🚀 ClearPoint Next 16.5.48 Release Highlights!

Hey there,

We’re excited to announce ClearPoint Next version 16.5.48! This release continues our momentum in improving AI-powered workflows, report interactions, and layout consistency—alongside targeted updates in user settings, reporting periods, and diagram management.

Here’s what’s new:

✨ Newly Available in CP Next

🧠 Expanded AI Playbooks

We’ve expanded the built-in Playbook options available in the AI Assistant (left navigation > AI Assistants > Playbooks). These prebuilt workflows guide users through key strategy-building tasks.

New playbooks now support:

• Creating enterprise-, department-, and industry-level strategic plans
• Onboarding new users or departments into ClearPoint
• Uncovering insights about performance trends, bottlenecks, and risks

AI Playbooks are available to all accounts with AI enabled. If you’d like to activate AI for your account or explore the Playbooks in action, reach out to your account manager or email us at [email protected].

📧 AI Email Response Capabilities

If your account has AI enabled, you can now reply directly to any ClearPoint email that includes a PDF export—like a published Briefing Book or page report. Just write your message in natural language and ClearPoint AI will analyze the attached report and take action for you.

You can ask for AI-generated insights, recommendations, or link updates to strategic elements—no need to log in. It’s the easiest way to keep your strategy moving forward right from your inbox.

🔧 Enhancements and Fixes Across the Platform

📋 Reports, Data Views, and Layouts

• Data Grid layout pages now auto-open the “Add Card” drawer when editing, just like element layouts.
• Linked element charts on detail pages are now clickable—clicking the chart title will open the source element.
• Hidden or archived reporting periods no longer appear in the period selector.
• Deleted reports no longer appear in report dropdowns when building Data Grids.
• Deleted summary reports now properly restore from Revision History and no longer trigger false error toasts.
• Inline editing in summary reports now supports marking initiatives and milestones as “Completed” by adding the Completed column.
• Series View export now reflects active filters and supports clean exports after filter changes.
• Editing series or milestones via the kebab menu from the edit element drawer now works as expected.
• Empty Data Grid cards no longer shimmer or appear to load endlessly.
• Users can once again navigate to the Manage Elements page from the left menu without error.
• Header text in summary reports no longer changes color based on added columns.

🧠 AI and Automation

• AI “Restart Chat” button now works as expected.
• AI-generated scorecards via Playbooks no longer error during preview steps.
• AI chat no longer creates erroneous objectives titled “Link” when trying to link action items.
• AI features are now properly hidden when global AI is disabled in System Setup.
• Knowledge Base connections display accurate sync status and document counts.

🛠️ System Setup and Settings

• Menu and Element Name customization now saves properly, and field names no longer override unrelated custom fields.
• Diagrams and Milestones are now recognized in customization settings.
• Column label background color updates immediately reflect when account colors are changed.
• System Setup now respects field label renaming and hiding across layout drawers, update tabs, and List View headers.

👤 User Management and Roles

• Manage Users page now allows saving changes for “By Scorecard” and “Assign Group” user types.
• Saving user changes now works correctly and enables the save button when edits are made.
• Updaters and Browsers can once again clone views on the Manage Elements page.
• Admins can now reliably navigate to scorecard tabs when editing their own profile.

📅 Reporting Periods, Charts, and Status Indicators

• Archived, hidden, deleted, and non-reporting periods are now correctly excluded from the reporting period selector.
• Status indicators now save properly when switching between custom and dropdown icons.
• Status indicator sort order no longer causes icons to change color unexpectedly.
• Chart series colors now remain consistent when editing multiple series in a row.

⚙️ Other Fixes

• Summary Report columns set to full width no longer display labels when that option is disabled.
• Reports embedded in Data Grid pods now open in a modal for easier editing.
• Series and milestone tabs in element drawers now detect unsaved changes and show the Save button.
• Manage Diagrams page now allows duplicating and deleting diagrams without errors.
• Clicking “Elements” from a detail page correctly routes users to the Manage Elements page.
• Manage Scorecards page now includes “Archive” and “Lock” as bulk edit options.

🚀 Be among the first to experience ClearPoint Next!

ClearPoint Next is available for both individual users and full organizations. If you’re an admin and want to enable ClearPoint Next for yourself or your team, reach out to your account manager or contact us at [email protected] — we’ll get you set up!

As always, thank you for your continued feedback as we continue building the future of strategy management. Stay tuned—more updates coming soon!