Changing the title of a chapter, section, or topic

You can change the default title of any chapter, section, or topic in the plan outline to better suit your needs. For example, if you sell products but not services, you can change the preset title “Products and Services” to just “Products.” 

 

Changing the title of a chapter or section

  1. In the Plan section, under the View & Edit section, click Edit Outline at the bottom of the chapter summary:
    plan edit outline.png
  2. Hover over the item you'd like to edit. A pencil icon will appear to the right of the title. Click the pencil icon. The title will highlight. Type in the new name:
    change_chapter_title.gif
  3. Your changes will be saved automatically.

 

Changing the title of a topic, table, or chart

  1. In the Plan section, under the View & Edit section, click Edit Outline at the bottom of the chapter summary:
    plan_edit_outline.png
  2. Click the pencil icon to the right of the title you want to change, and enter a new title:
    rename_plan_topic.gif
  3. Your changes will be saved automatically.

 

More on editing the plan outline:

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