Create initiatives
Create an initiative, set dates and status, and link Key Results and projects.
Create initiatives
Create an initiative when several projects should roll up to one strategic outcome.
Before you start
Confirm:
- Which Key Results the initiative supports (optional but recommended for OKR traceability)
- Owner and contributing team
- Target date stakeholders expect
- Permission to create initiatives in the workspace
Create from Initiatives list
Open Initiatives from the workspace sidebar (/initiatives).
Click New initiative or +.
Enter title (required), description, and optional icon.
Set status — typically planned before work starts, active when delivery begins.
Choose owner, team, priority, and target date.
Link Key Results the initiative supports.
Save. Add projects and an initial status update from the initiative page.
Status values
Initiatives use: proposed, planned, active, completed, canceled. Default on create is planned.
Link projects
After creation:
- Open the initiative detail page.
- Add existing projects or create new ones from the projects section.
- Ensure each project has dates and milestones when delivery is underway.
Projects may belong to different teams while sharing one initiative.
Documents
Attach initiative-level documents for specs or decision logs — separate from project docs.
Permissions
Creating initiatives requires initiative create permission (capability initiatives plus role). If New initiative is disabled, ask a workspace admin.
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