Cloning & Sharing

Cloning Growth Plans allows you to utilize Growth Plans in a Drafts, Archived, and Published format and duplicate them: making the Growth Plans available to edit and send out to Participants in an altered format.

Outside editing start or end dates, share description and welcome message the user can only edit content in active Growth Plans by cloning the plan, publishing and sharing the cloned plan.

Cloning from Drafts, Archived or Published

  • Click Drafts, Archived or Published tab from the top navigation bar, and you're taken to a list of Growth Plan listings

  • Click the three dots under the Actions heading, click on Clone Plan, Admin is brought to the Create Growth Plan drafting sequence with the existing content intact

  • Proceed to create an augmented Growth Plan, and go ahead to share or publish exactly the same as when Creating a new Growth Plan

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