How do I EDIT in an ITEM?

The essential things, or critical details, to edit in an Item include the item’s Title, Status, Start Date, Due Date, Favorite, Archive, and Strategic Alignment.

  1. Title. Write the title of your Goal Level Type.
  2. Status. Select the status of your Goal Level Type item (i.e., Not StartedOn TrackAt RiskOff Trackor Completed).

    1. Select additional information options about Scope, Schedule, Budget, and Other for At Risk and Off Track.

    1. Provide a more specific note here.
    2. Strategic Alignment. This feature allows you to create a Goal Level Type item aligned with a Parent item.

Note: 

a.  Click the down arrow in Strategic Alignment.

b.  Select the Parent Item that your Child Item should be aligned with.

  1. Start and Due Dates. Select your Start Date and Due Date for your work item.
  2. Favorite (Option). This allows you to select and mark a favorite item or not.   

      

a.  Click to mark an item as a “favorite.”

    

b.  Notice the  is now  indicating it is a “favorite.”

  1. Archive (Option). Archive (or store) this work item; it changes to inactive status.

        

a.  Click .

b.  Click

c.  Click  

What are your feelings
Updated on December 20, 2022