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ClearPoint Setup - Setting Default Page Layouts
ClearPoint Setup - Setting Default Page Layouts

This article explains how to set up default page layouts for newly created elements in ClearPoint.

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Written by Fernando Montenegro
Updated over a week ago

To ensure a consistent layout for newly created elements like objectives, measures, initiatives, milestones, action items, and risks, you should select an existing element's detail page that you want to use as a template for the default layout. This will ensure that the default layout is in line with your preferred presentation style.


Default Page Layout

You can set a default layout for objectives, measures, initiatives, milestones, action items, and risks. The layout will be based on a pre-existing page in ClearPoint. If no default page layout is set, the layout will match the most recently updated or edited element of that type.

  • From the Control Panel click on System Settings

  • Select System Setup

  • Click on Report Options under Standard Features

  • Navigate to the Default Layouts tab

  • Mark the checkbox next to the element you want to set the default layout for

  • Select the Scorecard from the dropdown menu

  • Select the element Detail Page you would like to set as the default layout

  • Once you are done with your changes, click Save

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