ClearPoint gives you several ways to look at the same set of elements. A list is best for editing a lot of records quickly; a board is better for seeing where work is stuck; a timeline is better for spotting a slip. Switching views never changes your data — only how it is arranged on screen.

This article covers the views available in Manage Elements, plus the two views in Manage Scorecards.

Views appear as a tab bar directly beneath the page title. Select a tab to switch views.

Your filters, search terms, and selections carry across as you switch. The breadcrumb at the top of the page shows the view you are in, so you can always tell where you are at a glance.

Not every element type has every tab. The tab bar only shows views that apply to what you are looking at — Gantt appears for Initiatives and Milestones, for example, because those are the element types with start and end dates.

✓ available. — not available for this element type.

List View is where every element type opens by default. It is a table, and it is the fastest way to work through a lot of records at once.

Sort by any column, show and hide columns, drag column headers to reorder them, and edit common fields inline without opening a detail page. Select the checkboxes down the left to act on several elements at once — editing, deleting, or duplicating them together. The toolbar above the table holds Quick Find, saved views, column controls, and import and export.

Reach for List View when you are cleaning up data, reassigning owners in bulk, or scanning many elements against the same few fields.

Series Data View turns the page into a time-series grid: elements down the side, reporting periods across the top. It is built for entering numbers during a reporting cycle.

Enter values for several periods without leaving the page, expand an element to see all of its series at once, and use copy-forward to carry a value into later periods rather than retyping it.

Reach for Series Data View when it is time to update numbers for the period and you want to enter them all in one pass.

Links View shows how your elements connect to one another, and lets you build those connections directly.

Each element appears as a card. Alongside it, a column for each type of element it can link to shows what is currently connected — or reads No linked elements when nothing is.

Use the Link Elements panel on the left:

The available link types depend on what you are viewing. On Initiatives, for example, the options are Action Items and Risks — which is why those are the two columns on every Initiative card.

The arrows button in the toolbar switches Links View between two arrangements:

Reach for Links View when you are building out alignment, or checking whether anything has been left unconnected.

Kanban View arranges elements as cards in columns, so progress is visible at a glance.

Drag a card from one column to another to reassign it; drag it back to unassign. Columns can be configured around status, reporting frequency, or another field, and each card carries enough detail — status indicator, name — to work the board without opening anything. Every element type has a Kanban View.

Reach for Kanban View when you are running a working session and want to see what is piling up where.

Dashboard View replaces the table with a grid of charts — one per element — so you can read performance visually instead of column by column.

Each tile shows the element's chart with its series and targets. Select a chart to open it for closer inspection or editing.

Reach for Dashboard View when you are preparing for a review and want to spot trends, flat lines, and outliers quickly.

Gantt View puts your schedule on a timeline, with a task table on the left and bars on the right.

Drag a bar to shift its start or end date, expand and collapse milestone hierarchies, and update status and percent complete without leaving the view. Use the period control in the toolbar to change the timeline scale.

Gantt View is available for Initiatives and Milestones, the element types that carry start and end dates.

Reach for Gantt View when you need to see what overlaps, what is slipping, and what depends on what.

Manage Scorecards has its own pair of views, reached the same way — a tab bar beneath the page title.

A table of your scorecards showing the hierarchy, with tags, owners, and collaborators.

Explorer View maps your strategy as a diagram you expand one level at a time.

Select a scorecard in the panel on the left to set the starting point. It appears as a card on the canvas with a summary — how many elements it contains, across how many categories — and a badge for each layer you can open. Select a badge to expand that layer: the scorecard opens into its categories, a category opens into its objectives, and so on, with connecting lines showing how each level relates to the one before it. Every card carries its own status roll-up, so you can see where performance sits as you go.

Controls in the lower right zoom in and out and fit the whole diagram to the screen, and a minimap helps you keep your place once the diagram outgrows the canvas. The arrows button in the toolbar switches the diagram between left-to-right and top-down, the same control used in Links View.

Reach for Explorer View when you are explaining how your strategy fits together, or checking that each level rolls up the way you intended.

Explorer opens at the top level each time you return to it, so expanded layers are not carried between visits.

Explorer lives in Manage Scorecards; every other view above is in Manage Elements.