Questions answered in this article:
- How do I rearrange the leaves and branches of your Smart Tree?
- How do I edit the trees and branches once made?
- Are we able to rearrange the trees once created?
View the instructional video(s) on this topic below:
- Smart Trees: Editing and Sorting (1 min video)
Related articles:
Editing your Smart Trees
1. Navigate to the Client page by selecting the Client Tab located in the My Office section at the top left corner of the screen.
2. Click on the client’s name to open the client chart modal.
3. Once you are in the client chart modal, navigate to the Smart Trees tab where you can view and edit your trees, branches, and leaves.
4. To edit the names within your Smart Tree, simply click on the name of the (Trees, Branches, and Leaves) and type its new name.
5. Alternatively, you can click on the three dots located on the right side of the screen to copy, setup and update its properties, view comments, share to a client / guardian and delete the tree.
Sorting the branches and leaves of your Smart Tree
1. To sort the leaves, click the Sorting Mode toggle button to enable it. Then, click on the six (6) vertical dots next to each leaf to reorder them or move leaves between branches.
2. To sort the branches, hover below the dropdown button next to the branch name until the 6 vertical dots appear. Click and drag the branch to reorder it within the same tree or move it to a different tree.
Learn more about setting up your smart trees here.
Using the Hide Mastered button
1. To hide mastered goals, click the Hide Mastered check box next to the Sorting Mode button. This will hide goals that have already been mastered, allowing you to focus on “In Progress” goals.
2. Notice the green Star icon. These represent goals that have been mastered and are currently hidden.
3. To view the mastered goals, uncheck the Hide Mastered checkbox. This will display all the client’s goals.
HAPPY GOAL SETTING!