Check out our Goal Plan Administration On-Demand Video Series.
This article will discuss where to locate the Goal Plan feature’s administrative functions.
The Goal Plan feature is administered and configured via the Application Catalog. Once in the Application Catalog, click ‘View’ next to Goal Plan in the Features listview.
The next screen will display a listview of all the active Goal Plan Templates that have been created for the Current Site you have selected.
To review the contents of existing Goal Plan Templates, click the View link next to the desired template.
Then, on the Goal Plan Template profile page, you can review how the template has been configured, review existing Goal Categories, and take various actions on the Goal Plan Template.
