ClearPoint Strategy News Center

Hey there,

We're excited to announce ClearPoint Next version 16.5.57! This release brings a major expansion of AI capabilities — including full Outlook connectivity, Teams AI parity with the in-app experience, AI email actions from chat, and the official ClearPoint MCP server — plus a wide set of workflow reliability and usability improvements.

Here's what's new:

✨ Newly Available in CP Next

🗓️ Connect Your Outlook to ClearPoint AI — Users can now link their personal Outlook account to ClearPoint directly from their profile (My Apps → Connect Outlook). Once connected, AI can answer questions like "What's my next meeting?" and help you prep — without leaving ClearPoint.

Admins must first enable the integration via System Settings → Integrations → Connected Apps. (Requires AI to be enabled.)

📧 AI Can Draft and Send Emails from Chat — Ask AI to follow up on a meeting or send a message to a teammate, and it will draft and route the email through your connected Outlook account — all from within ClearPoint chat. (Requires AI and Outlook connection.)

🤖 Teams AI Now Mirrors the In-App ClearPoint AI Experience — The ClearPoint AI bot in Microsoft Teams has been upgraded to match the full in-app AI experience — data-aware, calendar-aware, and consistent across surfaces. (Requires AI to be enabled and Teams integration configured.)

⚙️ Connected Apps: Org-Level Integration Management — Admins can now manage integrations centrally from Labs → System Settings → Integrations → Connected Apps. Enable Outlook, OneDrive/SharePoint, and more for your organization to unlock AI-powered features for your users.

🛠️ ClearPoint MCP Server Now Available in Labs — ClearPoint's official Model Context Protocol (MCP) server is now available in Labs → Settings → Integrations → MCP Server. It provides AI clients a secure, rate-limited, OAuth-authenticated connection to your ClearPoint data.

🔔 See All Your Default Notifications in One Place — The My Notifications page now lists which elements have default notifications (Any Change, Any Update, Any Edit) enabled — giving you a complete view of your notification setup at a glance.

📊 Smarter Visual Cues for Calculated & Locked Series — Calculated and locked series in measure data tables now appear grayed out even when you're not in inline editing mode, making it instantly clear which fields can be edited and which can't.

💬 Clear Feedback When Editing Non-Editable Series — When you attempt to click into a calculated, reference, or locked series, a helpful notification now appears to explain why the field isn't editable.

🔧 Enhancements and Fixes Across the Platform

⚙️ Reporting Workflows — Creating and saving reporting workflows now works reliably — the Save button correctly activates when all required fields are filled, and reporting workflows save as expected. Notifications now save without redirecting to a 404 page.

🗂️ Manage Scorecards — Views — Custom views on the Manage Scorecards page now delete correctly after confirmation.

✏️ Inline Editing Accuracy — The inline editor now immediately reflects saved content after updating Analysis or HTML fields, with no stale data appearing after a save.

🗓️ Series & Data Table Improvements — Series can now be properly reordered in the Edit Series drawer. Calculations can be reassigned, including back to "No Calculation." The Edit Series panel order now matches the Measure Data table column order. Locked series settings no longer block all measure data table updates.

📤 PDF Export — Text cards no longer get cut off when exporting initiative detail pages to PDF.

🔔 Workflows, Notifications & Navigation — Workflow links in Next now correctly point to the Next environment for By Scorecard users. The Automations section is now visible in the left nav for all By Scorecard users.

🏷️ UI & Account Polish — Left-hand nav dropdowns no longer expand unexpectedly. Strategy Maps load and render correctly. Custom Logout URLs now work as expected. The measure column header now correctly displays "Measures." Delete confirmation modals now show the correct item type.

🚀 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!

Hey there,

We're excited to announce ClearPoint Next version 16.5.56! This release introduces My AI Briefing — a personalized, role-based home screen powered by AI — alongside smarter admin setup flows and a large wave of reliability improvements across the platform.

Here's what's new:

✨ Newly Available in CP Next

🏠 My AI Briefing

My AI Briefing is ClearPoint's AI-driven workspace — a personalized home screen that reads your account's live data and delivers a role-specific briefing the moment you open it. No more navigating to find context; the right information is already waiting for you, tailored to whether you're an admin, a leader, or a contributor.

Click My ClearPoint in the left navigation to open it. You'll land on a personalized, AI-generated briefing page that's different for every role — built from your account's live data, refreshed every time you open it.

Before My AI Briefing, understanding the state of your account meant clicking through scorecards, pulling reports, and piecing together signals from multiple pages. Now the moment you log in, ClearPoint tells you what's happening — in the right language for your role, ranked by what matters most.

There are three views, each tailored to a different role:

Admins open to a full account health dashboard:

• Recent Updates — An AI-written summary of the last 20 days: logins, scorecards touched, and any review signals affecting reporting readiness — with specific flags like "Scorecard coverage is limited" or "Review signals may affect readiness," each rated by severity
• Account Data Integrity — A live count of everything that needs fixing before your next reporting cycle: overdue open items, stale updates, elements missing status, and items assigned to inactive owners — each listed with severity (HIGH / MID) and an exact count so you know where to act first
• Adoption & ROI — Active user counts, workflow completion rate, on-time task completion, and update activity — plus AI-identified Value Signals (what's going well) and Adoption Opportunities (what's worth improving)
• Reporting Workflows — Status of active workflows across the account
• Announcements — Active account-level announcements in one place

Leaders and executives open to a strategic briefing built from their scorecard data:

• Recent Updates — What changed in the last reporting window, how many contributors were active, and an "Open First" flag for anything needing attention before a briefing
• Strategy Brief — An AI-written executive summary of your scorecard: what the numbers say, where the pressure is, and a prioritized Recommended Focus with specific actions the AI has identified from your data
• Key Signals — Your most important measures as mini trend charts, each with an AI-written interpretation of what the trend actually means
• Questions Worth Asking — AI-generated discussion questions drawn from your scorecard, designed to surface what your team should be talking about in the next leadership conversation

Contributors open to a focused personal action list:

• Recent Updates — What needs your attention right now — or simply "You're caught up" if everything is in order
• My Workflow Tasks — Your open tasks for the current reporting cycle with a completion progress bar
• My Checklist — An AI-prioritized list of your items that need updates, each with a severity label (Critical, High) and a plain-language explanation of exactly what's missing and what to do — so you can open ClearPoint, read your checklist, and know precisely what to update before you close the tab

AI must be enabled on your account to see this page.

🔧 Enhancements and Fixes Across the Platform

⚙️ Smarter Admin Setup Flows
Bulk adding users, reporting periods, and fiscal years is now much faster. Users can be added by pasting directly from a spreadsheet, reporting periods auto-propose the next 12 based on your existing setup, and fiscal years auto-suggest upcoming years — less manual work, faster onboarding.

🏷️ Tags Now Auto-Assign Distinct Colors
New tags no longer default to gray. When you create a tag, the system automatically assigns a distinct color that isn't already in use — making your tag list easier to scan at a glance.

📁 Simplified Settings Navigation
Series & Charts are now split by element type for easier configuration, default and custom fields are unified under a single "Element Fields" section, and admin reports are grouped under a new "Management Reports" section — a cleaner, more organized settings experience.

📤 Clearer Briefing Book Export Form
The briefing book and HTML export template form is now simpler with clearer language, making it easier to configure and use.

🛠️ Reliability & Fixes
This release includes a large number of reliability improvements across permissions, exports, navigation, scheduling, and data management — including:

• Briefing book generation now works correctly for all accounts
• PDF exports render in light mode and respect page size/orientation settings
• By-scorecard permissions now work correctly for editors and updaters
• Tags, periods, milestones, and fiscal years can all be added without errors
• Homepage settings, user profile changes, and AI settings changes save reliably
• Scorecard management and schedule editing work without unexpected 404 errors
• Dashboard chart hyperlinks and report chart references display correctly
• Series data views on non-measure elements now load properly
• Milestone detail pages now link back to their parent initiative

🚀 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!

Hey there,

We're excited to introduce ClearPoint Strategy version 16.5.56! This release brings improved data accuracy and more reliable document exports.

Here's what's new in this release:

📅 Reporting Periods Display Correctly
Data grids now show the correct set of reporting periods — duplicate periods no longer appear, and periods that were previously missing are now shown as expected.

📄 Briefing Book Exports with HTML Chart Tokens
Pages containing HTML chart tokens now export correctly. An issue where certain chart token configurations caused exports to fail or produce blank PDFs has been fixed.

As always, we're grateful for the feedback and partnership from our customer community. If you need assistance or want to share feedback, reach out to us at [email protected].

Thanks for using ClearPoint—and stay tuned for more improvements! 🚀

Hey there,

We're excited to announce ClearPoint Next version 16.5.55! This is a big release — bringing language support for Spanish and British English, major performance improvements, Gantt chart enhancements, and a large wave of stability and UX fixes across the platform.

Here's what's new:

✨ Newly Available in CP Next

🌐 Language Support: Spanish (Latin America) and British English ClearPoint Next now natively supports Spanish (Latin America) and British English as platform language options. Admins can configure the language setting to make the platform more accessible for global and multilingual teams.

🎯 Gantt Chart Milestone Interactions Gantt charts now support the full milestone interactions available in Classic: double-click to edit, drag to move dates, and drag to update percent complete — giving project managers a more intuitive planning experience.

📊 Visual Indicators for Calculated and Locked Series Calculated and locked series now display visual indicators, making it easier to identify which series values are system-managed versus directly editable.

🎨 Separate Color Options for Cards and Summary Report Headers Admins can now configure the default account color separately for element cards and summary report headers, giving you finer control over your organization's visual identity.

🔧 Enhancements and Fixes Across the Platform

⚡ Performance & Loading Element and manage pages now load progressively for faster rendering. Summary reports load via infinite scroll. Dashboard charts defer loading until visible on screen.

🗂️ Manage Pages & Bulk Changes The bulk change architecture has been rewritten — the Save button now works consistently, dropdowns behave correctly, and tag changes apply as expected. The import workflow now includes a bulk-change preview with an "enable adding new elements" toggle.

📈 Reports & Exports Excel exports now populate correctly. Report search no longer returns blank pages. Decimal values on series save correctly. Series status data now shows for initiatives. Attachments display properly in reports. HTML exports produce correctly formatted output.

📊 Charts & Briefing Books Pie charts and legends now format correctly. Charts open in edit mode with the correct type. Briefing book first-page spacing is fixed, recipients dropdown works, and linked pages are included in exports.

🖥️ UI, Navigation & System Setup Tokens display correctly. Sub-milestones indent correctly. Breadcrumbs on objective pages show names instead of IDs. Data Grid has a dedicated page link icon; double-click enters edit mode. SSO correctly redirects to Next. AI audit log shows display names.

🚀 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!

Hey there,

We're excited to introduce ClearPoint Strategy version 16.5.55! This release focuses on reliability improvements, resolving several issues that were impacting page loading, report functionality, and custom script integrations.

Here's what's new in this release:

📊 Report Search Now Works Reliably Searching within grid reports — particularly those with scorecard-only column configurations — now returns results correctly instead of displaying a blank page.

⚡ Faster, More Stable Scorecard Page Loading Improvements to how the scorecard navigation menu loads have resolved blank page experiences for accounts with larger data sets, resulting in faster and more predictable page loads.

📋 Measure Detail Pages Now Load Consistently Measure element detail pages now open and reload reliably, resolving crashes that some accounts were experiencing.

🔗 Custom Scripts: Report Duplication Now Works Correctly The duplicate parameter on the grid layouts API endpoint — used by custom scripts to copy reports across scorecards — now works as expected, restoring functionality for scripted report setup workflows.

🔧 Background Service Stability Improvements Improvements to background service reliability reduce the chance of interruptions that could affect dashboard data availability.

As always, we're grateful for the feedback and partnership from our customer community. If you need assistance or want to share feedback, reach out to us at [email protected].

Thanks for using ClearPoint—and stay tuned for more improvements! 🚀

Hey there,

We're excited to announce ClearPoint Next version 16.5.54! This release is a broad stability and reliability update, with improvements across bulk changes, reporting, workflows, permissions, and more.

Here's what's new:

🔧 Enhancements and Fixes Across the Platform

⚙️ Bulk Changes & Manage Pages Bulk change scripts are now more reliable and easier to set up — element name fields appear where expected, scripts run cleanly without side effects, and exports from Manage pages work correctly even when custom fields are included.

📅 Reporting Periods & Frequencies Frequency names now display correctly throughout the app, period selectors show all available options, and new measures inherit the default reporting frequency as expected.

📊 Reports & Charts Linked charts load reliably in reports, charts display correctly across accounts, and report option toggles now work independently of each other.

🗂️ Manage Pages Several usability and data integrity improvements across Manage Scorecards, Manage Elements, and Manage Milestones — including more reliable exports, accurate status labels, and better handling of linked elements.

🔔 Workflows & Notifications Workflow schedules save and run correctly, user picklists populate reliably, and email reminders send only within their configured windows.

🖨️ Print View Ctrl+P now renders scorecard summary reports and selectively hidden pods correctly.

👤 User Management & Permissions Scorecard permission updates take effect immediately, and user setup options are fully available again.

🤖 AI The AI Subprocessor Agreement can now be accepted, and several stability improvements are included for AI features. (Requires AI to be enabled in your account.)

🏷️ Tags & Branding Tags save and edit reliably. Branding settings persist correctly.

📈 Series & Data Data uploads, measure series edits, and initiative auto-evaluation all work smoothly and consistently.

🔗 Explorer View & Element Linking Element linking from the Explorer View works as expected, and Parent/Child pods now display the correct associated scorecard names.

🔧 Default Fields Default element name configuration saves correctly and field revert behavior works as expected.

🚀 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!

Hey there,

We're excited to introduce ClearPoint Strategy version 16.5.54! This release brings a focused set of reliability improvements across permissions, bulk changes, layouts, and reporting.

Here's what's new in this release:

🔐 Permissions Work as Expected at the Element Level Group users with layered access rules — browser access to a scorecard plus updater or editor access to specific initiatives and milestones — can now update those elements smoothly without errors.

⚙️ Bulk Change Scripts Run Reliably Scripts targeting scorecard fields now execute and apply changes correctly every time.

📋 Copy Forward Handles Large Milestone Sets Scorecard-level copy forward now processes all initiatives and milestones completely and reliably, even at scale.

🗂️ Archived Elements Stay Out of Reports Elements from archived scorecards no longer appear in reports or on detail pages of active scorecards, keeping your reporting clean and accurate.

📐 Multi-Column Layouts Stay Aligned Four-column layouts now render consistently regardless of pod content size, so what you configure is what your users see.

As always, we’re grateful for the feedback and partnership from our customer community. If you need assistance or want to share feedback, reach out to us at [email protected].

Thanks for using ClearPoint—and stay tuned for more improvements! 🚀

Hey there,

We're excited to announce ClearPoint Next version 16.5.53! This release brings meaningful new capabilities around plan management and user experience, alongside a strong wave of reliability and consistency improvements across the platform.

Here's what's new:

✨ Newly Available in CP Next

👥 Full Names in Multi-User Picklist Fields Custom multi-user picklist fields now display full user names by default in pods, reports, and exports — consistent with how the Collaborators field has always worked. No more hovering to see who's who.

🔧 Enhancements and Fixes Across the Platform

Navigation & Scorecards

• The breadcrumbs dropdown menu now displays all available navigation options correctly, restoring full navigation from element detail pages
• The Manage Scorecards page now updates immediately when scorecards are created, duplicated, or deleted — no refresh required
• Scorecards now load reliably on the Manage Scorecards page for accounts with large scorecard counts

Manage Pages & Elements

• The Objectives page and other element list pages now load correctly on first click
• By Scorecard User roles (Admin, Editor, Updater) can now access element options menus as expected
• Scorecard-specific element naming conventions now take proper precedence over general custom element names

Edit Drawer & Saving

• Changes made in the Edit Drawer — whether on the Edit Fields tab or Update Fields tab — now save correctly and consistently
• Confirmation messages after saving now display as expected, rather than showing unformatted code text
• Milestone status updates made from the edit drawer and milestone card now apply and persist as expected

Fields & Custom Fields

• Custom category names defined in Account Settings now translate consistently throughout the application — including in the edit drawer, category modals, and wherever categories are referenced
• Status icon fields now display only the statuses selected for that field, rather than showing all available statuses
• Custom multi-user picklist fields now show full user names by default across all views — pods, reports, and exports

Charts & Data

• Chart line stroke styles (such as dotted or dashed) now save and display correctly in both the chart preview and on the detail page

Reports & Exports

• Data Grid pods now respect the account's default rows-per-page setting, improving load performance for accounts with large datasets
• The element type dropdown in Data Grid pods no longer includes Milestone as a selectable option, since milestones do not support reports
• Hidden element types no longer appear as options in Data Grid report type dropdowns
• Dashboard reports now display both the chart name and the associated measure name, making it easier to distinguish between charts that share the same name
• The rows-per-page selector in Data Grid reports now reflects the selected value correctly
• Report filters now retain the selected element type when a field is chosen, rather than reverting to the default

Kanban View

• Drag-and-drop position changes in the Kanban board now save and persist correctly when navigating away and returning to the board

Automation & Notifications

• Notification rules with specific field-equals criteria now save and persist correctly — previously, custom criteria would revert to "any change" after saving

System Setup & Admin

• Archived reporting periods are now hidden by default on the Manage Periods page, consistent with how archived scorecards are handled — keeping the view clean and focused on active periods
• Custom field filtering on action items now works correctly
• Adding new snapshots in ClearPoint Next now works as expected

Accessibility

• Clicking the accessibility option from your profile icon now correctly opens the accessibility plugin within ClearPoint Next, rather than redirecting to ClearPoint Classic
• An issue that caused accessibility mode to become permanently cached — leading to slow page loads, focus indicators appearing on all elements, and typing issues — has been resolved

🚀 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!

Hey there,

We're excited to introduce ClearPoint Strategy version 16.5.53! This release focuses on reliability improvements to keep your reporting and notification workflows running smoothly.

Here's what's new in this release:

📧 Reminder Emails Now Send Reliably An issue that caused workflow reminder emails to send multiple times to the same recipients has been resolved. Automated reminders now go out once, as intended — keeping your team's inbox clean and your reporting workflows on track.

📁 Chart Exports Now Include the Correct File Extension Exporting a chart whose name contains a period (such as "Q1 vs. Q2") now correctly includes the file extension (PNG, JPEG, etc.) in the downloaded file. Previously, the export would download without an extension, requiring users to manually rename the file before opening it.

As always, we’re grateful for the feedback and partnership from our customer community. If you need assistance or want to share feedback, reach out to us at [email protected].

Thanks for using ClearPoint—and stay tuned for more improvements! 🚀

Hey there,

We're excited to announce ClearPoint Next version 16.5.52! This release delivers a wide range of reliability and usability improvements across navigation, charts, reports, fields, exports, and automation — making the platform feel faster, more consistent, and more dependable day to day.

Here's what's new:

🔧 Enhancements and Fixes Across the Platform

Navigation & Scorecards

• Long scorecard names no longer get cut off in the left control panel
• The Home button now navigates to the correct scorecard landing page rather than your personal home page
• Archived scorecards no longer remain as your active home page after archiving
• Clicking a scorecard name in the left navigation correctly and consistently takes you to that scorecard's landing page

Charts & Data

• Charts now update immediately when measure data is entered or modified — no additional edit required
• The "Next N Periods" chart setting now correctly displays all selected periods
• The Edit Chart modal now reflects changes reliably without requiring a second edit to see updates
• Currency series now default to your account's default currency when adding or editing a series

Reports & Exports

• HTML exports now display correct element tab names and properly formatted pod content
• Exporting a scorecard report now exports only the selected report rather than the scorecards landing page
• Report sort order now saves and persists correctly
• HTML Text and HTML Data fields in grid reports now support inline editing without errors
• Inline editing for full-width columns in reports now works as expected

Fields & Custom Fields

• Custom field names now reflect correctly across all pages when element names are customized (including in drop-down lists and manage pages)
• Custom fields with bracket characters in their names no longer cause errors when saving
• Collaborator and multi-user picklist fields now retain all selected users when adding additional people
• Attachment fields now provide save confirmation immediately upon upload and reflect deletions without requiring a page refresh
• Data tokens in HTML fields now persist correctly after saving and re-saving

Manage Pages & Elements

• Users with Editor or Scorecard Admin permissions can now add elements from the Manage Elements page as expected
• Initiative fields on the Elements tab are now inline-editable
• Milestones no longer appear as a visible tab when the Initiative element type is hidden
• Element report counts on Manage Reports pages now accurately reflect only active, non-deleted reports
• Newly added series now appear immediately in the edit drawer without requiring a refresh

System Setup & Admin

• Default series now include the "Current Element" option when setting up calculated fields
• Fiscal Year creation now pre-populates the next chronological year based on your most recent existing fiscal year
• Custom fields can now be deleted without error
• Linked element access rules now apply consistently across the platform — elements a user doesn't have access to no longer appear in the left navigation or control panel

Automation & Reminders

• Bulk change scripts can now be edited and previewed as expected in ClearPoint Next
• Reminder schedules can now be created and saved from the edit drawer without issue

Workflows & Reporting Workflows

• Calendar date fields in Reporting Workflows now allow month navigation as expected

Series & Evaluations

• Aggregate status calculations can now be saved after all criteria are configured
• Objective Evaluations now save weight changes correctly and support decimal values
• Series with aggregate status calculations save reliably

🚀 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!