From 6eb33a213fbda315b9a68c6d76053a927ae56915 Mon Sep 17 00:00:00 2001 From: danciaclara Date: Tue, 7 Jan 2025 17:56:12 +0530 Subject: [PATCH 1/3] Initiatives --- docs/core-concepts/projects/initiatives.mdx | 123 ++++++++++++++++++ .../core-concepts/projects/project-states.mdx | 2 +- sidebars.ts | 1 + 3 files changed, 125 insertions(+), 1 deletion(-) create mode 100644 docs/core-concepts/projects/initiatives.mdx diff --git a/docs/core-concepts/projects/initiatives.mdx b/docs/core-concepts/projects/initiatives.mdx new file mode 100644 index 0000000..fe3215e --- /dev/null +++ b/docs/core-concepts/projects/initiatives.mdx @@ -0,0 +1,123 @@ +--- +title: Initiatives +hide_title: true +--- + +import Tags from '@site/src/components/Tags'; + +
+# Group multiple projects using Initiatives + +
+ +Iniiatives 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. + +Use Initiatives when you need to: +- Align multiple projects with a broader organizational goal. +- Manage and monitor groups of related projects efficiently. +- Provide stakeholders with an aggregated view of progress and status. + +## Enable Initiatives + +To start using Initiatives, you'll need to enable the feature: + +1. Go to [Workspace settings](/core-concepts/workspaces/overview#workspace-settings). +2. Select the **Initiatives** tab on the right pane. +3. Toggle on the **Enable Initiatives** option. + +![Enable Initiatives](https://media.docs.plane.so/initiatives/enable-initiatives.webp#center) + +Once enabled, you'll see an **Initiatives** option in the sidebar under **Workspace** section. + +## Create Initiatives + +![Create Initiatives](https://media.docs.plane.so/initiatives/create-initiatives.webp#center) + +Follow these steps to set up an Initiative: + +1. Navigate to the **Initiatives** section in the sidebar. +2. Click the **Add Initiative** button on the top right of the screen. +3. Provide the following details: + - **Title**: Name your Initiative. + - **Description**: Add context about the goal of the Initiative. + - **Projects**: Select related projects to associate with the Initiative. + - **Start and End Dates**: Define the timeline. + - **Lead**: Assign a person responsible for the Initiative. +4. Click **Create Initiative**. + +## View and manage Initiatives + +Once created, you can view all Initiatives in the **Initiatives** section on the sidebar. + +![View Initiatives](https://media.docs.plane.so/initiatives/view-initiatives.webp#center) + + +Selecting an Initiative opens its detailed view, which includes: + +### Progress overview + + ![Progress overview](https://media.docs.plane.so/initiatives/progress-overview.webp#center) + + A progress bar indicating a visual representation of project progress categorized as: + + - Overdue + - Backlog + - Unstarted + - Started + - Completed + - Cancelled + + The percentages and counts for each category are automatically calculated based on the associated projects. + + :::tip + Use Initiatives for a top-down view of progress. For detailed updates, navigate to individual projects. + ::: + +### Projects list + + ![Projects list](https://media.docs.plane.so/initiatives/projects-list.webp#center) + + A list of all associated projects, including: + + - Project names + - Issue count and status + - Assigned leads + - Start and end dates + :::info + You cannot add or edit project updates directly from the Initiative view. + ::: + +### Properties, comments, and activity + +- The Info tab on the side panel of an Initiative provides a quick snapshot of key properties and metadata associated with the Initiative. + ![Initiative properties](https://media.docs.plane.so/initiatives/properties.webp#center) + +- Add comments to discuss updates or highlight issues. + ![Initiative comments](https://media.docs.plane.so/initiatives/comments.webp#center) + +- View the activity log for all updates related to the Initiative. + ![Initiative activity](https://media.docs.plane.so/initiatives/activity.webp#center) + + +## Sort and filter Initiatives + +To make managing Initiatives easier, Plane provides options to filter and sort them based on various criteria: + +**Filter Initiatives**: + +- By the assigned lead with options to select multiple leads or search for a specific person. +- 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. +- Based on their target completion date, similar to the start date options. + +**Sort Initiatives**: + +- **Group By** + Organize your Initiatives by categories like Lead or Created By. You can also choose "None" to view Initiatives in a flat list. +- **Order By** + Sort Initiatives manually, by the last created date, or by the last updated date to prioritize the most relevant ones. + +These filtering and sorting tools make it easier to focus on specific Initiatives or prioritize your view based on team needs. diff --git a/docs/core-concepts/projects/project-states.mdx b/docs/core-concepts/projects/project-states.mdx index e9aa949..6a4fa5a 100644 --- a/docs/core-concepts/projects/project-states.mdx +++ b/docs/core-concepts/projects/project-states.mdx @@ -1,5 +1,5 @@ --- -title: State Of Projects +title: Project states hide_title: true --- diff --git a/sidebars.ts b/sidebars.ts index b55d376..406f9d9 100644 --- a/sidebars.ts +++ b/sidebars.ts @@ -74,6 +74,7 @@ const sidebars: SidebarsConfig = { 'core-concepts/issues/issue-types', 'core-concepts/issues/time-tracking', 'core-concepts/issues/timeline-dependency', + 'core-concepts/projects/initiatives', 'core-concepts/export', ], }, From c525494582033ec32220d18b7a0ab5d60a4ae682 Mon Sep 17 00:00:00 2001 From: danciaclara Date: Tue, 7 Jan 2025 19:18:52 +0530 Subject: [PATCH 2/3] minor fix --- docs/core-concepts/projects/initiatives.mdx | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/core-concepts/projects/initiatives.mdx b/docs/core-concepts/projects/initiatives.mdx index fe3215e..9a7e21b 100644 --- a/docs/core-concepts/projects/initiatives.mdx +++ b/docs/core-concepts/projects/initiatives.mdx @@ -14,7 +14,7 @@ import Tags from '@site/src/components/Tags'; /> -Iniiatives 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. +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. Use Initiatives when you need to: - Align multiple projects with a broader organizational goal. From d310990ad6892ebf9918a7a2d593cb968264aea9 Mon Sep 17 00:00:00 2001 From: danciaclara Date: Wed, 12 Feb 2025 15:30:29 +0530 Subject: [PATCH 3/3] Add Epics --- docs/core-concepts/projects/initiatives.mdx | 18 ++++++++++++++++-- 1 file changed, 16 insertions(+), 2 deletions(-) diff --git a/docs/core-concepts/projects/initiatives.mdx b/docs/core-concepts/projects/initiatives.mdx index 9a7e21b..3676da4 100644 --- a/docs/core-concepts/projects/initiatives.mdx +++ b/docs/core-concepts/projects/initiatives.mdx @@ -63,8 +63,6 @@ Selecting an Initiative opens its detailed view, which includes: ![Progress overview](https://media.docs.plane.so/initiatives/progress-overview.webp#center) A progress bar indicating a visual representation of project progress categorized as: - - - Overdue - Backlog - Unstarted - Started @@ -91,6 +89,22 @@ Selecting an Initiative opens its detailed view, which includes: You cannot add or edit project updates directly from the Initiative view. ::: +### Track Epics across projects + + ![Add Epics](https://media.docs.plane.so/initiatives/add-epics.webp#center) + +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. + +Here’s how it helps: + +- Group related Epics from different projects under one Initiative to keep everything connected. +- Get a centralized view of progress, dependencies, and blockers across multiple projects. +- No more jumping between projects—track and manage Epics in one place. + +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. + +This is perfect for cross-functional teams working on company-wide objectives, product launches, or any effort that spans multiple projects. + ### Properties, comments, and activity - The Info tab on the side panel of an Initiative provides a quick snapshot of key properties and metadata associated with the Initiative.