Objectives in ClearPoint are long-term goals that help your organization or team track progress toward your strategic plan. They serve as key milestones that guide your overall success.
Adding an Objective
From the left navigation, click Elements.
Select Objectives.
Click + Add Objective.
Enter a Name for your Objective (e.g., Increase customer satisfaction by 15%).
Select an Owner from the dropdown menu.
Click Save.
💡 Objectives can be added to any Scorecard where you have permission. Once saved, they appear instantly in your Scorecard and summary reports.
Editing an Objective
Locate the Objective you want to edit.
Click the kebab menu (⋮) and select Edit Element.
Use the tabs in the right-hand drawer to make your updates:
Update Fields – Apply changes for the current reporting period (e.g., status or commentary).
Edit Fields – Update information that remains consistent across all periods (e.g., name, owner, frequency, or description).
Links – Manage elements connected to your Objective.
Notifications – Adjust who receives updates or alerts.
Click Save when finished.
💡 Use “Update Fields” for period-based updates and “Edit Fields” for permanent Objective details.
Editing an Objective on a Detail Page
Open the Objective Detail Page.
Click the kebab menu (⋮) and select Edit Element.
Make any necessary changes under the Edit Fields tab.
Click Save.
💡 Edits made from a detail page update the Objective instantly across all linked reports.
Bulk Editing Objectives
Check the boxes beside each Objective you want to update.
Select Edit Objectives.
Use the Select Field dropdown to choose an element to edit.
Click Save when finished.
💡 Bulk editing is ideal for updating ownership, frequency, or status across multiple Objectives at once.
Managing Linked Elements
From the Objective edit drawer, navigate to the Links tab.
Click Link Element.
Add or remove linked elements (e.g., Initiatives, Key Results, or Measures).
Click Save.
💡 Linking related elements helps visualize dependencies and alignment within your strategic plan.
Managing Notifications
From the Objective edit drawer, open the Notifications tab.
Update preferences for when and how users are notified of Objective updates.
Click Save.
💡 Use this tab to ensure stakeholders receive timely alerts for key Objective changes.