Hey there,

ClearPoint Strategy is excited to announce the release of version 16.5.10, bringing you a suite of enhancements designed to improve your strategic management experience. These updates focus on delivering greater functionality, efficiency, and ease of use.

Here's a breakdown of the key enhancements in this release:

✅ Streamlined Approvals Process - Efficient workflow management: The approvals process has been refined to ensure smoother management of added and edited elements, bulk actions, and notifications, enhancing your workflow efficiency.

🔔 Enhanced Notification Alerts - Stay informed: Enhanced notification alerts ensure you're always aware of critical changes and updates within ClearPoint.

📊 Seamless Excel Exports - Effortless data management: Exporting initiatives to Excel is now smoother and more reliable, making it easier to work with your data outside ClearPoint.

🔍 Advanced Filter Previews - Informed decision-making: Bulk Scripts now offer clearer filter previews, providing a better indication of matches, helping you to make more informed decisions.

📧 Accurate Recipient Tracking - Precise communication: Reminder notifications now accurately reflect the number of recipients, ensuring precise communication and follow-up.

🧮 Improved Measure Recalculations - Accurate data updates: Measures will now recalculate promptly after updates, ensuring that your data remains accurate and up to date.

🚀 Efficient Milestone Management - Streamlined project tracking: Save and update milestones seamlessly, even on large initiative detail pages, streamlining your project management process.

🔄 Automatic Project Evaluations - Consistent project tracking: Project evaluations will now automatically update after milestone changes in Gantt charts, ensuring consistency and accuracy in your project tracking.

🗂️ Consistent Styling - Unified report appearance: The 'ClearPoint Default Style' and 'Organizational Default Style' are now used correctly and consistently throughout your account, ensuring a unified and professional appearance across your reports.

These enhancements highlight ClearPoint Strategy's commitment to continuous improvement and delivering a platform that meets your strategic management needs. We strive to provide you with tools that enhance your productivity, streamline your workflows, and empower you to achieve your strategic goals more effectively.

For questions or assistance with navigating these enhancements, don't hesitate to reach out to [email protected].

Stay tuned for more updates and improvements as we continue to evolve ClearPoint Strategy to support your strategic management journey. Experience the transformative power of ClearPoint's latest features and simplify your strategic management process today! 🌟

Hey there,

ClearPoint Strategy is proud to unveil a game-changing addition to our platform—Approval Workflows! This innovative feature is meticulously crafted to provide comprehensive oversight and meticulous control over edits, updates, additions, and deletions within your ClearPoint Strategy environment.

🛡️ Elevate Control and Oversight: Introducing Approval Workflows

Approval Workflows introduce a robust mechanism for managing changes within ClearPoint Strategy, offering administrators the ability to configure detailed approval processes at the scorecard level. This ensures that every modification undergoes rigorous scrutiny before being finalized, safeguarding data integrity and compliance with organizational standards.

Configurable Approval Process

• Scorecard-Level Configuration: Admins can define specific actions requiring approval—such as updates, edits, additions, and deletions—directly within the scorecard settings, enhancing flexibility and precision.

• Require Approvals Checkbox: By enabling this feature, administrators unlock granular control over which changes necessitate approval, ensuring only authorized modifications are implemented.

• Designate Scorecard Owner: Designate a singular Scorecard Owner responsible for overseeing and approving all changes, ensuring clarity and accountability in the approval process.

• Collaborator Permissions: Extend approval authority to multiple collaborators, granting them the ability to either approve changes or make edits without prior approval, fostering collaborative workflows.

Streamlined Workflow Management

Approval Workflows streamline the change management process with intuitive features that enhance user experience and efficiency:

• Real-time Alerts: Receive immediate notifications within edit modals and inline edits, prompting users to seek approval before changes are applied, minimizing errors and ensuring compliance.

• Pending Status: Modifications awaiting approval are clearly marked with a 'Pending' status on the Manage Elements page, preventing unauthorized alterations until approval is granted.

• Cancellation Options: Users retain flexibility with the ability to cancel pending changes directly from the Manage Elements page or the element's detail view, maintaining agility without compromising control.

Centralized Approval Management

Upon activation, Approval Workflows centralize approval-related activities through the dedicated 'My Approvals' page under the My ClearPoint tab, offering users a consolidated view of pending actions:

• My Approvals Section: Scorecard owners and designated collaborators access a comprehensive overview of pending changes, complete with detailed element information and approval status indicators.

• My Changes Section: Users initiating modifications requiring approval can effortlessly track their submissions, ensuring transparency and accountability throughout the approval lifecycle.

Benefits of Approval Workflows

ClearPoint Strategy's Approval Workflows empower organizations with:

• Enhanced Governance: Ensure every change is thoroughly vetted and authorized, maintaining data integrity and regulatory compliance.

• Efficient Processes: Streamline approval workflows to accelerate decision-making and minimize turnaround times for strategic updates.

• Collaborative Agility: Facilitate teamwork by empowering designated users to participate in the approval process, fostering collaboration and accountability across teams.

Getting Started with Approval Workflows

Approval Workflows in ClearPoint Strategy not only elevate your control over changes but also equip you with robust tools for managing approvals with precision. Empower your team to streamline processes and ensure all modifications align with your strategic objectives. It's time to enhance your oversight and optimize your approval workflows for greater efficiency and accountability.

Discover the transformative potential of Approval Workflows in optimizing your strategic data management with ClearPoint Strategy. Contact your Customer Success Manager today or visit the ClearPoint Strategy Support Center to learn more about integrating Approval Workflows into your workflow. For questions or assistance, reach out to [email protected].

Harness the power of meticulous oversight and controlled change management with ClearPoint Strategy's Approval Workflows. Start optimizing your strategic operations today! 🌟

Hey there,

ClearPoint Strategy is thrilled to announce the release of version 16.5.9, packed with enhancements designed to elevate your strategic management experience. These updates focus on delivering greater functionality, efficiency, and ease of use.

Here's a breakdown of the key enhancements in this release:

🛡️ Enhanced Approval Workflows - Streamlined approval processes (BETA): Introducing Approval Workflows, allowing for more structured and efficient approval processes within your projects.

📊 Enhanced Chart Status - Accurate chart representation: Status for charts now displays correctly, providing a more accurate visual representation of your data.

🌐 Improved Workspace Display - Streamlined workspace aesthetics: Pod borders in workspaces now hide as intended, offering a cleaner and more focused interface.

🔔 Refined Notifications - Enhanced alert functionality: Notifications trigger appropriately when edit fields are changed, ensuring you stay informed of all relevant updates.

🔕 Optimized Alert Management - Efficient alert silencing: Silencing alerts no longer prevents other alerts from being sent, giving you better control over your notifications.

📋 Intuitive Tab Navigation - Improved workspace tab functionality: The "My Workspace" tab now highlights correctly, enhancing your navigation experience.

🛠️ Smooth Update Management - Enhanced support integration: The support center button in the "My Updates" section now works seamlessly, providing quick access to help resources.

🏠 Accurate Home Page Display - Correct scorecard names: Setting the home page for Scorecard OKR Trees now displays the correct name, ensuring clarity and consistency.

🔄 Clear Report Duplication - Visible duplication confirmation: Duplicating reports now shows a notification, confirming the action and providing clear feedback.

💾 Efficient Report Saving - Smooth report updates: Reports save seamlessly without getting stuck in a saving loop, ensuring uninterrupted work progress.

📅 Accurate Milestone Display - Consistent initiative tracking: Milestones now appear correctly, providing accurate tracking of initiatives.

📧 Reliable Reminder Emails - Consistent communication: Reminder emails are sent reliably, keeping your team informed and on track.

📊 Consistent Table Styles - Enhanced table presentation: Column-specific table styles are maintained, ensuring your tables look exactly as intended.

These enhancements demonstrate ClearPoint Strategy's commitment to providing a robust platform that meets your strategic management needs. We aim to offer tools that boost your productivity, streamline workflows, and help you achieve your strategic goals more effectively. For questions or assistance with these enhancements, feel free to reach out to [email protected].

Stay tuned for more updates and improvements as we continue to evolve ClearPoint Strategy to support your strategic management journey. Experience the transformative power of ClearPoint's latest features and simplify your strategic management process today! 🌟

Hey there,

We're excited to introduce ClearPoint Strategy's latest enhancement—Bulk User Management! With the release of version 16.5.8, managing multiple users is now more efficient and user-friendly than ever. These enhancements streamline the process of bulk editing, deleting, and onboarding users, ensuring that admins can handle large groups of users with ease.

👥 Streamlined Bulk User Management: ClearPoint's Latest Enhancements

At ClearPoint Strategy, we're committed to providing a seamless and efficient experience for our users. The new bulk user management features reflect our dedication to continuous improvement and responsiveness to user feedback.

Updated Manage Users Page

The Manage Users page has been revamped to match the formatting of other 'Manage Pages' in ClearPoint Strategy, such as the Manage Scorecards page.

• Consistent Formatting: The Manage Users page now mirrors the format of other list pages in the application, ensuring a familiar and intuitive user experience. Since users cannot be undeleted, there is no 'Show Deleted' option.
• User Information Display: Users are listed in a table format, displaying details such as First Name/Last Name (Department) - Email, User Type, Department, and last login timestamp.
• Multi-Select Checkboxes: Each user row includes a checkbox for multi-selection, allowing for efficient bulk actions.
• Dynamic Search: Users can search by First/Last name, Email, or Department, with the list dynamically filtering based on the search criteria.

Adding Multiple Users with Welcome Email Option

When adding multiple users, admins can enable the "Send Welcome Email" checkbox, ensuring new users receive onboarding emails upon being added.

Bulk Editing Users

Admins can now edit multiple users simultaneously, streamlining the management of user profiles and permissions.

• Admins can modify Manager, Department, and time zone for selected users in one action. However, bulk-editing restrictions include First/Last Name, Email, Phone Number, and Notification Settings.
• Selected users will not be listed in the Managers dropdown to prevent self-assignment.

Bulk Editing User Access Permissions

Admins can update scorecard permissions for multiple users at once, with options to edit or replace permissions, ensuring there are enough seats before saving changes.

• Edit Permissions: Admins can add or edit permissions while keeping existing ones where no conflicts arise.
• Replace Permissions: Admins can remove all current permissions and replace them with new ones. The option to "Remove Access to All Scorecards" is also available under Replace Permissions.

Bulk Deleting Users

Admins can now delete multiple users at once, facilitating efficient user management. A bulk delete option is available on the Manage Users page, allowing admins to delete multiple users in one action, with a confirmation prompt to ensure the correct users are removed.

Enhanced User Management for a Streamlined Experience

These enhancements significantly improve the efficiency of user management in ClearPoint Strategy, making it easier for admins to handle large numbers of users with streamlined processes and intuitive interfaces.

ClearPoint Strategy remains committed to prioritizing user experience and performance optimization with these enhancements. The new bulk user management features empower admins with greater control and efficiency in managing user profiles, permissions, and onboarding processes.

For any questions or assistance regarding these updates, feel free to reach out to [email protected]. Dive deeper into these powerful features by exploring the ClearPoint Strategy Support Center.

Stay tuned for more updates and improvements as we continue to evolve ClearPoint Strategy to meet your strategic management needs. Embrace the power of enhanced bulk user management and unlock new efficiencies in your user administration process. 🌟

Hey there,

ClearPoint Strategy is excited to announce the release of version 16.5.8, bringing you a suite of enhancements designed to improve your strategic management experience. These updates focus on delivering greater functionality, efficiency, and ease of use.

Here's a breakdown of the key enhancements in this release:

👥 Streamlined Bulk User Management - Efficient user administration: The Manage User page has been revamped to align with other 'Manage' pages, offering bulk edit/delete functionality. Additionally, you can now send welcome emails in bulk when adding multiple users, ensuring a smooth onboarding process.

📑 Comprehensive Usage Reports - Improved account management: Administrators now have access to detailed usage reports, including 'Last Updated' reports for scorecards and elements, 'Last Generated' reports for briefing books and HTML reports, and 'Last Updated' reports for custom fields, providing better insights and control over account activities.

🧠 Advanced AI Capabilities - Upgrade to GPT-4o: Experience the power of advanced AI with the integration of GPT-4o, enhancing the AI Goals Assistant and other AI-driven features for smarter and more efficient strategic planning.

🗑️ Efficient Report Management - Delete default reports: Enjoy greater flexibility in report management with the ability to delete default reports, allowing you to maintain a cleaner and more relevant reporting environment.

📊 Custom Chart Transparency - Enhanced custom chart management: A new 'Elements' tab in custom charts displays all elements using the custom chart type, offering greater transparency and ease in managing custom charts across your account.

🌐 Enhanced Workspace Navigation - Streamlined updates in Workspaces: Easily manage your updates with the new functionality were clicking on an element name in the My Updates pod opens the update workflow modal, streamlining your workspace interactions.

📈 Enhanced Chart Visibility - Improved chart display in page layouts: Charts now display correctly in page layout options without the need for a page reload, providing a smoother user experience.

📧 Streamlined Email Alerts - Improved email alert functionality: Disabling email alerts no longer affects emails for exports, briefing books, and HTML reports, ensuring you receive all necessary notifications.

📃 Enhanced Report Navigation - Smooth report page transitions: Switching between report pages now maintains your scroll position, enhancing the navigation experience.

⭐ Enhanced Favorites Management - Smooth access to favorites: Accessing favorite goals and OKRs now works seamlessly, providing a smooth user experience.

These enhancements highlight ClearPoint Strategy's commitment to continuous improvement and delivering a platform that meets your strategic management needs. We strive to provide you with tools that enhance your productivity, streamline your workflows, and empower you to achieve your strategic goals more effectively. For questions or assistance with navigating these enhancements, don't hesitate to reach out to [email protected].

Stay tuned for more updates and improvements as we continue to evolve ClearPoint Strategy to support your strategic management journey. Experience the transformative power of ClearPoint's latest features and simplify your strategic management process today! 🌟

Hey there,

ClearPoint Strategy is excited to announce the release of version 16.5.7, featuring a range of enhancements designed to elevate your user experience and boost productivity. Our ongoing commitment to innovation ensures that ClearPoint Strategy continues to meet your strategic management needs effectively.

Here are the key highlights of the enhancements included in 16.5.7:

🔒 Enhanced Access Control - Increased control over locked scorecards: Enjoy greater flexibility with locked scorecards, now allowing access to Manage Scorecards, Manage Reports, & Manage Elements within locked scorecards, ensuring better data management and security.

🗂️ ️Streamlined Tabs Experience - Smoother navigation with improved tab management: Seamlessly navigate with refined UI updates including dynamic tab sizing, pinned tab repositioning, and hover functionality for quick actions, ensuring easy identification of active tabs.

🎨 Updated Brand Color - Fresh look with the app's default background color: Immerse yourself in a refreshed interface with the app's default background color updated to match our updated brand color, providing a cohesive and modern aesthetic. The "Save Email Address" function on the login screen also works seamlessly.

🏷️ Improved Briefing Book Tag - Improved clarity for queued reports: Introducing a new "Queued" tag for briefing books and HTML exports set to run, ensuring clear indication of their processing status.

📊 Optimized OKR Management - Enhanced functionality for OKRs: Seamlessly create and manage goals with multilingual support and optimized functionality, including improved linking of OKRs, automatic goal appearance on the Goals Page, and the ability to set Key Results with decimal places.

🔔 Efficient Workflow and Notifications - Improved task and notification management: Checking off completion boxes in the "My Updates" page reflects updates immediately, enhancing workflow efficiency.

⚙️ Improved Gantt Chart Visuals - Status-based coloring for Gantt Chart reports: Enjoy accurate visual representation of your Gantt Charts, enhancing clarity and understanding.

💬 Improved Support Integration - Better access to support resources: Intercom help articles now load reliably, and Support Center links open accurately, providing you with the information you need without any blank pages or undefined searches.

🔄 Streamlined Data Loader - Improved data loading process: The Data Loader now correctly recognizes owner names and provides efficient login without delays.

📋 Consistent HTML Report Exports - Reliable HTML report functionality: HTML report exports now function smoothly, delivering consistent and dependable reports every time.

📜 Enhanced Initiative and Risk Management - Improved tracking and management of initiatives and risks: Initiatives and risks now appear correctly with their series in templates, enhancing overall management and tracking.

These enhancements underscore ClearPoint Strategy's dedication to providing a user-centric, efficient, and intuitive platform. By refining functionality and improving user experience, we aim to empower users with a more robust and reliable tool for their strategic management needs. For questions or assistance with navigating these enhancements, don't hesitate to reach out to [email protected].

Stay tuned for more updates and improvements as we continue to evolve ClearPoint Strategy to meet your strategic management needs. Experience the transformative power of ClearPoint's enhanced functionality and simplify your strategic management journey. 🌟

Hey there,

We're excited to introduce ClearPoint Strategy's latest enhancement—Archiving! This feature brings a significant improvement to the platform, allowing users to archive Scorecards, reporting periods, and custom fields. With this update, users can experience smoother loading speeds, improved usability, and greater control over their data management.

🗄️ Streamlined Data Management: ClearPoint's Archiving Feature Enhances Usability

At ClearPoint Strategy, we're committed to providing our users with a seamless and efficient experience. The introduction of the archiving feature is a direct response to user feedback, aiming to simplify data management and enhance platform usability. This update reflects our ongoing dedication to delivering a platform that meets the evolving needs of our users.

Effortless Archiving Functionality

Admins can now archive/unarchive items individually from the manage scorecards page, manage reporting periods, and manage custom fields modal. This streamlines the archiving process, making it easier for admins to manage their data efficiently.

Improved Visibility and Accessibility

An option to "show archived" items is available for admins in all relevant management pages, allowing them to easily access archived items when needed. This enhances visibility and ensures that archived data remains accessible whenever required.

Flexible Archiving Options

Admins can unarchive or delete archived items, individually or in bulk, with multi-select checkboxes available. This flexibility empowers admins to tailor their data management approach according to their specific needs, enhancing overall efficiency.

Enhanced Scorecard Archiving

Archived Scorecards are now hidden from the manage scorecard view by default, providing a clutter-free interface for users. This ensures that users can focus on active Scorecards without being overwhelmed by archived ones.

Improved Reporting Period Management

Archived reporting periods are excluded from element data tables and period selectors, streamlining data analysis and reporting processes. This ensures that only relevant data is included in calculations, enhancing data accuracy.

Simplified Custom Field Archiving

Before archiving, users can view the Summary Reports or Detail Layouts that the field is pulled out onto, ensuring informed decision-making. Archived custom fields are removed from detail pages, summary reports, briefing book templates, and any option selections, simplifying data management.

ClearPoint Strategy remains committed to prioritizing user experience and performance optimization with this enhancement. The archiving functionality provides users with greater control over their data, ensuring a more efficient and streamlined platform experience.

Refined functionality and improved user experience are at the forefront of ClearPoint Strategy's commitment to continuous enhancement. Our goal is to empower users with a platform that offers intuitive navigation and efficiency. For any queries or assistance regarding these updates, feel free to reach out to [email protected]. Dive deeper into these powerful features by exploring the ClearPoint Strategy Support Center.

Stay tuned for more updates and improvements as we continue to evolve ClearPoint Strategy to meet your strategic management needs. Explore the transformative power of ClearPoint's archiving feature, simplify your data management journey, and unlock new efficiencies. 🌟

Hey there,

ClearPoint Strategy is thrilled to announce the release of version 16.5.6, packed with enhancements aimed at elevating your experience and maximizing productivity. Our commitment to innovation and user satisfaction drives these updates, ensuring that ClearPoint Strategy continues to evolve to meet your needs effectively.

Here are the key highlights of the enhancements included in 16.5.6:

🚀 Streamlined Content Loading - Seamless content loading: Enjoy a smoother browsing experience, ensuring uninterrupted navigation.

🔗 Improved Link Management - Efficient link addition across multiple scorecards: Add links to elements across multiple scorecards effortlessly and seamlessly.

📧 Enhanced Email Alert Management - Optimize email alert management: Enjoy improved email alert management with better control over your notifications.

📈 Enhanced Workflow Management - Improved task count accuracy and status editing: Now, when editing the status of a workflow, completed task counts remain accurate, eliminating previous discrepancies and ensuring precise workflow management.

💡 Streamlined Help Functionality - Enhanced assistance accessibility: Seamlessly access help resources with the help button on the notification screen, providing valuable assistance whenever needed.

📅 Refined Milestone Relationships - Enhanced display clarity: Parent/Child Milestone Relationships now maintain accurate representation, even when custom milestone sorting is applied, resulting in enhanced clarity in data hierarchy display.

🌍 Enhanced Multilingual Support - Consistent display options: Enjoy consistent display options on the Goals page across all languages, ensuring a unified user experience regardless of language preference.

🔒 Enhanced Scorecard Security - Locked scorecard restriction: Ensure data integrity with locked scorecards, preventing unauthorized additions or modifications to scorecards and enhancing overall security measures.

📚 Refined Briefing Book Export – Enhanced export clarity: Experience a smoother export process with accurately populated headers in Briefing Book exports. Enjoy improved clarity and ensure accurate data representation for a more polished export experience.

🌳 Refined Tree Explorer Functionality - Enjoy a clutter-free experience: Deleted elements are now excluded from the Tree Explorer, providing smoother and more streamlined navigation.

📊 Clear Dashboard Representation - Improved dashboard visualization: Ensure accurate data visualization and analysis.

🧭 Streamlined Navigation - Enhanced experience: Click into your Scorecard landing page by clicking on the Scorecard name in the left-hand navigation.

💬 Improved AI Assistant Interaction - Enhanced AI Assistant functionality: Interact seamlessly with the AI Assistant, ensuring uninterrupted assistance.

📝 Refined Export Functionality - Accurate exports: Long Initiative names display correctly during export, ensuring accurate and readable data representation.

📱 Enhanced App Stability - Improved app stability: Experience enhanced performance when linking milestones to action items or risks in bulk, ensuring a stable experience.

🔧 Refined Field Management - Enhanced field functionality: Ensure accurate data management and calculation with improved refreshing after creating calc fields.

📑 Streamlined Scorecard Landing Page - Improved landing page: The Scorecard Landing page will seamlessly update after reordering scorecard reports, ensuring a consistent and up-to-date user interface.

🔄 Data Refresh Functionality - Improved data refresh with tab switching: Switching tabs refreshes data, preventing stale data from appearing and ensuring accurate representation.

🔢 Refined Data Representation - Clear data representation: Enhanced visualization of decimal numbers in OKR Trees ensures accurate and clear data visualization.

🔄 Streamlined Custom Field Transition - Smooth transition with proper field handling: Custom fields now transition properly when scorecards are deleted, ensuring consistent data management.

🖥️ Enhanced UI Experience - Improved user interface with resolved text issue: UI issue resolved where deleting multiple elements displayed incorrect text, ensuring a more visually appealing interface.

🌟 Scorecard Home Button Addition - Added convenience with Scorecard Home button: Enjoy easier navigation with the newly added Scorecard Home button to the left navigation, providing quick access to your scorecards.

These enhancements reflect ClearPoint Strategy's commitment to continuous improvement and user-centric design. By refining functionality and enhancing user experience, we aim to empower users with a more intuitive and efficient platform experience.

Stay tuned for more updates and improvements as we continue to evolve ClearPoint Strategy to meet your strategic management needs. Experience the transformative power of ClearPoint's enhanced functionality and simplify your strategic management journey. 🌟

Hey there,

ClearPoint Strategy is delighted to announce the release of version 16.5.5, packed with enhancements aimed at elevating your experience and maximizing productivity. Our commitment to innovation and user satisfaction drives these updates, ensuring that ClearPoint Strategy continues to evolve to meet your needs effectively.

Here are the key highlights of the enhancements included in 16.5.5:

🚀 Enhanced Reporting Functionality - Streamlined reporting experience with improved code language display: Enjoy a smoother and more seamless reporting experience without brief displays of report code language while navigating between report tiles.

🔄 Streamlined Period Management - Hassle-free period addition and management: Eliminate the need for confirmation toast after adding multiple periods, saving time and effort while managing your reporting periods.

🌟 Improved Element Addition - Seamless workflow with uninterrupted modal functionality: Adding elements is now more intuitive and user-friendly when clicking 'Save and Continue'. Enjoy a smoother workflow without any interruptions.

🎨 Enhanced Workspace Design - Aesthetically pleasing workspace with refined design elements: Navigate through workspaces effortlessly with corrected main action button dropdown arrow direction and boldness, ensuring a more visually appealing workspace.

📊 Enhanced Goal Sorting - Effortless organization of goals in the OKR module: Easily organize your goals without interruption, ensuring a clutter-free and efficient goal management experience.

💡 Improved Dashboard Clarity - Enhanced data interpretation with clearer field representation: Boolean fields now display as Yes/No instead of numerical values, enhancing clarity and readability on your dashboards.

🔔 Streamlined Notification Experience - Enhanced notification management without repeated cycles: Say goodbye to repeated cycling of toaster notifications with the "Sort Order Updated" toaster appearing only once within Manage Scorecards, ensuring a distraction-free notification experience.

🏗️ Enhanced Initiative and Milestone Management - Effortless addition and editing of initiatives and milestones: Enjoy a smoother editing experience without any loading interruptions, ensuring seamless initiative and milestone management.

These enhancements reflect ClearPoint Strategy's commitment to continuous improvement and user-centric design. By refining functionality and enhancing user experience, we aim to empower users with a more intuitive and efficient platform experience. For questions or assistance with navigating these enhancements, don't hesitate to reach out to [email protected].

Stay tuned for more updates and improvements as we continue to evolve ClearPoint Strategy to meet your strategic management needs. Experience the transformative power of ClearPoint's enhanced functionality and simplify your strategic management journey. 🌟

Hey there,

We're thrilled to introduce ClearPoint Strategy's enhanced navigation! These updates are set to transform how you navigate and manage your strategic data, offering a more streamlined, intuitive, and efficient experience across ClearPoint Strategy.

🗺️ Navigate with Ease: ClearPoint's Enhanced Navigation Simplifies Data Management

At ClearPoint Strategy, we're dedicated to continually enhancing our platform to better serve our users. Based on valuable feedback from our community, we've implemented these navigational enhancements to streamline your experience, making it simpler and more intuitive to manage data and navigate through the platform. These updates underscore our commitment to delivering a seamless and efficient experience for all users.

Simplify Navigation with Combined Elements & Reports Tab

We're introducing a unified "Elements & Reports" tab in the left-hand navigation panel, consolidating access to scorecards, elements, and reports. With this update, users can seamlessly navigate between different sections of the platform, reducing clicks and simplifying navigation. The bolded display of the current scorecard name at the top of the left-hand panel enhances visibility and emphasis. Dropdown functionality for Scorecards, Elements, and Reports provides effortless navigation to each category, ensuring easy access to desired content. Additionally, a search bar positioned above the options enables effective searching through all three categories for quick access to specific items.

Efficient Management with Manage Scorecards Page

A dedicated Manage Scorecards page has been introduced to facilitate efficient scorecard management. This new page adheres to consistent styling with other management pages, ensuring familiarity and ease of use. Users can now efficiently manage scorecards without confusion, enhancing overall productivity within the platform.

Enhanced Element and Scorecard Tree Explorer Integration

Element and Scorecard Tree Explorers are now seamlessly integrated into the Manage Scorecards/Elements pages, eliminating clutter from the left-hand navigation panel. Access to these explorers is provided via additional buttons on the respective management pages, ensuring a smoother user experience when managing elements and scorecards.

Simplified Navigation with Removal of Report Tree Explorer

The Report Tree Explorer feature has been removed from the application interface, eliminating clutter and simplifying navigation. Users will no longer find the option to access the Report Tree Explorer, ensuring a more streamlined user experience without compromising effective report management.

Furthermore, we've created a comprehensive support article titled "Getting Started Guide: Navigating ClearPoint," which offers detailed insights into these enhancements and provides valuable tips for optimizing your ClearPoint experience. Access the support article here: Getting Started Guide - Navigating ClearPoint.

These enhancements underscore ClearPoint Strategy's dedication to continuous improvement and user-centric design. By refining navigation and enhancing management capabilities, we strive to empower users with a more intuitive and efficient platform experience. For questions or assistance with navigating these enhancements, don't hesitate to reach out to [email protected].

Stay tuned for more updates and improvements as we continue to evolve ClearPoint Strategy to meet your strategic management needs. Discover the transformative power of ClearPoint's enhanced navigation, simplify your strategic data management journey, and unlock new efficiencies. 🌟