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  1. Clicking the Implement Changes button on the investment recommendations slide automatically adds an associated action to this slide.

  2. Clicking Add Step adds a new action to the bottom of list.

  3. You can add or edit an action’s description by clicking into its field and typing.

  4. You can agree on a date for your action by clicking the calendar (blue star) icon and using the pop-up calendar to select your date:

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  5. Clicking the red circle icon (blue star) next to an action deletes it.:

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  6. Clicking and dragging the drag handle icon (blue star) lets you reorder your actions.:

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This is not a data-driven slide.

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