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.
- Title. Write the title of your Goal Level Type.
- Status. Select the status of your Goal Level Type item (i.e., Not Started, On Track, At Risk, Off Track, or Completed).
- Select additional information options about Scope, Schedule, Budget, and Other for At Risk and Off Track.
- Provide a more specific note here.
- 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.
- Start and Due Dates. Select your Start Date and Due Date for your work item.
- 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.”
- Archive (Option). Archive (or store) this work item; it changes to inactive status.
a. Click .
b. Click
c. Click