How to Archive an Action Plan on an Initiative Bridge

Overview

This article will show you how to Archive an Action Plan on an Initiative Bridge

Prerequisites:

The following will need to have already been created in order to archive an action plan on an Initiative Bridge.

  • Initiative
  • Initiative Bridge
  • An Action Plan

Step-by-Step Guide:

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. Then, click 'Archive' to archive the action plan.

Screenshot_2023-03-15_at_12.02.57_PM.png

Step Four: The action plan will be moved to the 'Archived' tab.

Screenshot_2023-03-15_at_12.03.08_PM.png

Have more questions? Submit a request