Wednesday, Jun 19 2013
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The Gathering Place For Financial Professionals

And Financial Enthusiasts

How to change the status of a milestone in Personal Goals Manager

1. Begin in My Dashboard.

2. Select the active goal that contains the milestone you wish to edit.

 

Selecting An Active Goal

 

3. Click on the goal to take you to a new window.

4. Click the Milestones button.

 

Editing Milestones

 

5. You can either edit or delete a milestone.

6. Click on the Edit button.

7. Using the drop-down menu, change the status to Complete.

8. Save your edits.

9. Your updated milestone should now appear complete (as indicated by a green check mark) under the goal:

Completed Milestone


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