ClearPoint allows admins to define default page layouts for newly created elements. Setting defaults ensures consistent structure and presentation across objectives, measures, initiatives, milestones, action items, and risks. When a new element is created, its detail page layout will automatically match the default layout you select.
If no default layout is set, ClearPoint will use the layout from the most recently edited element of that type.
How Default Layouts Work in ClearPoint Next
Default layouts are based on the existing layout of a specific element’s detail page.
Default layouts can be configured for:
Objectives
Measures
Initiatives
Milestones
Action Items
Risks
When new elements are created, they will inherit the selected card arrangement, page structure, and layout configuration.
Setting a Default Layout
Click Settings from the top navigation.
Choose Account Defaults.
Navigate to the Report Options tab.
Toggle the option next to the element type you want to configure (e.g., Objectives, Measures, Initiatives).
Select the Scorecard containing the element whose layout will be used.
Select the Detail Page whose layout should become the default for that element type.
Click Save.