|
| 1 | +--- |
| 2 | +title: Initiatives |
| 3 | +hide_title: true |
| 4 | +--- |
| 5 | + |
| 6 | +import Tags from '@site/src/components/Tags'; |
| 7 | + |
| 8 | +<div className="tag-wrapper"> |
| 9 | +# Group multiple projects using Initiatives |
| 10 | +<Tags |
| 11 | + tags={[ |
| 12 | + { name: "Pro", additionalClass: "pro" } |
| 13 | + ]} |
| 14 | + /> |
| 15 | +</div> |
| 16 | + |
| 17 | +Initiatives is designed to help you manage and track progress across multiple related projects under a unified objective. This feature is particularly useful if you need a high-level view of how various projects align with strategic goals. |
| 18 | + |
| 19 | +Use Initiatives when you need to: |
| 20 | +- Align multiple projects with a broader organizational goal. |
| 21 | +- Manage and monitor groups of related projects efficiently. |
| 22 | +- Provide stakeholders with an aggregated view of progress and status. |
| 23 | + |
| 24 | +## Enable Initiatives |
| 25 | + |
| 26 | +To start using Initiatives, you'll need to enable the feature: |
| 27 | + |
| 28 | +1. Go to [Workspace settings](/core-concepts/workspaces/overview#workspace-settings). |
| 29 | +2. Select the **Initiatives** tab on the right pane. |
| 30 | +3. Toggle on the **Enable Initiatives** option. |
| 31 | + |
| 32 | + |
| 33 | + |
| 34 | +Once enabled, you'll see an **Initiatives** option in the sidebar under **Workspace** section. |
| 35 | + |
| 36 | +## Create Initiatives |
| 37 | + |
| 38 | + |
| 39 | + |
| 40 | +Follow these steps to set up an Initiative: |
| 41 | + |
| 42 | +1. Navigate to the **Initiatives** section in the sidebar. |
| 43 | +2. Click the **Add Initiative** button on the top right of the screen. |
| 44 | +3. Provide the following details: |
| 45 | + - **Title**: Name your Initiative. |
| 46 | + - **Description**: Add context about the goal of the Initiative. |
| 47 | + - **Projects**: Select related projects to associate with the Initiative. |
| 48 | + - **Start and End Dates**: Define the timeline. |
| 49 | + - **Lead**: Assign a person responsible for the Initiative. |
| 50 | +4. Click **Create Initiative**. |
| 51 | + |
| 52 | +## View and manage Initiatives |
| 53 | + |
| 54 | +Once created, you can view all Initiatives in the **Initiatives** section on the sidebar. |
| 55 | + |
| 56 | + |
| 57 | + |
| 58 | + |
| 59 | +Selecting an Initiative opens its detailed view, which includes: |
| 60 | + |
| 61 | +### Progress overview |
| 62 | + |
| 63 | +  |
| 64 | + |
| 65 | + A progress bar indicating a visual representation of project progress categorized as: |
| 66 | + - Backlog |
| 67 | + - Unstarted |
| 68 | + - Started |
| 69 | + - Completed |
| 70 | + - Cancelled |
| 71 | + |
| 72 | + The percentages and counts for each category are automatically calculated based on the associated projects. |
| 73 | + |
| 74 | + :::tip |
| 75 | + Use Initiatives for a top-down view of progress. For detailed updates, navigate to individual projects. |
| 76 | + ::: |
| 77 | + |
| 78 | +### Projects list |
| 79 | + |
| 80 | +  |
| 81 | + |
| 82 | + A list of all associated projects, including: |
| 83 | + |
| 84 | + - Project names |
| 85 | + - Issue count and status |
| 86 | + - Assigned leads |
| 87 | + - Start and end dates |
| 88 | + :::info |
| 89 | + You cannot add or edit project updates directly from the Initiative view. |
| 90 | + ::: |
| 91 | + |
| 92 | +### Track Epics across projects |
| 93 | + |
| 94 | +  |
| 95 | + |
| 96 | +With Initiatives, you can bring together Epics from different projects into a single, high-level view. This helps you track progress across multiple workstreams in one place, giving you a clear picture of how everything is moving forward. |
| 97 | + |
| 98 | +Here’s how it helps: |
| 99 | + |
| 100 | +- Group related Epics from different projects under one Initiative to keep everything connected. |
| 101 | +- Get a centralized view of progress, dependencies, and blockers across multiple projects. |
| 102 | +- No more jumping between projects—track and manage Epics in one place. |
| 103 | + |
| 104 | +After you create an Initiative and add Epics from any project. From there, you can monitor overall progress, update statuses, and ensure everything stays on track. |
| 105 | + |
| 106 | +This is perfect for cross-functional teams working on company-wide objectives, product launches, or any effort that spans multiple projects. |
| 107 | + |
| 108 | +### Properties, comments, and activity |
| 109 | + |
| 110 | +- The Info tab on the side panel of an Initiative provides a quick snapshot of key properties and metadata associated with the Initiative. |
| 111 | +  |
| 112 | + |
| 113 | +- Add comments to discuss updates or highlight issues. |
| 114 | +  |
| 115 | + |
| 116 | +- View the activity log for all updates related to the Initiative. |
| 117 | +  |
| 118 | + |
| 119 | + |
| 120 | +## Sort and filter Initiatives |
| 121 | + |
| 122 | +To make managing Initiatives easier, Plane provides options to filter and sort them based on various criteria: |
| 123 | + |
| 124 | +**Filter Initiatives**: |
| 125 | + |
| 126 | +- By the assigned lead with options to select multiple leads or search for a specific person. |
| 127 | +- Based on their start date. Quick options include "1 week from now," "2 weeks from now," "1 month from now," and a custom date selector. |
| 128 | +- Based on their target completion date, similar to the start date options. |
| 129 | + |
| 130 | +**Sort Initiatives**: |
| 131 | + |
| 132 | +- **Group By** |
| 133 | + Organize your Initiatives by categories like Lead or Created By. You can also choose "None" to view Initiatives in a flat list. |
| 134 | +- **Order By** |
| 135 | + Sort Initiatives manually, by the last created date, or by the last updated date to prioritize the most relevant ones. |
| 136 | + |
| 137 | +These filtering and sorting tools make it easier to focus on specific Initiatives or prioritize your view based on team needs. |
0 commit comments