Edit a Strategy Template

Owned by Matt Kepple
Last updated: Feb 04, 2022
1 min read

You can edit a Strategy Template.

Steps

  1. Select My Apps in the top menu

  2. Select Strategies

  3. You arrive in the Strategies App

  4. Select the Strategy Template you want to edit

  5. You arrive on the Strategy Template’s page

  6. Press the Edit Strategy button

  7. You arrive on the Edit Strategy Canvas page

  8. From here you can

    1. Add metrics

    2. Remove metrics

    3. Move metrics up and down within their stage (column)

  9. Once you have finished making edits, press Save Changes

  10. You arrive on the Strategy Template’s page

If you have already added this Strategy Template to a project, the subsequent edits that you make to the Strategy Template will not be reflected on the project(s) that the Strategy Template has been added to. Adding a Strategy Template to a project is a one-time copy.