How to Add Task/Subtask to an Action Plan

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 Add Task/Subtask to an Action Plan. Please follow the step-by-step guide on how to Add Task/Subtask to an Action Plan.

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 “View Action Plan Details”.

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Step Five: To add a new task, type into the empty input displayed on the page.

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Step Six: Click away or press “Enter” to save.

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Step Seven: To edit additional task information, click the “three-dot” menu on a task. Here you can assign users, add a due date, write a description, and upload assets.

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