How to Manage your Action Plans from the dashboard

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 Manage your Action Plans from the dashboard. Please follow the step-by-step guide on 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.

Screen_Shot_2022-08-16_at_11.22.22_AM.png

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.