How to Pin an Action Plan on a Bridge

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 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.

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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 “three-dot” menu on an action plan card.

Step Four: Select “Pin to Overview”.

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Step Five: The action plan will be displayed on the overview page.

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