Creating an initiative is the first step in setting up your strategic plan. Follow this guide to lay the foundation for your strategic plan in howwe!
Create Initiative
To create an Initiative go to Company > All Initiatives > Create Initiative > fill out Initiative info > Press Ok > Done ✅
Create Sub-Initiative
To create a Sub-Initiative go to Company > All Initiatives > Select the initiative where you'd like to add a sub-initiative > Press three-dot menu > + Create Sub-initiative > fill out sub-Initiative info > Create > Done ✅
Move initiative from Other Initiative to Company Initiative
After Creating an Initiative, your new initiative will appear under Other Initiatives. You can start working on it right away and add sub-initiatives.
Want to move the initiative to Company Initiatives? Simply reach out at [email protected] or use the chat in the bottom right corner.