Company initiatives typically describe how the company is planning on reaching its overarching company goals. Teams across the organisation join relevant initiatives and start creating the Key Activities that will help complete the initiative.
There are two ways to add Key Activities to an initiative.
1) Through the initiative overview page
It's possible to add Key Activities to an initiative directly via the initiative overview page. Key Activities added in this way will populate the team selected as the owner of the Key Activity.
Go to the initiative overview page, scroll down to the table with individual Key Activities, and click on "Create Key Activity."
Select the team that you want to create the Key Activity for.
Important note:
Key Activities are always part of a specific team that is joined to the initiative. As a first step of adding Key Activities in this way you therefore have to select which team the Key Activity will be added to. You will only see teams that you are a member of (including teams below your own if you have leader permissions, AND additionally these teams need to have been joined to the initiative to be visible here.
Troubleshoot:
You only see teams that you are a member in AND that are joined to the initiative. If you are not seeing the team you are looking for, check the following:
Make sure the team is joined to the initiative.
2) Through the team
You can also create Key Activities in the team and tag them with the correct initiative tag.
Click on Add Activity in the tab "Key Activities" on the Team Overview page. Fill in the details of the Key Activity and select the correct initiative
Note that you will only see initiatives that the team has joined. See below how you join the team to an initiative.
Troubleshoot:
You only see initiative tags for initiative that have been joined to the team. If you are missing an initiative, go to the initiative overview page and join your team!
WHY & VALUE
✔︎ Plan Key Activities in your initiatives directly in the initiative overview page. Use this function when you are in cross-functional meetings with the stakeholders of the initiative
✔︎ Plan Key Activities that support an initiative directly in your team sprint when you are in planning sessions with your team.