Add or Delete an Initiative

To add an Initiative

1. Click on the Workspaces tab.
2. Click on the Workspace title with the Initiative to add.
3. Click  (Add).
4. Enter the name of the new Initiative.
5. Click Save.

To delete an Initiative

1. Click on the Workspaces tab.
2. Click on the Workspace title with the Initiative to delete.
3. Click (X) next to the title of an Initiative to delete it.
4. Click Confirm.

 Initiatives that contain Activity Templates cannot be deleted. You must first delete or reassign existing Activity Templates in an Initiative to delete the Initiative. Please review how to edit an Activity Template to reassign existing Activity Templates to another Workspace.