ClearPoint Strategy is excited to introduce the enhanced Workspace feature, providing users with a flexible, interactive, and comprehensive view to streamline strategic data management. Workspaces act as a central hub, seamlessly integrating into your workflow within ClearPoint Strategy. This empowers you to effortlessly manage, monitor, and act on all your strategic data. With customizable layouts and intuitive organization, ClearPoint Workspaces deliver a clear overview without sacrificing efficiency. This personalized and integrated experience is tailored to your preferences and roles, ensuring a more efficient and engaging user experience.
Add a Workspace
In this example, we are going to add a Workspace.
From the Control Panel click on My ClearPoint
Select My Workspace
Click the dropdown menu next to the Plus icon
Choose Manage Workspaces
Click the Plus icon to add a Workspace
Under Name, enter the name of the new Workspace, in this example, ‘Central Division Workspace’.
Choose the level of access under Manage Access
Private means the Workspace can only be seen by the user who is creating it
All Users means anyone in ClearPoint can see the Workspace
At least 1 Workspace with All Users access must exist in your account.
Select Users allows you to create a Workspace that is accessible to a specific set of users.
Once you are done with your changes, click Save
You will find the newly created Workspace right under Workspaces
Add a Pod to a Workspace
You can customize a Workspace by deciding which Pods to include, allowing you to focus on what’s important to you.
Capabilities within each Pod:
My Updates:
Summary graphic of task completion progress.
Expand workflows, view tasks, mark them as complete, and edit tasks.
My Goals:
Summary graphics of total goals and key results.
Edit, duplicate, delete goals, and update key results.
My Scorecard:
View all elements owned and access detail pages quickly.
My Notifications:
View all notifications and access element detail pages quickly.
My Mentions:
View mentions, add quick reactions, mark as read, and view read mentions.
My Exports:
View all exports and quickly download or delete them.
My Favorites:
View favorited elements and reports, access pages, and edit detail pages.
From the Control Panel click on My ClearPoint
Select the Workspace you are going to be working with, in this example, ‘Central Division Workspace’
Click the Plus icon to add a Pod
Select the Pod you wish to add, in this example, ‘My Goals’
Drag and drop the Pod in the desired place
You can also customize the size of the Pod using the drag handle icon
Once you are done with your changes, click Save Changes
Confirm you wish to save the changes by clicking the Save button
Managing Pods
In this example, we are going to customize a Workspace page.
From the Control Panel click on My ClearPoint
Select the Workspace you are going to be working with, in this example, ‘Central Division Workspace’
We are going to make My Goals half its size with the drag handle icon
Next up, we are going to move up My Scorecard by using drag and drop
Click on the three dots icon next to one of the Pods and select Edit Pod Style
You can choose from the predefined options under Color Styles
You can also Set up Your Own Style
Please visit our Help Center article on Branding Detail Pages and Reports for detailed instructions
Once you are done with your selection, click Save
Click on the three dots icon next to a Pod
Select Remove Pod
Once you are done with your changes, click Save Changes
Confirm the changes will apply to all users with access to the Workspace by clicking Save
Manage Workspaces
Users can add, edit, duplicate, and delete Workspaces.
Admins can delete global workspaces; at least 1 global workspace must remain.
Important: Admins see all Workspaces, including those they cannot access. Users with no Admin rights see only Workspaces they have access to.
From the Control Panel click on My ClearPoint
Select My Workspace
Click the dropdown menu next to the Plus icon
Choose Manage Workspaces
Click the three dots icon next to a Workspace
Edit Workspace, allows you to edit the Name and Manage Access
Duplicate Workspace, allows you to enter a Name for the duplicated Workspace and Manage Access
Delete Workspace, allows you to delete the Workspace
Set Workspace as Homepage
Users can set a Workspace as their Homepage for quick access.
From the Control Panel click on My ClearPoint
Select the Workspace you wish to set as your Homepage
Click the Home icon
