Working With Strategies

  • Updated on May 12, 2025
  • Published on Apr 8, 2025
  • 1 minute(s) read
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On the Strategies screen, you can perform all tasks related to managing categories and strategies. This article provides a walkthrough of each of these tasks.

Quick Guides

Adding a Strategy

  1. On the Strategies screen, select New Strategy under the Category to which you want to assign the new strategy.

  2. In the Title field, enter a name for the strategy.

  3. Select Save to add the new strategy.

Editing a Strategy

  1. On the Strategies screen, select the pencil icon for the strategy you want to edit.

  2. (Optional) In the Title field, you can change the name of the strategy.

  3. Select Save to add the new strategy.

Activating or Deactivating a Strategy

  1. On the Strategies screen, locate the toggle for the strategy you want to activate.

  2. Select the toggle to change the status of the strategy. If the toggle is blue, then the strategy is active and available to apply to lessons and plans. If the toggle is gray, then the strategy is inactive and cannot be used.

Deleting a Strategy

  1. On the Strategies screen, select the pencil icon for the strategy you want to delete.

  2. Select Delete.

  3. In the resulting Confirmation window, select OK to confirm.

Illustrated Guides

Adding a Strategy

Step 1: On the Strategies screen, select New Strategy under the Category to which you want to assign the new strategy.

Step 2: In the Title field, enter a name for the strategy.

Step 3: Select Save to add the new strategy.

Editing a Strategy

Step 1: On the Strategies screen, select the pencil icon for the strategy you want to edit.

Step 2: (Optional) In the Title field, you can change the name of the strategy.

Step 3: Select Save to add the new strategy.

Activating or Deactivating a Strategy

Step 1: On the Strategies screen, locate the toggle for the strategy you want to activate.

Step 2: Select the toggle to change the strategy’s status. If the toggle is blue, then the strategy is active and available to apply to lessons and plans. If the toggle is gray, then the strategy is inactive and cannot be used.

Deleting a Strategy

Step 1: On the Strategies screen, select the pencil icon for the strategy you want to delete.

Step 2: Select Delete.

Step 3: In the resulting Confirmation window, select OK to confirm.

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