Add an initiative

Create initiatives and manage them through maturity and completion. Lead users with the feature flag access to Initiatives have the ability to create and manage initiatives.

1. Click the Initiatives tab in left navigation bar

2. Click the Add initiative button

1. Input all required information

2. Click the Add initiative button in the modal

1. View the new initiative in the initiatives table

To add additional details to an initiative once it's created, click that initiative's name in the table to be taken to the workspace. Lead users can edit general and financial details for an initiative from the details page. Tasks, documents, and a team of users can be added to an initiative.