In ClearPoint, Tags are like personalized labels that you can add to any element. They are helpful when you want to easily group similar items and quickly find them for generating reports, setting reminders, or making bulk edits.
What is it?
Tagging provides the opportunity for users to group objects together in ClearPoint. Similar to how users might group objects with a picklist custom field, Tagging in ClearPoint allows users to customize tag names and colors, and apply these tags across multiple elements including scorecards, objectives, measures, initiatives, milestones, action items, risks, series, or charts.
Why does it matter?
Organization is key in reporting and Tagging is an important way of staying organized and grouping together like elements within ClearPoint. Simply tag elements – like strategic measures, for example – in any scorecard so that they are quickly identifiable for running reports, sending reminders, or making mass changes within the Bulk Changes feature. Tagging elements within ClearPoint not only makes grouped elements easy to identify, it also makes cross-departmental alignment on initiatives or projects easy to see. Tagging can assist in bulk changes and template scripting as well, giving users a quick way to filter for all elements they want to change at once.
How does it work?
Admins can create tags in System Settings. Tag color can be specified when adding or editing tags.
Tags can be applied to objects by simply filtering and selecting. Tags can also be applied in bulk or from the individual element.
We recommend you check our Help Center article on Tagging for more information.
Add a tag
From the Control Panel click on System Settings
Select System Setup
Click Tags under Enterprise Features
Click the Plus icon to create a new tag
Under Tag Name, enter the name of the new tag, in this example, ‘Customer Satisfaction’.
Choose a Tag Color, you can also enter the color hex code
Once you are done with your changes, click Save
Apply a tag to an element from the Detail Page
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Open Measures
Locate the Measure you are going to be working with, in this example, ‘Total amount of time at gate’
Click on the edit Pencil icon
Navigate to the Edit Fields tab
Assign a Tag from the dropdown menu
Once you are done with your changes, click Save
