Tagging

Tagging provides the opportunity for users to group objects together in ClearPoint. Users can customize tag names and colors, and apply these tags across multiple elements including scorecards, objectives, measures, initiatives, milestones, action items, risks, series, or charts. This can come in handy when using Bulk Changes to make changes across elements or setting up large aggregations.

Adding or Editing a Tag

Open System Settings in the control panel and click on Admin Options.

Under Enterprise Features, click Tags.

Click the plus icon to add a new tag.

Give the tag a Name and a Color. Click Save.

Once you have added a tag, you can click on the pencil icon to change the name or color.

Applying Tags to Elements

Once you have added a tag, you can apply it to any element in your account including scorecards, objectives, measures, initiatives, milestones, action items, risks, series, or charts.

Applying Tags to Elements from Admin Options

Open System Settings in the control panel and click on Admin Options.

Under Enterprise Features, click Tags.

Click into the View / Map Elements tab. From here you will see all elements in your account. You can tag individual elements by clicking the link icon. You can tag elements in bulk by checking next to the element and clicking the plus icon. You can use the filter to search for specific elements or filter by scorecard or element type to make selecting the elements to tag even easier.

Applying Tags to Elements from the Element

Users that are Editors and above can edit any element and add a tag that has been added from Admin Options.

For example, go to a measure detail page and click the pencil icon. Click into the Edit Fields tab and assign a tag. You can also tag charts and series by editing these elements.

Filtering Summary Reports by Tags

Once you have tagged elements, you can add summary reports and set up filters based on the tags. For more information on filtering summary reports, click here.

Creating Aggregate Calculations by Tags

Aggregate series and aggregate status calculations can be used to sum up series data or element statuses across your account. These elements included in these calculations can be filtered by element name. However, if you need to aggregate elements that do not have similar naming structures, tags can help you group and filter!

Follow these instructions to set up aggregate series and aggregate status calculations using tags.