Scorecards can contain a variety of element types, including Objectives, Key Results, Initiatives, and Milestones. Managing these elements effectively is essential to tracking your progress and achieving your goals.
You will learn how to Add, Edit, Duplicate, and Delete Elements, as well as how to Reorder them and Change their Reporting Frequency.
Adding an Element
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Click on Objectives
Click on the Plus icon
Under Name, enter the new Objective name, for example, ‘New Objective.’
Select an Owner from the dropdown menu
Click on Save at the bottom right of your screen
Adding multiple elements
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Click on Objectives
Select Add Multiple from the dropdown menu next to the Plus icon
Under Objective Names, enter the new Objective name, for example, ‘Objective 1, Objective 2, Objective 3.’
Select a Scorecard from the dropdown menu
Click on Save
Reordering Elements
By default, Elements are listed in the order they were added to ClearPoint. However, within each Scorecard, you have the ability to control the default order by which Elements are displayed in Summary Reports.
Click on Objectives
Drag and drop the Elements to the appropriate place in the list
Duplicating an Element
In this example, we will use Objectives, but the instructions are the same for each Element Type.
Click on Objectives
Locate the Element you would like to Duplicate
Click the three dots icon next to the Edit Pencil icon
Choose Duplicate Objective
Under New Objective Name, enter the name of the duplicated Objective, ‘Very Low Ticket Prices Central Division.’
Select the Home Scorecard from the dropdown menu
Copy Status and Objective Data will include any assigned color statuses as well as period-specific data and information in the new objective
Copy Links will apply the same linked elements from the original objective to the new objective
Click Duplicate
Deleting an Element
In this example, we will use Objectives, but the instructions are the same for each Element type.
Click on Objectives
Locate the Element you would like to Delete
Click the three dots icon next to the Edit Pencil icon
Choose Delete Objective
Confirm by clicking the Delete button
Deleting Multiple Elements
In this example, we will use Objectives, but the instructions are the same for each Element type.
Click on Objectives
Check the boxes next to the Objectives you would like to Delete
Click the dropdown menu next to the Plus icon
Choose Delete Multiple
Confirm by clicking the Delete button
Changing the Reporting Frequency of an Element
Click on Objectives
Locate the Objective you are going to be working with
Click the Edit Pencil icon
Navigate to the Edit Fields tab
Change the Reporting Frequency using the dropdown menu
Click Save
