How to Create Initiatives


This article will show you how to create an Initiative.


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


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