Access the Talent Opportunity Planner Settings by clicking on your Profile Icon > Settings > Talent Opportunity Settings.

Toggle a template on/off to enable/disable them when initiating a Talent Opportunity Plan.

Click on "+" to create a new Talent Opportunity Plan Template.

To add a new Talent Opportunity Planner Checklist item, click on "+" or "Add Checklist Item".

You can toggle to Add/Remove Checklist Items that will appear in the Talent Opportunity Plan.

To delete a Talent Opportunity Plan checklist item, simply click on "..." beside the checklist item and select Delete.

Similar to Case Milestones, completing checklist tasks associated with a milestone reflects on the Talent Opportunity Plan's Overall Progress.

Create a Milestone by clicking on Add Milestone. Fill in the details and associate related tasks.

You can toggle to Add/Remove Fields that will appear or select Required fields during initiation.

You can toggle to Add/Remove Fields that will appear or select Required fields during initiation.

To edit Scenario details, you can click on "..." and select Edit or simply select the scenario.

To edit an existing Talent Opportunity Template, click on a template or click on "..." and select Edit.

To delete a Talent Opportunity Plan Template, open a template and scroll down. Click on "Delete" at the bottom of the screen.