Action Items are a lifesaver for anyone who uses ClearPoint. They can help you stay on track with your projects, manage your workload effectively, and make sure everything gets done on time.
Adding Action Items from Manage Action Items
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Open Action Items
Click on the Plus icon
Under Name, enter the name of the new Action Item, for example, ‘Export NPS Quarterly report’.
Assign an Owner from the dropdown menu
Set a Start and End Date
Once you are done with your changes, click Save
Reorganize your Action Items by dragging and dropping them in the desired order
Adding Action Items from a Detail Page
Action Items can be added to the Element you are viewing from its Detail Page. This shortcut allows you to automatically create the link between the two Elements when the Action Item is added, saving you the extra step.
This is especially helpful for Action Items, as they are typically used as one-off to-do list items that may be identified during a meeting and associated with a specific Objective, Measure, or Initiative from the Strategic Plan.
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Open Initiatives
Select the Initiative you are going to be working with, in this example, ‘Redesign Employee Satisfaction Survey’.
Double-click on Action Items
Click on Add Action Item
Under Name, enter the name of the new Action Item, for example, ‘Complete NPS Training’.
Assign an Owner from the dropdown menu
Set a Start and End Date
Once you are done with your changes, click Save
Click on the green checkmark to confirm your changes
