How to Create an Action Plan

Overview

Action plans helps to collaborate with external users to complete tasks on time and you can assign users to a task to ensure it gets completed.

This article will feature how to create an Action Plan. Please follow the step-by-step guide on how to Create an Action Plan.

Step One: Navigate to a Bridge within MetaCX.

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Step Two: Click on the “Action Plan” tab in the left-hand navigation.

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Step Three: Click the “Create New” button in the upper right-hand corner of the page.

Step Four: Type in your desired name, description, and select or upload an icon.

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Step Five: Click “Save Updates”.

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