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 Pin an Action Plan on a Bridge. Please follow the step-by-step guide on how to Pin an Action Plan on a Bridge.
Step One: Navigate to a Bridge within MetaCX.
Step Two: Click on the “Action Plan” tab in the left-hand navigation.
Step Three: Click the “three-dot” menu on an action plan card.
Step Four: Select “Pin to Overview”.
Step Five: The action plan will be displayed on the overview page.