ClearBot for Microsoft Teams | ClearPoint Strategy

Help Article Index

ClearPoint Support Center

Getting Started

  • Introduction to ClearPoint
  • Navigate the system
  • Manage profile
  • Getting Started Videos
  • Getting Started (42)

    • Build your strategic plan in ClearPoint

    • Structure your account
    • Add your objectives
    • Create strategy maps
    • Align your strategy
  • Build your strategic plan in ClearPoint (12)

    • Track your performance measures

    • Add your measures
    • Manage your data
    • Chart and visualize your data
  • Track your performance measures (26)

    • Manage your projects

    • Track initiatives and milestones
    • Project Evaluations
  • Manage your projects (11)

    • Automate your process

    • Schedules
    • Notifications
    • Reminders
    • Data Loader
  • Automate your process (10)

    • Integrate With ClearPoint

    • Data Loader
    • ClearPoint Sync
    • Webhooks
    • API
    • Community Dashboards
  • Integrate With ClearPoint (20)

    • Report your results

    • Build summary reports
    • Set up scorecard landing pages/dashboards
    • Share your results
  • Report your results (36)

    • Share with the ClearPoint Community

    • Benchmark with your peers
    • Community Dashboards
  • Share with the ClearPoint Community (12)

    • Administer your account

    • Manage reporting periods and frequencies
    • Manage users
    • Customize your account
    • Account rollover
    • Enterprise features
  • Administer your account (57)

    • Training Videos

    • User Permission Videos
    • CPS Summit 2019
    • CPS Summit 2018
    • CPS Summit 2017
  • Training Videos (14)

    • Care Packages

    ClearPoint "Care Packages" bundle up all the resources you need to be an expert on different ClearPoint features. From account rollover, to tagging, to project evaluations and ClearPoint Sync, we have you covered.
  • Care Packages (10)

    • What's New in ClearPoint

    We're continually improving ClearPoint to make it the best management reporting and strategy execution software. We release major versions of ClearPoint every six months, and bug fixes and small enhancements every two to three weeks.
  • What's New in ClearPoint (25)