Initiative Groups: How to Create Initiative Groups


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-by-Step Guide:

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.


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