Wednesday, Jun 19 2013
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The Gathering Place For Financial Professionals

And Financial Enthusiasts

How to edit an existing 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. Change the title, description, goal, date, and/or status.

8. Save your edits.

9. Your updated milestone should now appear under the goal:

 

Updated Milestone


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