Getting Around – Workspaces
Learn how to create and customize Workspaces in ClearPoint.
Fernando Montenegro
22 steps
44 seconds
Clearpointstrategy
1
Workspaces in ClearPoint provide a **personalized hub** for managing and tracking your strategic data. Each Workspace offers a flexible layout where you can add interactive **Pods** — like *My Goals*, *My Scorecard*, or *My Updates* — to focus on what matters most to you. \ Workspaces can be **private**, **shared with specific users**, or **visible to all users** in your account.\ With customizable layouts and color themes, Workspaces help you visualize performance and manage progress more efficiently.
Adding a Workspace
2
1. From the left navigation, click **My ClearPoint**. 2. Select **My Workspace**. 3. Click **+ Add Workspace**. 4. Enter a **Workspace Name** (e.g., *Central Division Workspace*). 5. Select an **Owner** for the Workspace. 6. Click **Save**. 💡 *At least one Workspace with “All Users” access must exist in every account.*
Adding Pods to a Workspace
3
Pods are customizable widgets that display data, tasks, notifications, and other strategic elements.\ \ You can add, resize, or move Pods to tailor your Workspace to your role and daily workflow.
4
1. From the left navigation, click **My ClearPoint**. 2. Open the Workspace you want to customize (e.g., *Central Division Workspace*).
5
1. Click the **Edit Layout** icon.**
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1. Click **Add Card**.
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1. Select a Pod to add (e.g., *My Goals*). 2. Drag and drop the Pod into the desired position on the page. 3. Click **Save**. 💡 *Your layout is saved automatically and instantly updates for all users with access to that Workspace.*
Available Pod Types
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## **My Updates** **Useful for:** Tracking assigned workflow tasks and marking them complete. - Track completion progress for update tasks - Expand workflows and submit updates - Mark tasks as complete directly from the Pod Add it by selecting **My Updates** in the Add Card drawer.
9
## **My Goals** **Useful for:** Monitoring goals you own or follow and updating key results.\ (This section was already present; preserved as-is.) - View, edit, duplicate, or delete goals - Update key results directly from the Pod 💡 Add it by selecting **My Goals** in the Add Card drawer.
10
## **My Scorecard** **Useful for:** Quickly accessing all elements you own and navigating into detail pages. - View the elements you are responsible for - Jump into detail pages with one click 💡 Add it by selecting **My Scorecard** in the Add Card drawer.
11
## **My Notifications** **Useful for:** Staying aware of activity related to your elements and updates. - View and open system notifications - See alerts tied to elements, workflows, or shared reports 💡 Add it by selecting **My Notifications** in the Add Card drawer.
12
## **My Mentions** **Useful for:** Tracking collaboration activity where teammates tag you. - Review mentions from other users - React or mark as read from the Pod 💡 Add it by selecting **My Mentions** in the Add Card drawer.
13
## **My Exports** **Useful for:** Quickly accessing your generated Briefing Books, reports, and page exports. - View recently generated exports - Download files or review export history 💡 Add it by selecting **My Exports** in the Add Card drawer.
14
## **My Favorites** **Useful for:** Bookmarking important elements, scorecards, and reports. - Access your saved Favorites in one place - Navigate quickly to frequently used content 💡 Add it by selecting **My Favorites** in the Add Card drawer.
15
## **Custom Card (Reusable Card)** **Useful for:** Displaying a specific chart or summary report directly inside your Workspace. - Choose a chart or a report to embed - Surface KPIs, dashboards, or visuals without navigating away - Ideal for Workspace-level dashboards 1. Open the Workspace you want to customize 2. Click the **Edit Layout** icon.**
16
1. Click **Add Card**.
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1. Navigate to the **Reusable Cards** tab. 2. Drag and drop the **Custom Card** into the desired position on the page. 3. Click the **kebab menu (⋮)** and select **Edit Card Options**.
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1. Enter a **Pod Title**. 2. Select a type: **Chart** or **Report**. 3. Use the dropdown menus to select: 1. The Scorecard where the chart or report is located. 2. The Element Type, (e.g., Measure) 3. The Element, (e.g., Expenses) 4. The Chart, (e.g., Expenses)
Managing Workspaces
19
Admins and users with permissions can add, edit, duplicate, or delete Workspaces.
20
1. Open the **Workspaces** page. 2. Click the **kebab menu (⋮)** next to a Workspace. 3. Choose one of the following actions: - **Duplicate Workspace** – Create a copy of the Workspace and adjust access. - **Delete Workspace** – Remove the Workspace entirely. 💡 *Admins can view and delete any Workspace, but at least one global (All Users) Workspace must remain in every account.*
Setting a Workspace as Your Homepage
21
You can set any Workspace as your default homepage for faster access when logging in.
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1. Open the Workspace you want to use as your homepage. 2. Click the **kebab menu (⋮)** 3. Click the **Set** **Home** icon. 💡 *Your selected Workspace will load automatically when you sign in to ClearPoint.*
Getting Around – Workspaces
Learn how to create and customize Workspaces in ClearPoint.
Fernando Montenegro
22 steps
44 seconds
Clearpointstrategy
1
Workspaces in ClearPoint provide a **personalized hub** for managing and tracking your strategic data. Each Workspace offers a flexible layout where you can add interactive **Pods** — like *My Goals*, *My Scorecard*, or *My Updates* — to focus on what matters most to you. \ Workspaces can be **private**, **shared with specific users**, or **visible to all users** in your account.\ With customizable layouts and color themes, Workspaces help you visualize performance and manage progress more efficiently.
Adding a Workspace
2
1. From the left navigation, click **My ClearPoint**. 2. Select **My Workspace**. 3. Click **+ Add Workspace**. 4. Enter a **Workspace Name** (e.g., *Central Division Workspace*). 5. Select an **Owner** for the Workspace. 6. Click **Save**. 💡 *At least one Workspace with “All Users” access must exist in every account.*
Adding Pods to a Workspace
3
Pods are customizable widgets that display data, tasks, notifications, and other strategic elements.\ \ You can add, resize, or move Pods to tailor your Workspace to your role and daily workflow.
4
1. From the left navigation, click **My ClearPoint**. 2. Open the Workspace you want to customize (e.g., *Central Division Workspace*).
5
1. Click the **Edit Layout** icon.**
6
1. Click **Add Card**.
7
1. Select a Pod to add (e.g., *My Goals*). 2. Drag and drop the Pod into the desired position on the page. 3. Click **Save**. 💡 *Your layout is saved automatically and instantly updates for all users with access to that Workspace.*
Available Pod Types
8
## **My Updates** **Useful for:** Tracking assigned workflow tasks and marking them complete. - Track completion progress for update tasks - Expand workflows and submit updates - Mark tasks as complete directly from the Pod Add it by selecting **My Updates** in the Add Card drawer.
9
## **My Goals** **Useful for:** Monitoring goals you own or follow and updating key results.\ (This section was already present; preserved as-is.) - View, edit, duplicate, or delete goals - Update key results directly from the Pod 💡 Add it by selecting **My Goals** in the Add Card drawer.
10
## **My Scorecard** **Useful for:** Quickly accessing all elements you own and navigating into detail pages. - View the elements you are responsible for - Jump into detail pages with one click 💡 Add it by selecting **My Scorecard** in the Add Card drawer.
11
## **My Notifications** **Useful for:** Staying aware of activity related to your elements and updates. - View and open system notifications - See alerts tied to elements, workflows, or shared reports 💡 Add it by selecting **My Notifications** in the Add Card drawer.
12
## **My Mentions** **Useful for:** Tracking collaboration activity where teammates tag you. - Review mentions from other users - React or mark as read from the Pod 💡 Add it by selecting **My Mentions** in the Add Card drawer.
13
## **My Exports** **Useful for:** Quickly accessing your generated Briefing Books, reports, and page exports. - View recently generated exports - Download files or review export history 💡 Add it by selecting **My Exports** in the Add Card drawer.
14
## **My Favorites** **Useful for:** Bookmarking important elements, scorecards, and reports. - Access your saved Favorites in one place - Navigate quickly to frequently used content 💡 Add it by selecting **My Favorites** in the Add Card drawer.
15
## **Custom Card (Reusable Card)** **Useful for:** Displaying a specific chart or summary report directly inside your Workspace. - Choose a chart or a report to embed - Surface KPIs, dashboards, or visuals without navigating away - Ideal for Workspace-level dashboards 1. Open the Workspace you want to customize 2. Click the **Edit Layout** icon.**
16
1. Click **Add Card**.
17
1. Navigate to the **Reusable Cards** tab. 2. Drag and drop the **Custom Card** into the desired position on the page. 3. Click the **kebab menu (⋮)** and select **Edit Card Options**.
18
1. Enter a **Pod Title**. 2. Select a type: **Chart** or **Report**. 3. Use the dropdown menus to select: 1. The Scorecard where the chart or report is located. 2. The Element Type, (e.g., Measure) 3. The Element, (e.g., Expenses) 4. The Chart, (e.g., Expenses)
Managing Workspaces
19
Admins and users with permissions can add, edit, duplicate, or delete Workspaces.
20
1. Open the **Workspaces** page. 2. Click the **kebab menu (⋮)** next to a Workspace. 3. Choose one of the following actions: - **Duplicate Workspace** – Create a copy of the Workspace and adjust access. - **Delete Workspace** – Remove the Workspace entirely. 💡 *Admins can view and delete any Workspace, but at least one global (All Users) Workspace must remain in every account.*
Setting a Workspace as Your Homepage
21
You can set any Workspace as your default homepage for faster access when logging in.
22
1. Open the Workspace you want to use as your homepage. 2. Click the **kebab menu (⋮)** 3. Click the **Set** **Home** icon. 💡 *Your selected Workspace will load automatically when you sign in to ClearPoint.*
