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Initiatives

Initiatives organize your projects and showcase the goals your company is working towards alongside their progress.

Initiatives on our Linear workspace

What is an Initiative?

An Initiative is a manually curated list of projects (similar to our previous iteration of Roadmaps). All Initiatives are presented within a single Initiatives view at the workspace level. Their purpose is to express the goals and objectives that an organization is trying to accomplish and to monitor how they are progressing. This enables you to plan work at a high level, spanning across multiple projects and long timelines.

Leadership and managers can head to the top-level Initiatives view in their Linear workspace to get a quick overview of what goals and objectives are in progress and how they are progressing. They can assess this without the need to drill down into the project level. For example, Karri from the Linear team can easily navigate to our Initiatives view to get an overview of our current goals and the progress being made.

How does an Initiative differ from a Roadmap?

The key differentiators between Roadmaps and Initiatives are:

  • Top-Level Summary: Initiatives roll up all project updates within the Initiative into a top-level summary.
  • Lifecycle Management: Initiatives can be active or completed, allowing them to be retired and made invisible without the need to delete or archive.
  • Initiatives View: The top-level Initiatives view displays a summary for each Initiative, the initiative owner, and a quick summary of the number of projects and the health status of each.
  • Overview Page: Initiatives have an overview page which contains the following:
    • Status Property: Indicates if an Initiative is Planned, Active, or Completed.
    • Initiative Owner: Initially set to the creator of the Initiative but can be changed to another workspace member.
    • Target Date: The expected completion date of the Initiative.
    • Documents or Link Attachments: Relevant documents or links associated with the Initiative.
    • Descriptions: Both short and long descriptions for providing detailed information.
    • Opinionated Project List: Option to create a curated list of projects from within the Initiative to draw attention to.

What has happened to Roadmaps?

In place of the Roadmaps view, you will now see a Projects view for your workspace. From here, you can view all Projects in your workspace. You can also create filtered views of these Projects and save these views so that they are visible to all members of your workspace. These views will exist as tabs within this Projects view.

Your previous Roadmaps now exist as Initiatives on your Linear workspace.

What are some example use cases for Initiatives?

  • Engineering managers might look at a pipeline view to help them manage immediately upcoming staffing needs
  • Product leaders may want to use and revise a scenario plan across multiple quarters
  • Marketing leaders might look at a release calendar filtered only on projects that require serious GTM communication
  • Product leaders may want to see an overview of all larger asks from customers that are currently being prioritized and actively worked on

How to get started with Initiatives?

Head to the top-level “Initiatives” view in your workspace to view existing Initiatives. Here, you will see a list of all Initiatives on your workspace alongside their short summary, owner, a summary of the number of Projects within, and their health status. You can also create a new Initiative from here. All your previous roadmaps will show here as Initiatives.

All you need to create an Initiative is an Initiative name. The creator of the Initiative will automatically be assigned as the Initiative owner but this can easily be changed at a later stage.

The long description in the Initiative overview page is a great location to provide further detail regarding the overall Initiative and the Projects within for anyone visiting this page. You can also add documents and link attachments from here and change Initiative properties such as the status, owner, and target date.