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
My Updates
Useful for: Tracking assigned workflow tasks and marking them complete.
Track completion progress for update tasks
Expand workflows and submit updates
Mark tasks as complete directly from the Pod
💡 Add it by selecting My Updates in the Add Card drawer.
My Goals
Useful for: Monitoring goals you own or follow and updating key results.
(This section was already present; preserved as-is.)
View, edit, duplicate, or delete goals
Update key results directly from the Pod
💡 Add it by selecting My Goals in the Add Card drawer.
My Scorecard
Useful for: Quickly accessing all elements you own and navigating into detail pages.
View the elements you are responsible for
Jump into detail pages with one click
💡 Add it by selecting My Scorecard in the Add Card drawer.
My Notifications
Useful for: Staying aware of activity related to your elements and updates.
View and open system notifications
See alerts tied to elements, workflows, or shared reports
💡 Add it by selecting My Notifications in the Add Card drawer.
My Mentions
Useful for: Tracking collaboration activity where teammates tag you.
Review mentions from other users
React or mark as read from the Pod
💡 Add it by selecting My Mentions in the Add Card drawer.
My Exports
Useful for: Quickly accessing your generated Briefing Books, reports, and page exports.
View recently generated exports
Download files or review export history
💡 Add it by selecting My Exports in the Add Card drawer.
My Favorites
Useful for: Bookmarking important elements, scorecards, and reports.
Access your saved Favorites in one place
Navigate quickly to frequently used content
💡 Add it by selecting My Favorites in the Add Card drawer.
Custom Card (Reusable Card)
Useful for: Displaying a specific chart or summary report directly inside your Workspace.
Choose a chart or a report to embed
Surface KPIs, dashboards, or visuals without navigating away
Ideal for Workspace-level dashboards
Open the Workspace you want to customize
Click the Edit Layout icon.
Click Add Card.
Navigate to the Reusable Cards tab.
Drag and drop the Custom Card into the desired position on the page.
Click the kebab menu (⋮) and select Edit Card Options.
Enter a Pod Title.
Select a type: Chart or Report.
Use the dropdown menus to select:
The Scorecard where the chart or report is located.
The Element Type, (e.g., Measure)
The Element, (e.g., Expenses)
The Chart, (e.g., Expenses)
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.