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.

     ChangingTitles-1.png

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

     ChangingTitles-2.png

  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.

     ChangingTitles-3.png

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