Introduction

This tutorial will show you how to create a plan to track your goals.

This article is divided into different sections. Please click on the desired link to jump to that section:

• Creating a Plan
• Make a Plan Public

Instructions

Creating a Plan

1. After logging into ePortfolio, click the Main Menu tab (three lines in the top right corner). 
    
2. Click Create and then Plans
   
3. Click New Plan
   
4. Enter the title of your plan. You may also enter in a description. When finished, click Save Plan.
   
5. Now you may create a series of tasks, which represent smaller steps necessary to complete your plan. Click the New Task button to add a task.
   
6. Add a title, completion date and a description of the tasks needed to complete the plan. Click Save task when finished.
   
7. Repeat steps 5 and 6 whenever you wish to add a new task. To mark a task as completed, click the pencil icon across from the task.
   
8. Turn the Completed box to YES, and then click Save Task
   
9. Now a green check will appear next to the task
   
10. If a plan has not been checked as complete past the completion date, the task will turn red
    

Make a Plan Public

Your plan will remain private until you choose to display it on one of your ePortfolio pages. To do this, follow the instructions below:

1. Under the Main Menu tab, click Pages and Collections. Select the More... icon and then Edit at the bottom right corner of the page where you wish to display your plan

2. Select the More... icon and then Edit at the bottom right corner of the page where you wish to display your plan. 

3. Name your Block. Click on the Show More button of the Content Types. Select Plans.  

4. A pop-up window will appear, listing all the plans you have created. Click on the plan that you would like to display, then click Save.

5. Your plan will now appear on your page.