Manage Initiatives

Manage Initiatives allows you find, add and edit an Initiative. See Navigating the Workspaces Tab for more information about Initiatives and how they are used.  

How to find an Initiative

1. Click on the Admin tab
2. Click on the Workspaces subtab
3. Click on Initiatives
4. Use the search filters to filter by
1. Name: Enter text that contains part of the name of the Initiative
2. Workspace: Select a Workspace to display Initiatives within that workspace
3. Show only active: Select this box to exclude inactive (i.e. deleted) Initiatives, which are orange  colored and display the red deleted text next ot them.
5. Click Filter
6. The list of Initiatives will be filtered to show your search results

Edit an Initiative

1. Click  > Update next to the Initiative
2. The right column of the page will change to "Update Initiative".  You may change the following:
1. Name: Change the name of the Initiative
2. Workspace: Select a new Workspace to move the initiative

Add an Initiative

1. Locate the Add Initiative section at the right side of the page. Refresh the page and try again if it is not visible.
2. Enter a name for the new Initiative
3. Select a Workspace from the list.  
4. Click Add

Related Articles

• Navigating Workspaces Administration
• Navigating the Workspaces Tab
• Manage Workspaces
• Manage Initiatives
• Manage Activity Templates
• Add an Activity Template
• Edit an Activity Template
• Using the Executive Dashboard
• Using the Activity Report