Plans


 

Re-Order Plan Goals, Strategies, & Objectives

Overview

This article will show you how to re-order your plan goals.

Instructions

  1. Navigate to the plan you would like to re-order the plan goals
  2. Select Edit Plan
    edit_plan_button.png
  3. Hover your cursor over the goal you would like to move
    move_strategy.png
  4. Drag-and-drop the goal, strategy, or objective where you would like it 
    move_goal.png
    • Note: All subordinate goals will follow.
  5. Saving Options
    goals_saving_options.png
    • Save: Will save the changes made
    • Save & Exit: Will save and exit the modification page for the plan
    • Close: Will close the plan without saving



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