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 **Objectives**

Select **Add Objective** from the dropdown menu or click the **Plus icon**\
Under **Name**, enter the new Objective name, for example, ‘Increase customer satisfaction by 15%.’\
Choose an **Owner** from the dropdown menu\
Click **Save**

Editing an Objective from the ‘Manage Elements’ page

Select the **Objective** you are going to be working with\
Click on the **Edit Pencil icon**\
Navigate to the **Update Fields tab**\
Update accordingly\
Click **Save**\
\
Updates are changes that apply to a particular period.

Navigate to the **Edit Fields tab**\
Examples of information that can be edited could be an Objective name, Reporting Frequency, Owner, or Description.\
\
Edits are changes that will stay the same regardless of what period the user is in.

Navigate to the **Links tab**\
Here you can manage the elements that are linked to your Objective

Navigate to the **Notifications tab**\
Update your **Notification** preferences accordingly

Select the **Objective** you are going to be working with\
Click on the **Edit Pencil icon**\
Navigate to the **Edit Fields tab**\
**Edit** accordingly\
Click **Save**

Select **Objectives**\
Mark the checkboxes next to the **Objectives** you want to **Edit**\
Select **Edit Multiple** from the dropdown menu\
The **Objectives tab** shows all of the **Objectives** you will be making changes to\
Navigate to the **Update Fields** and **Edit Fields** to perform your changes accordingly

In the **Edit Fields section**, changes can be made to the objectives that will be the same no matter what period the user is logged into.

In the **Update Fields section**, changes can be made for a particular period.

Organize Your Strategy - Managing Objectives

Adding an Objective

Editing an Objective from the ‘Manage Elements’ page

Editing an Objective on a detail page

Bulk editing Objectives