Add tasks to an initiative

As a Lead user, you have the ability to create and add tasks to active initiatives. By adding tasks to an initiative, you can track all necessary checkpoints for a task from review, to approval, to completion.

1. Navigate to the initiative's detail page

2. Click the Tasks tab

1. Click the Add task button

2. Choose the Add task option in the drop down

1. Input all required information (optional fields information is below)

2. Click the Add task button on the modal

1. View, add, edit, or delete the task in the table

Optional fields Actor, Reviewer, Approver, and Prerequisite task

• Prerequisite Task: A Prerequisite Task is a task that must be completed immediately before this task can begin. Defining a prerequisite will show the dependency in Workflow view and enable visibility into the critical path for the Initiative.

• Actor: Adding an Actor will determine the user that is responsible for completing that task. Once a task is completed it will move to the reviewer if there is a reviewer assigned to it.

• Reviewer: Adding a Reviewer will determine the user that is responsible for reviewing the task after the actor has completed it. Once a task has been reviewed it will move to the approver if there is an approver assigned to it.

• Approver: Adding an Approver will determine the user that will approve the task once it has been completed and reviewed.