Changing the title of a chapter, section, or item

Updated on Feb 23, 2017

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

Changing the title of a chapter or section #

  1. In the Plan tab, click Edit Outline:
    edit-outline-button.png#asset:1983
  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:
    changing-chapter-title.gif#asset:2029
  3. Your changes will be saved automatically.


Changing the title of a topic, table or chart #

  1. In the Plan tab, click Edit Outline:
    edit-outline-button.png#asset:1983
  2. Click the pencil icon to the right of the item title you want to change, and enter a new title:
    change-item-title.gif#asset:1864
  3. Your changes will be saved automatically.