How Do I Add a Component to My One Page Plan?

Customizing your One Page Plan is easy with the Add Component feature. This guide walks you through the steps to add and tailor components, ensuring your plan reflects your specific needs and goals.

Follow these steps:

1. Locate an Existing Component:
   Hover over the component that is directly above the spot where you want to add a new one.

2. Access the Options Menu:
   Click the three dots in the upper-right corner of the component. A drop-down menu will appear.

3. Select Add Component:
   Scroll down the menu and click Add Component.

4. Choose a Component Type:
   A list of available components will appear. Select the type that best fits the information you want to add.

5. Customize the Component:
   Once added, you can edit the new component to match your specific needs by renaming headers, adjusting rows or columns, and more.

This feature allows you to customize the One Page Plan to fit your specific goals and requirements. For any further guidance, don't hesitate to contact support.