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3.1 How to create an Action Plan

Action Plans help companies/organisations create route maps for realising their sustainability vision. To create a new Action Plan:

  • Click on the Plans card on your Dashboard
  • Add new Plan
  • Choose a name for your plan 
  • Then select a template
  • Click create

When you land on the Plan Dashboard, you can:

  • Edit your plan name, plan image
  • Duplicate your plan or delete it
  • Manage generated documents
  • Invite Members, Viewers and Manage Members and Guests

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