Initiatives

Use initiatives to group projects around company objectives, then organize them with status, priority, and labels so it’s easier to track what matters and review progress across your roadmap.

Overview⁠

All Initiatives are shown within a single Initiatives view at the workspace level. Their purpose is to express the goals and objectives an organization aims to achieve and to monitor progress towards those aims. This enables high-level planning across multiple projects and long timelines.

Using initiatives⁠

Leadership can use the top-level Initiatives view to see a quick overview of ongoing goals, objectives, and their progress. This allows them to assess overall progress without needing to drill down into each individual project.

Initiative properties help you sort, group, and filter initiatives as your roadmap grows, so you can quickly review proposed work, highlight top priorities, and organize related initiatives across themes.

Initiative labels and priority help organize curated, goal-oriented work, but they don’t replace project views.

• Use initiatives when you want an intentional set of projects tied to a shared objective.
• Use project views when you want work to be collected automatically based on filters.
• Labels are especially helpful for cross-cutting categories that don’t fit neatly into a single initiative hierarchy.

Who can see initiatives⁠

Initiatives are visible by all members of your workspace except for guests. There is no concept of a “private” Initiative—Initiatives are always shared workspace-wide. If a project belonging to a private team is added to an initiative, the project remains visible only to those in the private team but the Initiative is viewable by others.

Create an initiative⁠

To use initiatives in your workspace, enable them in Settings > Initiatives. You can create initiatives directly from the Initiatives page in the main app. Click “+” icon in the top-right corner, then add the initiative details to define the strategic effort and track the projects contributing to it.

Initiative properties⁠

Initiative properties help you organize, prioritize, and review strategic work across your workspace. Use them to make initiatives easier to scan in lists, easier to evaluate during planning, and easier to group into focused views. Together, these properties make it easier to filter, group, and review initiatives in the way that best fits your planning process.

Status⁠

Communicate the current stage of the initiative using available statuses—Proposed, Planned, Active, Completed, or Canceled. Keep status up to date so stakeholders can quickly understand what is being considered, what is in progress, and what is no longer moving forward.

Priority⁠

Highlight the level of importance of an initiative relative to other work. Use priority to focus planning discussions, sort strategic work, and identify the initiatives that need the most attention.

Labels⁠

Labels add flexible, cross-cutting categories to initiatives. Use them for dimensions that do not fit neatly into a single hierarchy, such as product line, region, company goal, planning period, or other strategic themes.

You can manage initiative labels from the Labels section in Workspace Settings > Initiatives. Use labels to organize initiatives across flexible categories such as product line, region, company goal, or planning period.

Owner⁠

Identifying one person responsible for driving the initiative forward makes accountability clear and helps teams know who to follow up with for decisions or updates.

Target date⁠

Target date shows when the initiative is expected to be completed. Use it to track timing, compare planned work across quarters, and identify initiatives that may need attention.

Resources⁠

Provide quick access to related context, such as documents or links. Use them to keep supporting materials attached to the initiative.

Latest update⁠

Refer to Initiative and Project updates to learn more.

Description⁠

Use the description section to capture the purpose, scope, and context behind the initiative. This section allows you to document what the initiative is meant to achieve and how it should be understood by others.

Projects⁠

show the work streams contributing to the initiative. Use them to connect strategic goals to execution and monitor how supporting work is progressing.

Initiative views⁠

Initiative views let teams save filtered ways of looking at initiatives. We extend that by letting those saved views appear as tabs within the initiative. That means teams can organize initiative work with focused views at the workspace level, and over time also surface views directly on an initiative itself for faster navigation and context.

Initiative health and projects⁠

When viewing Initiatives, use the Initiative Health and Active projects columns to quickly assess how work is progressing.

Initiative Health shows whether the latest initiative update indicated work was on track, at risk, or off track. Click on it to read the full update.

Active Projects rolls up data for individual projects in the initiative (including projects from any sub-initiatives) based on each project’s latest project update. These are color coded, and clicking on them shows the associated updates:

• Green: On track
• Yellow: At risk
• Red: Off track
• Gray: No current update

For projects marked as at risk or off track, consider commenting and to check in and offer assistance. For projects without a recent update, you can mention the project lead to check for any missed updates or potential blockers. Read more about Project and Initiative Updates here.

Initiative graph⁠

Each curve on an initiative graph represents the rate of completed issues within a single project in that initiative -- rising during periods of high activity and leveling off during quieter periods or after project completion. Hover over the x-axis to see your most active projects in a given week, or focus one at a time.