Manage Strategy

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Create a Goal

To add a goal to your Strategy page, hover over the Goals module to see the “+” icon appear in the upper-right corner. Click the “+” icon button and you’ll see a modal appear. The modal can be user to create a goal and set its relative importance (1-5). Click save and the new goal will appear in the Goals list on the strategy page.

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Edit a Goal

To edit an existing goal, just click the goal name to view it. Once the details modal is visible, click the ‘Edit’ button and you’ll see the edit modal appear. Click ‘Save’ to finish.

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Delete a Goal

To delete a goal, hover over the goal and you’ll see the ‘x’ button appear on the right. Click that and you’ll see a confirmation modal appear (“Are you Sure?”). Click ‘Yes, delete it!” and the item will be removed.

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