If you're a manager using ClearPoint, you might be interested in learning how to add goals. In this guide, you will learn how to add new goals and key results, connect them to relevant elements, and navigate the Goals tab with ease. Whether you prefer manual entry or using ClearPoint's AI assistant feature, you'll be able to set clear and achievable goals for your team in no time.
Navigating the Goals Tab
In the Goals tab, you can sort Goals in different ways.
Select Goals from the Control Panel
Under Goals, you will be able to sort by
By Individual, filters OKRs by the individual who is assigned that goal.
By Manager, to sort goals by the manager.
By Department, to sort by Department.
By Scorecard, to filter by Scorecard that the goal is linked to.
Manually adding an OKR
Select Goals from the Control Panel
Choose By Individual
Click on the dropdown menu at the top right-hand side of your screen
Select Add Goal
Under Name, enter the new Goal name, for example, ‘Increase customer satisfaction by 15% by EOY.’
Select an Owner from the dropdown menu
Select the respective Manager
Use the dropdown menu to Select Period
You can set the level of Visibility
Navigate to the Key Results tab
Click on the Plus icon
Under Key Result Name, enter the new Goal name, for example, ‘Achieve an average CSAT score of 85% month over month.’
Select the Data Type
Set a Start point and Target
Navigate to the Links tab
Click the Link Tag icon to create a new link
Select the Scorecard
Choose the Link Type
Mark the checkbox next to the element you wish to create a link
Click Save to save your selection
Once you are done with your changes, click Save
Adding an OKR with AI
Select ClearPoint AI from the Control Panel
Click on AI Assistants
In this example, we are going to create an Individual Goal
If this is the first time you are using the AI Assistant, you will be prompted to Accept the Terms and Conditions
Use the dropdown menu to select
What kind of Goals are we creating?
Who are we creating Goals for?
What’s the reporting period?
Click on Start AI Assistant
You will be prompted to answer a series of questions that will help the AI Assistant to generate the Goal.
Once you feel comfortable with the Goals established, click Add Goals to ClearPoint
Confirm you wish to create the Goal by clicking the Add button
