Add a Step

Add a Step

1. Click the Plus Sign on the goal to add a step.

Plus Sign

2. Enter the data into the step box.

Step Data

• The step name is free text.

• You can only associate one type with each step, but the types are the same as for the goal.

• The Step Start and Step Follow-up dates are similar to the dates of the goal. Steps must have a Follow-up date.

3. Click OK when finished.