Create, Add, Delete, and Remove Measurables from Scorecards
Learn how to create, add, delete and remove Measurables from the Scorecard.
Table of Contents
Adding Measurables to the Scorecard
Adding Measurables is only available to users with a Manager role or above. Each tab in the Scorecard tool (Weekly, Monthly, Quarterly, and Annual) has two options for adding Measurables.
- Create a new Measurable.
- Add an existing Measurable.
To learn more, read our blog, “EOS Scorecard: Make Data Your Superpower,” by Professional EOS Implementer® Kris Snyder.
Creating a New Measurable
- Click Scorecard from the left navigation.
- Click the plus sign by the time frame desired (Weekly, Monthly, etc.).
- Click Create and Add a New Measurable.
- Enter the title and other information.
- Click Save.
Want to learn more about Smart Measurables? Click here to read our article.
Adding an Existing Measurable
- Click Scorecard from the left navigation.
- Click the plus sign by the time frame desired (Weekly, Monthly, etc.).
- Click Add an Existing Measurable.
- Search for and then click the Measurable you wish to add.
- Click Save.
Editing any instance of this Measurable changes it on every Scorecard it's on.
Editing a Measurable
While editing Measurables, all changes are saved automatically.
- Click Scorecard from the left navigation.
- Click on the Measurable you wish to edit.
- Change any of the following details:
- Title
- Description
- Unit of measurement
- Goal information
- Measurable owner and their Seat
Removing a Measurable
There are two ways to remove a Measurable from a Scorecard.
- Permanently delete a Measurable.
- Remove a Measurable from a single Scorecard.
Permanently Delete
Only a Measurable's owner can delete it.
- Click My 90 from the left navigation.
- Right-click the Measurable you want to delete.
- Click Delete Measurable from Scorecard.
- Click I understand… Delete anyway.
Deleting a Measurable removes it from each Scorecard it's on, any Processes it's linked to, and your Vision if it's used there.
Remove from a Scorecard
You can remove a Measurable from a Scorecard from the My 90 workspace or the Scorecard tool.
- Click on the Measurable you want to remove.
- Click More actions button at the top of the pop-up.
- Click Remove Measurable from Scorecard.