Workspaces in ClearPoint provide a personalized hub for managing and tracking your strategic data. Each Workspace offers a flexible layout where you can add interactive Pods — like My Goals, My Scorecard, or My Updates — to focus on what matters most to you.
Workspaces can be private, shared with specific users, or visible to all users in your account.
With customizable layouts and color themes, Workspaces help you visualize performance and manage progress more efficiently.
Adding a Workspace
From the left navigation, click My ClearPoint.
Select My Workspace.
Click + Add Workspace.
Enter a Workspace Name (e.g., Central Division Workspace).
Select an Owner for the Workspace.
Click Save.
💡 At least one Workspace with “All Users” access must exist in every account.
Adding Pods to a Workspace
Pods are customizable widgets that display data, tasks, notifications, and other strategic elements.
You can add, resize, or move Pods to tailor your Workspace to your role and daily workflow.
From the left navigation, click My ClearPoint.
Open the Workspace you want to customize (e.g., Central Division Workspace).
Click the Edit Layout icon.
Click Add Card.
Select a Pod to add (e.g., My Goals).
Drag and drop the Pod into the desired position on the page.
Click Save.
💡 Your layout is saved automatically and instantly updates for all users with access to that Workspace.
Available Pod Types
Pod Name | Description |
My Updates | Track task completion progress, expand workflows, and mark tasks complete. |
My Goals | View, edit, duplicate, or delete goals; update key results directly. |
My Scorecard | Access all owned elements and navigate quickly to detail pages. |
My Notifications | View and open notifications linked to elements. |
My Mentions | Review mentions, react, and mark as read. |
My Exports | View and download generated exports. |
My Favorites | Access bookmarked elements, reports, and pages. |
💡 You can mix and match Pods to design a Workspace that fits your personal workflow.
Managing Workspaces
Admins and users with permissions can add, edit, duplicate, or delete Workspaces.
Open the Workspaces page.
Click the kebab menu (⋮) next to a Workspace.
Choose one of the following actions:
Duplicate Workspace – Create a copy of the Workspace and adjust access.
Delete Workspace – Remove the Workspace entirely.
💡 Admins can view and delete any Workspace, but at least one global (All Users) Workspace must remain in every account.
Setting a Workspace as Your Homepage
You can set any Workspace as your default homepage for faster access when logging in.
Open the Workspace you want to use as your homepage.
Click the kebab menu (⋮)
Click the Set Home icon.
💡 Your selected Workspace will load automatically when you sign in to ClearPoint.