Revise Entity Titles within a Strategic Plan

You can revise main entity titles within your Strategic Plan to better customize your needs.

To change entity titles, complete these steps:

  1. From the top-left corner of the screen, click the Menu icon to access the Navigation menu.
  2. Expand your Strategic Plan and select Settings > Change Titles.


  3. Move your cursor over the entity name you want to change and click the Pencil icon.


  4. Revise the entity title and click the green Check icon to save the title change or the red X icon to cancel the change.


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