Organize Your Strategy – Add and Manage Initiatives (Projects)

This article explains how to add, edit, and bulk edit Initiatives using ClearPoint’s Manage Elements page and detail view.

Fernando Montenegro
12 steps
24 seconds

Clearpointstrategy

Initiatives—often referred to as *projects*—help your organization plan, track, and manage the key actions driving your strategic objectives forward.

Adding an Initiative

1. From the left navigation, click **Elements**. 2. Select **Initiatives**. 3. Click **+ Add Initiative**. 4. Enter a **Name** (e.g., *Add New Website*). 5. Select an **Owner** from the dropdown menu. 6. Set a **Start Date** and **End Date**. 7. Click **Save**.

💡 *Initiatives can be added to any Scorecard where you have permission. Once created, they appear instantly in your Scorecard and linked reports.*

Editing an Initiative

1. From the left navigation, click **Elements**. 2. Select **Initiatives**. 3. Click the kebab menu (⋮) and select **Edit Initiative**.

1. Use the tabs in the right-hand drawer to manage your Initiative: - **Update Fields** – Make changes specific to the current reporting period (e.g., *Status*, *Percent Complete*, *Analysis*, *Recommendations*). - **Edit Fields** – Update static details such as *Name*, *Owner*, *Reporting Frequency*, or *Dependencies*. - **Milestones** – Add, edit, or delete milestones linked to the Initiative. - **Links** – Manage relationships with other elements (e.g., Objectives, Measures, Key Results). - **Notifications** – Adjust notification settings for any change, edit, or update. 2. Click **Save**.

💡 *Use Update Fields for period-based reporting and Edit Fields for long-term Initiative details.*

Editing an Initiative on a Detail Page

1. From the left navigation, click **Elements**. 2. Select **Initiatives**. 3. Open the Initiative you want to work with.

1. Click the kebab menu (⋮) and select **Edit Element**.

1. Navigate between tabs (Update Fields, Edit Fields, Milestones, Links, Notifications) as needed. 2. Click **Save** when finished.

💡 *Edits made from a detail page are reflected immediately across linked reports and dashboards.*

Managing Milestones

1. From the **Initiative Edit Drawer**, navigate to the **Milestones** tab. 2. Click **+ Add Milestone** to add new milestones. 3. Enter milestone details such as *Name*, Owner and *Due Date*. 4. Click **Save**. 💡 *Milestones help track project deliverables and can be updated directly from the Initiative’s Milestones tab or through the **Manage Milestones** page.*

Bulk Editing Initiatives

1. Check the boxes next to the Initiatives you want to update. 2. Select **Edit Multiple** from the toolbar. 3. Choose which fields to update and apply new values. 4. Click **Save** when finished. 💡 *Bulk editing saves time by allowing you to apply ownership, frequency, or progress updates to multiple Initiatives simultaneously.*