Objective.’\
 Select an **Owner** from the dropdown menu\
 Click on **Save** at the bottom right of your screen

Name
Scorecard
Upward Airlines Corporate
Tags
Select Tags...
Owner
Fernando Montenegro
Collaborators
Select User...
Select NoneSelect All
Reporting Frequency
All Periods
Description
Click to activate HTML editor
Switch to old editor
Objective Evaluation
Click to activate HTML editor
Switch to old editor

Select **Add Multiple** from the dropdown menu next to the **Plus icon**\
Under **Objective Names**, enter the new Objective name, for example, ‘Objective 1, Objective 2, Objective 3.’\
Select a **Scorecard** from the dropdown menu\
Click on **Save**

By default, Elements are listed in the order they were added to ClearPoint. However, within each Scorecard, you have the ability to control the default order by which Elements are displayed in Summary Reports.

Click on **Objectives**\
 Drag and drop the **Elements** to the appropriate place in the list

In this example, we will use Objectives, but the instructions are the same for each Element Type.

Click on **Objectives**\
 Locate the **Element** you would like to Duplicate\
 Click the three dots icon next to the **Edit Pencil icon**\
 Choose **Duplicate Objective**

Under **New Objective Name**, enter the name of the duplicated Objective, ‘Very Low Ticket Prices Central Division.’\
Select the **Home Scorecard** from the dropdown menu\
**Copy Status and Objective Data** will include any assigned color statuses as well as period-specific data and information in the new objective\
**Copy Links** will apply the same linked elements from the original objective to the new objective\
Click **Duplicate** 

New Objective Name
Home Scorecard
Upward Airlines Corporate
Copy Status and Objective Data
Copy Links

In this example, we will use Objectives, but the instructions are the same for each Element type.

Click on **Objectives**\
 Locate the Element you would like to **Delete**\
 Click the three dots icon next to the **Edit Pencil icon**\
 Choose **Delete Objective**\
 Confirm by clicking the **Delete button**

Click on **Objectives**\
Check the boxes next to the **Objectives** you would like to **Delete**\
Click the dropdown menu next to the **Plus icon**\
Choose **Delete Multiple**\
Confirm by clicking the **Delete button**

Clearpointstrategy

Organize Your Strategy - Managing Elements

Changing the Reporting Frequency of an Element

Organize Your Strategy - Managing Elements

Adding an Element

Adding multiple elements

Reordering Elements

Duplicating an Element

Deleting an Element

Deleting Multiple Elements