How can I edit the level of a plan item?

Edit a Card Level  

If you’ve decided that the level of an item needs to be changed, you can do so once you open the card item.

Step 1: Changing the Level of a Card

A.   Navigate to the plan card you wish to change

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B.   Once you have opened the card, navigate to the upper left hand corner and click ‘Edit’

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C.   After you have clicked on the ‘Edit’ button, or pencil icon, a drop down menu will appear with all the available level names that were created for the plan. Choose a different level, then click the check mark

D.   If you want to add a level that hasn’t already been created, click the ‘Add New Level’ button

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E.    An empty field box will appear. Type in the name of the level you want, then click the check mark button to save

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F.    Once you have saved your new level, you will see it appear in the upper right hand corner

G.   After you close out of the card, the item will have a new level name, but will remain in the same spot within the plan until you move it (drag and drop or change the alignment)

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Be sure to download the article attached to this tutorial.

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