Organize Your Strategy – Add and Manage Action Items
This article explains how to add, edit, link, reorder, and track Action Items in ClearPoint.
Fernando Montenegro
15 steps
30 seconds
Clearpointstrategy
1
Action Items help you stay organized, manage your workload effectively, and keep projects on track.\ They’re typically short-term tasks linked to Objectives, Measures, or Initiatives—ensuring that every strategic goal has clear, actionable next steps.
Adding Action Items from the Manage Elements Page
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1. From the left navigation, click **Elements**. 2. Select **Action Items**. 3. Click **+ Add Action Item**. 4. Enter a **Name** (e.g., *Export NPS Quarterly Report*). 5. Assign an **Owner** from the dropdown menu. 6. Set a **Start Date** and **End Date**. 7. Click **Save.**
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💡 *Action Items can be added to any Scorecard where you have permission. Once created, they appear instantly across your Scorecards and linked reports.*
Adding Action Items from a Detail Page
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Adding Action Items directly from a Detail Page automatically links them to the element you’re viewing—perfect for quick, meeting-based to-do tracking.
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1. From the left navigation, click **Elements**. 2. Select the element type (e.g., **Initiatives**). 3. Open the element you want to work with (e.g., *Redesign Employee Satisfaction Survey*).
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1. Click the kebab menu (⋮) and select **Edit Element**.
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1. Navigate to the **Links** tab. 2. Click on the **Add & Link** dropdown and select **Action Items**. 3. Click the **Plus icon**. 4. Enter a **Name** (e.g., *Complete NPS Training*). 5. Assign an **Owner**. 6. Set a **Start Date** and **End Date**. 7. Click **Save**.
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📚 Learn how to add elements to the Detail Page layout—like the Action Item you just created.\ See our article [**Element Detail Pages**](https://next-support.clearpointstrategy.com/en/articles/12218439-getting-started-guide-element-detail-pages#h_70f5eae647) under *Detail Page Layout.* 💡 *When added from a Detail Page, the Action Item is automatically linked to that Objective, Measure, or Initiative.*
Editing an Action Item
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1. Click the kebab menu (⋮) and select **Edit Element**.
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1. Use the tabs in the right-hand drawer to make your changes: - **Edit Fields** – Edit permanent fields (e.g., *Name, Owner, Tags, Start and End Date*). - **Update Fields** – Modify details for the current reporting period (e.g., *Status* and *Comments*). - **Links** – View or manage connections to other elements like Objectives, Measures, or Initiatives. - **Notifications** – Adjust alert preferences for when changes occur. 2. Click **Save**.
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💡 *Use Update Fields for progress updates each period and Edit Fields for ongoing task details.*
Bulk Editing Action Items
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1. Check the boxes beside the Action Items you want to update. 2. Click **Edit Multiple** from the toolbar. 3. Select the fields to update and apply your changes. 4. Click **Save**. 💡 *Bulk editing lets you quickly update owners, due dates, or statuses for multiple Action Items at once.*
Linking Action Items to Other Elements
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1. Navigate to the **Links** tab. 2. Click **Link Element**. 3. Select the element type (e.g., *Objective*, *Measure*, *Initiative*). 4. Choose the specific element you want to link. 5. Click **Save**. 💡 *Linked Action Items appear automatically on the associated element’s detail page, ensuring transparency and accountability across your strategy.*
Tracking and Completing Action Items
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1. Navigate to the **Update Fields** tab. 2. Update **Status** and **Comments**. 3. Click **Save**. 💡 *Statuses such as “In Progress” or “Completed” automatically roll up to reports and dashboards, helping teams monitor progress at a glance.*
Deleting or Duplicating an Action Item
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1. From the **Manage Elements** page 2. Click the **kebab menu (⋮)** next to the Action Item. 3. Choose **Delete** or **Duplicate**. 4. Follow the on screen instructions depending on what you selected. ⚠️ *Deleting an Action Item permanently removes it from your account and any linked elements or reports.*
Organize Your Strategy – Add and Manage Action Items
This article explains how to add, edit, link, reorder, and track Action Items in ClearPoint.
Fernando Montenegro
15 steps
30 seconds
Clearpointstrategy
1
Action Items help you stay organized, manage your workload effectively, and keep projects on track.\ They’re typically short-term tasks linked to Objectives, Measures, or Initiatives—ensuring that every strategic goal has clear, actionable next steps.
Adding Action Items from the Manage Elements Page
2
1. From the left navigation, click **Elements**. 2. Select **Action Items**. 3. Click **+ Add Action Item**. 4. Enter a **Name** (e.g., *Export NPS Quarterly Report*). 5. Assign an **Owner** from the dropdown menu. 6. Set a **Start Date** and **End Date**. 7. Click **Save.**
3
💡 *Action Items can be added to any Scorecard where you have permission. Once created, they appear instantly across your Scorecards and linked reports.*
Adding Action Items from a Detail Page
4
Adding Action Items directly from a Detail Page automatically links them to the element you’re viewing—perfect for quick, meeting-based to-do tracking.
5
1. From the left navigation, click **Elements**. 2. Select the element type (e.g., **Initiatives**). 3. Open the element you want to work with (e.g., *Redesign Employee Satisfaction Survey*).
6
1. Click the kebab menu (⋮) and select **Edit Element**.
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1. Navigate to the **Links** tab. 2. Click on the **Add & Link** dropdown and select **Action Items**. 3. Click the **Plus icon**. 4. Enter a **Name** (e.g., *Complete NPS Training*). 5. Assign an **Owner**. 6. Set a **Start Date** and **End Date**. 7. Click **Save**.
8
📚 Learn how to add elements to the Detail Page layout—like the Action Item you just created.\ See our article [**Element Detail Pages**](https://next-support.clearpointstrategy.com/en/articles/12218439-getting-started-guide-element-detail-pages#h_70f5eae647) under *Detail Page Layout.* 💡 *When added from a Detail Page, the Action Item is automatically linked to that Objective, Measure, or Initiative.*
Editing an Action Item
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1. Click the kebab menu (⋮) and select **Edit Element**.
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1. Use the tabs in the right-hand drawer to make your changes: - **Edit Fields** – Edit permanent fields (e.g., *Name, Owner, Tags, Start and End Date*). - **Update Fields** – Modify details for the current reporting period (e.g., *Status* and *Comments*). - **Links** – View or manage connections to other elements like Objectives, Measures, or Initiatives. - **Notifications** – Adjust alert preferences for when changes occur. 2. Click **Save**.
11
💡 *Use Update Fields for progress updates each period and Edit Fields for ongoing task details.*
Bulk Editing Action Items
12
1. Check the boxes beside the Action Items you want to update. 2. Click **Edit Multiple** from the toolbar. 3. Select the fields to update and apply your changes. 4. Click **Save**. 💡 *Bulk editing lets you quickly update owners, due dates, or statuses for multiple Action Items at once.*
Linking Action Items to Other Elements
13
1. Navigate to the **Links** tab. 2. Click **Link Element**. 3. Select the element type (e.g., *Objective*, *Measure*, *Initiative*). 4. Choose the specific element you want to link. 5. Click **Save**. 💡 *Linked Action Items appear automatically on the associated element’s detail page, ensuring transparency and accountability across your strategy.*
Tracking and Completing Action Items
14
1. Navigate to the **Update Fields** tab. 2. Update **Status** and **Comments**. 3. Click **Save**. 💡 *Statuses such as “In Progress” or “Completed” automatically roll up to reports and dashboards, helping teams monitor progress at a glance.*
Deleting or Duplicating an Action Item
15
1. From the **Manage Elements** page 2. Click the **kebab menu (⋮)** next to the Action Item. 3. Choose **Delete** or **Duplicate**. 4. Follow the on screen instructions depending on what you selected. ⚠️ *Deleting an Action Item permanently removes it from your account and any linked elements or reports.*
