Overview
This article will show you how to create an Initiative.
Prerequisites:
The following will need to have already been created in order to create an initiative
- Stakeholders
Step-by-Step Guide:
Step One: Select 'Value' >> 'All Initiatives' in the header to navigate to the Initiatives page in your MetaCX instance.
Step Two: To add your first Initiative click the ‘Add Initiative' button
Step Three: Enter a name and a description for your Initiative. Next, you have the option to add a business Icon or business logo (You can only upload jpg, jpeg, png, or gif files under 500kb)
Note - Adding an icon is optional and not required
Step Four: Click 'Save' to save the Initiative
Step Five: After clicking 'Save', you will then be taken to the Initiative profile page