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Managing Status Indicators

This article explains how to customize the status indicators used across your ClearPoint account.

Ted Jackson avatar
Written by Ted Jackson
Updated today

Status indicators help you evaluate performance at a glance and can be configured to meet your organization’s needs. Administrators can create new indicators, edit existing ones, upload custom icons, and reorder the list used throughout your scorecards.


Adding a Status Indicator

  1. Click Settings from the top navigation.

  2. Select Customizations.

  1. Navigate to the Status Indicators tab.

  2. Click the Plus ( + ) icon to add a new status indicator.

  3. Enter a Status Name. This name appears anywhere the indicator is displayed.

  4. Enter a Score if you plan to use automatic evaluations for objectives or measures.

  5. To use your own icon, check Use Custom Status Indicator and upload an image.

    • PNG or JPEG formats are recommended.

    • 24×24 pixels produces the best results.

  6. Open the Elements tab to select which types of elements can use the indicator.

  7. Click Save.


Editing a Status Indicator

  1. Locate the Status Indicator.

  2. Click the kebab menu (⋮) and select Edit Status.

  3. Update the name, score, icon, or element applicability.

  4. Click Save.


Reordering Status Indicators

You can adjust the order in which indicators appear in dropdowns and evaluation settings.

  1. Locate the Status Indicator.

  2. Drag and drop the indicators into the desired order.

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