How to Create an Action Plan on a Stakeholders' Profile


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 show you how to create a new action plan on a stakeholders' profile.


The following will need to have already been created in order to create an action plan

  • Stakeholders
  • Outcomes

Step One: Navigate to a Stakeholders' profile within your MetaCX instance. Then, click 'View Details' on the Outcome Card.

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

Step Three: Click the 'Add Action Plan >> Create New' button on the action plan page.


Step Four: Type in your desired name, description, and select or upload an icon. Then, click 'Save Updates'.


You will then be navigated to the Action Plan page.


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