Each Element created in ClearPoint has a detail page associated with it. Once on the detail page, you can view key attributes and information specific to that element.
How to manage Element Detail Pages in ClearPoint
Each Element created in ClearPoint has a details page associated with it.
From your Control Panel click on Elements
Select Objectives
Choose the Objective you are going to be working with
Once you are on the Detail page you can view key attributes and information specific to that Element including, Status indicators to quickly view progress, owners and collaborators that may be responsible for updating or reporting on the element, analysis and recommendations fields to share qualitative insights and any elements that are linked to the element you are viewing.
Element types
Each element type serves a different purpose and with that, there are some unique default fields associated with each element that can be included on the details page.
For Initiatives, an Element commonly used for project management additional fields include Start and End Date, Percent Completed, a Completed checkbox, Milestones, and a Gantt Chart.
From your Control Panel select Elements
Select Initiatives
Choose the Initiative you are going to be working with
With Measures, you can track quantitative data in the measure data table which can be visualized in a customizable chart.
From your Control Panel select Elements
Select Measures
Choose the Initiative you are going to be working with
Detail page layout
Users with Editor permissions and above have the ability to modify the layout of the detail page.
Click on the dropdown arrow next to the Pencil icon
Select Edit Layout
All the default field options for each element are available to be included and rearranged within the detail page layout, in addition to the default fields available for each element, Admin users can create an infinite number of custom fields.
Custom fields allow you to customize the name and function of a field, there are many options including text, date, yes or no checkbox, pick list, and user field types.
Once created these fields will also be available as options to include in the Elements detail page.
You will find the Custom Fields at the bottom.
Pod styles
Admin users can create custom pod styles to add some color and branding to the fields displayed. Styles are first designed in Admin options and can then be applied to pods while editing the layout.
We cover how to build them in this article, under Custom Styles.
Click on the Edit pencil icon in one of the Elements
Select a Custom Pod style from the dropdown menu
Editing an element
You can edit any of the fields by double-clicking on it, once you have made your changes an orange save bar will appear at the top of your screen, always be sure to save your changes before moving to another page or exiting ClearPoint.
Double-click on an Element
Edit as convenient
Click Save
Exporting out of ClearPoint
Detail pages can help check in on progress getting all the important details and getting all details for one specific element. If you want to share the detail page information outside of ClearPoint you can export each page to PDF or directly email the export to another user.
Click on the dropdown arrow next to the Pencil icon
Select Export to PDF, Export to Excel, or Email page
