Initiative Groups: How to Create Initiative Groups

Overview

This Article will show you how to Create Initiative Groups in your MetaCX instance.

Prerequisites:

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.

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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.

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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.

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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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