Below, you will learn how to:
- Create a document within the Plan & Track Solution modules (Strategic Planning & Custom Plans)
Note: You can click on any image below to zoom in.
On the left-hand navigation sidebar, navigate to either the Strategic Planning or Custom Plans module under the Plan & Track solution.
Click on the document tab in either module.
Click + Create New Document to begin. You will need to add a name for the document and select a data source.
Note: Only users with the Admin user role type can create new documents.
On your landing page, you should see a series of pages we have automatically created for you from your Strategic Plan or Custom Plan. You can begin to customize your pages, add pages, and so much more.
For more information on how to edit documents, please see our training & support articles.
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