This article will show you how to Add Task/Subtask to an Action Plan on a Stakeholders' Profile.
The following will need to have already been created in order to Add Task/Subtask to an Action Plan on a Stakeholders' Profile
Step One: Navigate to a Stakeholders' profile within your MetaCX instance. Then, click 'View Details' on the Outcome Card.
Step Two: Click on the 'Action Plan' tab in the left-hand navigation.
Step Three: Click the 'Three dot' menu >> 'View Details' on an action plan card.
Step Four: To add a new Task, type into the empty input displayed on the page.
Step Five: Click away or press “Enter” to save.
Step Six: To add additional task information, click the 'Three dot' menu >> 'View Details' on a task. Here you can assign users, add a due date, write a description, upload an asset and create a subtask.
To add a SubTask to a Task, type into the empty input displayed on the Task card. Click away or press “Enter” to save the input.
You are also able to add additional items of information to a SubTask by clicking on the (Three dot menu >> View Details) on any SubTask. The options for adding additional information are the same from the Task Menu with the exception of adding a SubTask.