Organize Your Strategy – Managing Objectives
This article explains how to add, edit, bulk edit, and manage Objectives within ClearPoint.
Fernando Montenegro
10 steps
20 seconds
Clearpointstrategy
1
Objectives in ClearPoint are long-term goals that help your organization or team track progress toward your strategic plan. They serve as key milestones that guide your overall success.
Adding an Objective
2
1. From the left navigation, click **Elements**. 2. Select **Objectives**. 3. Click **+ Add Objective**. 4. Enter a **Name** for your Objective (e.g., *Increase customer satisfaction by 15%*). 5. Select an **Owner** from the dropdown menu. 6. Click **Save**.
Editing an Objective
3
Locate the Objective you want to edit.
4
1. Click the kebab menu (⋮) and select **Edit Element**. 2. Use the tabs in the right-hand drawer to make your updates: - **Update Fields** – Apply changes for the current reporting period (e.g., status or commentary). - **Edit Fields** – Update information that remains consistent across all periods (e.g., name, owner, frequency, or description). - **Links** – Manage elements connected to your Objective. - **Notifications** – Adjust who receives updates or alerts. 3. Click **Save** when finished.
5
💡 *Use “Update Fields” for period-based updates and “Edit Fields” for permanent Objective details.*
Editing an Objective on a Detail Page
6
1. Open the **Objective Detail Page**. 2. Click the kebab menu (⋮) and select **Edit Element**.
7
1. Make any necessary changes under the **Edit Fields** tab. 2. Click **Save**. 💡 *Edits made from a detail page update the Objective instantly across all linked reports.*
Bulk Editing Objectives
8
1. Check the boxes beside each Objective you want to update. 2. Select **Edit Objectives**. 3. Use the **Select Field** dropdown to choose an element to edit. 4. Click **Save** when finished. 💡 *Bulk editing is ideal for updating ownership, frequency, or status across multiple Objectives at once.*
Managing Linked Elements
9
1. From the Objective edit drawer, navigate to the **Links** tab. 2. Click **Link Element**. 3. Add or remove linked elements (e.g., Initiatives, Key Results, or Measures). 4. Click **Save**. 💡 *Linking related elements helps visualize dependencies and alignment within your strategic plan.*
Managing Notifications
10
1. From the Objective edit drawer, open the **Notifications** tab. 2. Update preferences for when and how users are notified of Objective updates. 3. Click **Save**. 💡 *Use this tab to ensure stakeholders receive timely alerts for key Objective changes.*
Organize Your Strategy – Managing Objectives
This article explains how to add, edit, bulk edit, and manage Objectives within ClearPoint.
Fernando Montenegro
10 steps
20 seconds
Clearpointstrategy
1
Objectives in ClearPoint are long-term goals that help your organization or team track progress toward your strategic plan. They serve as key milestones that guide your overall success.
Adding an Objective
2
1. From the left navigation, click **Elements**. 2. Select **Objectives**. 3. Click **+ Add Objective**. 4. Enter a **Name** for your Objective (e.g., *Increase customer satisfaction by 15%*). 5. Select an **Owner** from the dropdown menu. 6. Click **Save**.
Editing an Objective
3
Locate the Objective you want to edit.
4
1. Click the kebab menu (⋮) and select **Edit Element**. 2. Use the tabs in the right-hand drawer to make your updates: - **Update Fields** – Apply changes for the current reporting period (e.g., status or commentary). - **Edit Fields** – Update information that remains consistent across all periods (e.g., name, owner, frequency, or description). - **Links** – Manage elements connected to your Objective. - **Notifications** – Adjust who receives updates or alerts. 3. Click **Save** when finished.
5
💡 *Use “Update Fields” for period-based updates and “Edit Fields” for permanent Objective details.*
Editing an Objective on a Detail Page
6
1. Open the **Objective Detail Page**. 2. Click the kebab menu (⋮) and select **Edit Element**.
7
1. Make any necessary changes under the **Edit Fields** tab. 2. Click **Save**. 💡 *Edits made from a detail page update the Objective instantly across all linked reports.*
Bulk Editing Objectives
8
1. Check the boxes beside each Objective you want to update. 2. Select **Edit Objectives**. 3. Use the **Select Field** dropdown to choose an element to edit. 4. Click **Save** when finished. 💡 *Bulk editing is ideal for updating ownership, frequency, or status across multiple Objectives at once.*
Managing Linked Elements
9
1. From the Objective edit drawer, navigate to the **Links** tab. 2. Click **Link Element**. 3. Add or remove linked elements (e.g., Initiatives, Key Results, or Measures). 4. Click **Save**. 💡 *Linking related elements helps visualize dependencies and alignment within your strategic plan.*
Managing Notifications
10
1. From the Objective edit drawer, open the **Notifications** tab. 2. Update preferences for when and how users are notified of Objective updates. 3. Click **Save**. 💡 *Use this tab to ensure stakeholders receive timely alerts for key Objective changes.*
