Action Plans
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. The following section have several articles on how to use Action Plans in MetaCX.
- How to Create an Action Plan
- How to View an Action Plan on a Bridge
- How to Add Task/Subtask to an Action Plan
- How to Pin an Action Plan on a Bridge
- How to Delete an Action Plan on a Bridge
- How to UnPin an Action Plan on a Bridge
- How to Archive an Action Plan on a Bridge
- How to Restore an Action Plan on a Bridge
- How to Manage your Action Plans from the dashboard