This article will show you how to Pin an Action Plan on an Initiative Bridge
The following will need to have already been created in order to pin an action plan on an Initiative Bridge.
- Initiative Bridge
- An Action Plan
Step One: Navigate to an Initiative Bridge within your MetaCX application.
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. Then, select 'Pin to Overview'
The Action Pin Card will change color slightly and you will see an Orange pin indicating the Action Plan Card has been pinned to the Initiative Bridge Overview.
Step Four: Click on 'Overview' in the side navigation to view the newly pinned Action Plan on the Bridge Overview page.