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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 ‘Create’ on the Plans card on your Dashboard
  • Choose a name for your plan and press next
  • Then select a template (information on templates to come) or just choose an empty plan
  • Click ‘Create’

This will take you to your plan. To access the Plan Dashboard click on ‘Plans’ in the purple history section on the top of your screen and then click ‘View’ under the plan you wish to view. On the Plan Dashboard, depending on your plan package, 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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