ClearPoint Strategy

This webinar will help you get started with using the Data Loader in ClearPoint

Data Loader Webinar

This webinar will review best practices within ClearPoint

Back to Basics Webinar

This webinar will outline best practices for managing your reporting process

Automate Your Reporting Process Webinar

This webinar will help you transition your account into a new year.

End of Year Rollover Webinar

This webinar will help you get started on creating and managing charts in ClearPoint

Charts 101 Webinar

This webinar will help you get started with using Workspaces within ClearPoint

Workspaces Webinar

This webinar will help you get started with using Dashboards in ClearPoint

Dashboards Webinar

This webinar will help you get started with creating Scorecard Summary Reports in ClearPoint

Scorecard Summary Reports Webinar

This webinar will help you get started with creating Project Evaluations in ClearPoint

Automatic Project Evaluations: Milestone Roll-Up Webinar

This webinar will help you get started in creating advanced calculations in ClearPoint

Advanced Calculations & Aggregations Webinar

Daniel Giglio

Heaven Schott

Joseph Lucco

A collection of our monthly IDK webinar series that highlight specific features in ClearPoint.

IDK Webinar Series

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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