Expected Completion Time: 5-10 Minutes 

Learning Outcomes

At the end of this module, you should be able to do the following:

• Define the four dropdown “Save” options in the Finalize step.
• Identify what the red box signifies and why it might pop up when attempting to Finalize. 
• Publish a Tile of a launched opportunity to your organization’s Engagement Hub (if applicable). 

Related articles and training videos are included below. Please review materials that fit your learning style and then complete the Knowledge Check Quiz.

Finalize

The Finalize step allows you to save your work as a draft, so you can pick up the creation process when you are ready. You can also use the Finalize step to launch your opportunity or set a date when you do want to launch it.  Have a certain structure you want to employ for many opportunities? You can save your opportunity as a template. That way, it will be available as a template dropdown option when you select “My Templates” as the template type in the Create Tab.

Read

• Finalize Overview
• Differences among Templates, Drafts, and Launched Opportunities
• New Admins: Tips Before Launching
• What can't be edited after launching?

Watch

• Create – Finalize (3 min) 

Knowledge Check Quiz 

- Go to: The InfoReady Training Site
- If you don't already have an account, register for one by clicking Register in the upper right corner.
- You can now use this account to complete any quiz on that site.

	Congratulations! You've completed Module 3G.
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