Collaborate
Work together in ClearPoint to do great things
By Fernando and 2 others3 authors34 articles
- Collaborate With Your Team - Creating and sending email remindersThis article walks through how to create and send email reminders for the users in your ClearPoint organization.
- Collaborate With Your Team - Emailing a page in ClearPointThis article walks through how to email a page in ClearPoint.
- Collaborate With Your Team - Reporting WorkflowsThis article walks through how to set up and manage Reporting Workflows in ClearPoint.
- Collaborate With Your Team – Microsoft Teams Integrations (ClearPoint for Teams / ClearBot)This article will walk through how to integrate ClearPoint with Microsoft Teams.
- Exports & Share information - Managing HTML templatesThis article explains how to manage HTML templates for publishing information in ClearPoint.
- Exports & Share information - Adding confidentiality statement to a Briefing BookThis article explains how to add a confidentiality statement to a Briefing Book in ClearPoint.
- Exports & Share information - Embedding a ClearPoint HTML export in an iframeThis article explains how to embed an HTML exported report from ClearPoint in an iframe.
- Exports & Share information - Exporting Summary Reports to ExcelThis article explains how to export Summary Reports to Excel in ClearPoint.
- Exports & Share information - Embedding Charts from ClearPointThis article explains how to embed Charts from ClearPoint in your intranet or public website.
- Exports & Share information - Creating and selecting Briefing Books contentThis article explains how to create and select what content to include in Briefing Books templates in ClearPoint.
- Exports & Share information - Editing a Briefing Book TemplateThis article explains how to edit a Briefing Books template in ClearPoint.
- Exports & Share information - Exporting single pagesThis article explains how to export single pages in ClearPoint.
- Exports & Share information - Exporting Measure Data TablesThis article explains how to export Measure Data Tables in ClearPoint.
- Exporting & Share Information - DashboardsThis article walks through how to add and manage Dashboards in ClearPoint.
- Exports & Share information - Adding attachments to ClearPointThis article explains how to upload attachments to ClearPoint.
- Exports & Share information - Manage Briefing Book templatesThis article explains how to manage Briefing Books templates in ClearPoint.
- Security Recommendation: iFramesThis article will outline the key risks associated with iFrames and explain why we don't recommend using them in ClearPoint.
- Community Dashboards - Updating your Community DashboardThis article walks through how to make updates to your Community Dashboard.
- Community Dashboard - Changing the credentials on your Community DashboardThis article walks through how to change the credentials in WordPress using API Keys created in your ClearPoint account.
- Community Dashboard - Creating and inserting shortcodes on your Community DashboardThis article walks through how to create and use shortcodes on your Community Dashboard.
- Community Dashboard - Installing the ClearPoint Chrome PluginThis article walks through how to install the ClearPoint Content Generator Plugin.
- Custom Dashboard URLsOur custom URL feature allows you to create your own branded URL like dashboard.metropolis.gov for your community dashboard.
- Community Dashboard FAQsLearn the answers to frequently asked questions about the Community Dashboard.
- Measure Libraries - Peer-To-Peer SharingThis article explains how Peer-To-Peer sharing works.
- Measure Libraries - Managing Measures in Use in Measure LibraryThis article walks through how to manage which data is being shared in the Measure Library.
- Measure Libraries - Managing the Library Measures PageThis article will walk through how to navigate the Library Measures Page.
- Measure Libraries - Contributing Measures to the Measure LibraryThis article will walk through what Measure data you are going to share with other member organizations.
- Measure Libraries - Adding Peer Data from the Measure LibraryThis article explains how to add Peer Data from the Measure Library.
- Measure Libraries - Accessing the Measure LibraryThis article explains how to access the Measure Library in ClearPoint.
- Alerts & Notifications - Setting up a notificationThis article explains how to set up a Notification in ClearPoint.
- Alerts & Notifications - Notification SettingsThis article walks through Notification settings in ClearPoint.
- Alerts & Notifications - Navigating the Alerts InboxThis article explains how to manage the Alert Inbox in ClearPoint.
- Alerts & Notifications - Notifications for your reporting processThis article walks through how to configure notifications for your reporting process in ClearPoint.
- Approvals in ClearPoint Strategy