Aligning Existing Action Plans to a Matrix

Problem

A single action plan may need to align to multiple matrices, examples:

  • Re-purposed from another project

  • Impacts multiple matrices

  • other...

 

Solution

There is no need to multiples of the same Action Plan

An action plan can be associated with multiple matrices

  • From the Edit Tab>North Priorities

  • Click Green Find button to find existing action plans

  • Select and click "Add to List"

Action Plan will now be a part of this matrix (as well as the other matrices it is also aligned with).

 


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