Editing Active Growth Plans

This article shows you the type of content you can edit in an Active Growth Plan - and three ways you can edit that content as well.

Written by Jana Gauthier
Updated over a week ago

Edit Growth Plan Dates, Welcome & Share Description

Editing content in Active Growth Plans can only be achieved through Cloning the Growth Plan. Editing Active Dates, Welcome Message and Share Description are the only edit actions available for ACTIVE Growth Plans.

First Option

Click View All button, and you'll land at page with clickable tiles representing each Plan Share
Clicking any Growth Plan Tile takes you to the progress analysis page
Clicking Configure button in the upper right hand corner reveals a pop up drawer where you can edit or alter the following:
- Edit Share Description (Grouping Title)
- Welcome Message
- Active Dates

Second Option

Clicking any Growth Plan Tile in the swim lane takes you to the progress analysis page
Clicking Configure button in the upper right hand corner reveals a pop up drawer where you can edit or alter the following:
- Edit Share Description (Grouping Title)
- Welcome Message
- Active Dates

Third Option

Click Published tab at the top of the window
Click View button to a listed Growth Plan
Click Shares tab in the next window
Click tile icon representing the Growth Plan
Clicking Configure button in the upper right hand corner reveals a pop up drawer where you can edit or alter the following:
- Edit Share Description (Grouping Title)
- Welcome Message
- Active Dates