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 on a Stakeholders' Profile
How to View an Action Plan on an Initiative Bridge
How to Add Task/Subtask to an Action Plan on a Stakeholders' Profile
How to Pin an Action Plan on an Initiative Bridge
How to Remove and Delete an Action Plan on an Initiative Bridge
How to UnPin an Action Plan on an Initiative Bridge
How to Archive an Action Plan on an Initiative Bridge
How to Restore an Action Plan on a Bridge
How to Manage your Action Plans from the dashboard