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

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