How to Manage your Action Plans from the dashboard

Overview

This article will show you how to Manage your Action Plans from the dashboard

Prerequisites:

The following will need to have already been created in order to Manage your Action Plans from the dashboard

  • Initiative
  • Initiative Bridge
  • An Action Plan
  • A Pinned Action Plan

Step-by-Step Guide:

This article will feature how to Manage your Action Plans from the dashboard

Step One: Navigate to Value >> Action Plans within MetaCX.

Here you will be able to view upcoming and overdue tasks as well as have quick access to Action Plans where you are a collaborator or owner.

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