Create and Edit Headings
To add and rename a new heading
- Click the New Heading button in the top right corner.
- Rename a heading by clicking the Three Dot Menu and selecting Rename.
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Create and Edit Line Items
To add and edit a line item:
Click the Three Dot Menu on far right side of any heading to add a New Line Item.
Type in the name of your new Line Item(s) in the pop-up window.
Give Access to the correct Teams and then click Save Changes.
To edit a Line Item Name: click the Pencil Icon next to the title of any Line Item.
To edit Line Item Settings, open the Three Dot Menu of any Line Item to Change Status, Manage Responsibility, Manage Due Date, and other actions.
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Create and Edit Subfolders
To add and rename a subfolder
Click on the Three Dot Menu of any Line Item hover menu to add a Subfolder within the line item.
Type in the Folder Names in the pop-up window. Assign Responsibility and then click Save.
Then click on the Pencil Icon to rename it.
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