This Article will show you how to Create Initiative Groups in your MetaCX instance.
The following will need to have already been created in order to create an initiative group
- Must have one or more initiatives already created
Step One: Navigate to the Initiative tab within the Value section of the application.
Step Two: Click “Add Initiative” in the top right-hand corner of the page.
Step Three: Click the “Create Initiative Group” option.
Step Four: Give your Initiative Group a name, cover image, and description on the left hand side of the page.
Step Five: Click “Create” to save the group.
Step Six: Once the group is loaded, click “Manage Initiative” to begin grouping initiatives.
Step Seven: Once you have your initiatives selected, click “Save” to close the modal.
Note: To add more initiatives at a later time, click the “Manage Initiatives” button in the top right-hand corner of the page.