Marking elements as complete helps you track progress and visualize project outcomes across your Scorecards.
When you mark an Initiative, Milestone, or Action Item as complete, ClearPoint records the completion date automatically and carries forward relevant update fields such as Status, Percent Complete, and Analysis into future reporting periods.
Marking Elements as Complete from a Detail Page
From the left navigation, click Elements.
Select Measures (or another element type such as Action Items or Risks).
Open the element you want to mark complete.
Click the kebab menu (⋮) and select Edit Element.
Navigate to the Update Fields tab.
Mark the element as Complete.
Click Save.
💡 By default, today's date is automatically entered as the Completed Date.
Marking Elements as Complete from the Edit Drawer
From the left navigation, click Elements.
Select the element type (e.g., Measures), and switch to the List view if needed.
Click the kebab menu (⋮) and select Edit Measure (the label matches the element type, e.g., Edit Initiative).
Navigate to the Update Fields tab.
Mark the element as Complete.
Click Save.
💡 Completion dates can be customized, but will default to today's date if left blank.
Managing Completed Items in System Setup
Admins can configure how completed elements display in summary views and reports across all Scorecards.
From the top navigation, click Settings.
Click on Account Defaults.
Navigate to the Report Options tab.
Configure display preferences:
Strike through completed items – Adds a line through text for completed elements.
Mark Complete from Summary Views – Enable checkboxes to allow users to mark Initiatives, Milestones, Action Items, or Risks complete directly from summary reports.
Click Save.
💡 Changes made here apply globally to all Scorecards in your account.
Hiding Completed Items in a Scorecard
You can hide completed elements from reports and summary views for a specific Scorecard. This is controlled in Scorecard Options.
From the left navigation, click Scorecards.
Click the kebab menu (⋮) next to the Scorecard and select Edit Scorecard.
Navigate to the Scorecard Options tab.
Under Completed Items, turn on Hide completed Initiatives, Hide completed Milestones, and/or Hide completed Action Items.
💡 This helps keep reports focused on active work while still preserving historical data for completed elements. To exclude completed items from a Reporting Workflow instead, see Collaborate With Your Team – Reporting Workflows.