Initiatives—often referred to as projects—help your organization plan, track, and manage the key actions driving your strategic objectives forward.
Adding an Initiative
From the left navigation, click Elements.
Select Initiatives.
Click + Add Initiative.
Enter a Name (e.g., Add New Website).
Select an Owner from the dropdown menu.
Set a Start Date and End Date.
Click Save.
💡 Initiatives can be added to any Scorecard where you have permission. Once created, they appear instantly in your Scorecard and linked reports.
Editing an Initiative
From the left navigation, click Elements.
Select Initiatives.
Click the kebab menu (⋮) and select Edit Initiative.
Use the tabs in the right-hand drawer to manage your Initiative:
Update Fields – Make changes specific to the current reporting period (e.g., Status, Percent Complete, Analysis, Recommendations).
Edit Fields – Update static details such as Name, Owner, Reporting Frequency, or Dependencies.
Milestones – Add, edit, or delete milestones linked to the Initiative.
Links – Manage relationships with other elements (e.g., Objectives, Measures, Key Results).
Notifications – Adjust notification settings for any change, edit, or update.
Click Save.
💡 Use Update Fields for period-based reporting and Edit Fields for long-term Initiative details.
Editing an Initiative on a Detail Page
From the left navigation, click Elements.
Select Initiatives.
Open the Initiative you want to work with.
Click the kebab menu (⋮) and select Edit Element.
Navigate between tabs (Update Fields, Edit Fields, Milestones, Links, Notifications) as needed.
Click Save when finished.
💡 Edits made from a detail page are reflected immediately across linked reports and dashboards.
Managing Milestones
From the Initiative Edit Drawer, navigate to the Milestones tab.
Click + Add Milestone to add new milestones.
Enter milestone details such as Name, Owner and Due Date.
Click Save.
💡 Milestones help track project deliverables and can be updated directly from the Initiative’s Milestones tab or through the Manage Milestones page.
Bulk Editing Initiatives
Check the boxes next to the Initiatives you want to update.
Select Edit Multiple from the toolbar.
Choose which fields to update and apply new values.
Click Save when finished.
💡 Bulk editing saves time by allowing you to apply ownership, frequency, or progress updates to multiple Initiatives simultaneously.