Initiatives
Collaboration Tool
Last Updated: February 10, 2026Using the Collaboration Tool on Roadmap Items The Collaboration Tool is designed to help teams communicate, track progress, and keep all related work connected while executing on specific roadmap items. Where to Find the Collaboration Tool The Collaboration Tool is available in two places: In both locations, the collaboration panel appears directly within the roadmap...
Initiatives Overview
Last Updated: May 20, 2026The Initiatives Module in Propel The Initiatives module in Propel is where strategy turns into execution. This module helps organizations: Initiative Structure Overview The Initiatives module is built in three levels: This creates a structured execution system that connects: The Initiative Dashboard When opening the Initiatives module, users land on the: What users see depends...
Initiative and Roadmap Item Templates
Last Updated: August 28, 2025Template: Use this document to upload Initiatives and Roadmap Items Cutting and Pasting Initiatives and Roadmap Items Propel Your Business allows you to upload templates for both initiatives and roadmap items, making it easy to duplicate, adjust, or bulk-load information. Exporting and Importing Initiatives 👉 This generates a template of your initiatives. From here, you...
What are the two different places in software to access Initiatives and when do I use each?
Last Updated: August 26, 2025Where Initiatives Appear in Propel Your Business Initiatives show up in two main places within the software: 1. The Initiative Dashboard (Planning View) 2. Initiatives in Meetings (Execution View) ✅ Quick Tip:Use the Initiative Dashboard when you’re planning and building.Use Initiatives in Meetings when you’re tracking and prioritizing client work.
Adding An Initiative
Last Updated: May 20, 2026Adding an Initiative in Propel In Propel, there are two primary places where initiatives can be created. Initiatives represent: Option 1: Add an Initiative from the Initiatives Module The most common place to create initiatives is directly inside the: To begin: This is typically where organizations: Creating a New Initiative To add an initiative: Users...
Pinning An Initiative To A Meeting Series
Last Updated: May 20, 2026Pinning Initiatives to Meetings Inside Propel, initiatives are pinned to meeting series when teams want to: Why Pin Initiatives to a Meeting? Initiatives should be pinned to the meeting series where: This creates a centralized place for teams to: Initiatives may represent: Visibility and Sharing Permissions When an initiative is pinned to a meeting series:...
Useing Initiatives In A Meeting
Last Updated: May 20, 2026Initiatives in Meetings Although initiatives can be created and managed directly inside the Propel Initiatives module, they are most commonly used within meetings to help drive: Initiatives as Part of the Meeting Agenda Inside a Meeting Series, initiatives appear directly within the meeting agenda. This allows teams to: Initiatives pinned to the meeting series appear...
Archiving Initiatives
Last Updated: May 20, 2026Archiving Initiatives in Propel Inside Propel, initiatives can be archived once all roadmap items and related work have been completed. Archiving helps organizations: When to Archive an Initiative An initiative is typically archived when: Rather than deleting completed work, Propel uses archiving so organizations can: How to Archive an Initiative To archive an initiative: Once...
Filtering Intiatives
Last Updated: May 20, 2026Initiative Dashboard Filters in Propel Inside the Propel Initiatives module, the Initiative Dashboard includes a series of filters designed to help users quickly locate and organize initiatives. These filters are especially valuable for: Why Filters Matter Company Admins can view: …regardless of: As organizations grow, filters help users: Available Initiative Filters Initiative Name Users can...
I can’t assign team members to Initiatives or Roadmap items.
Last Updated: August 27, 2025Why You May Not Be Able to Share or Assign in Propel Your Business Sometimes you may try to share an initiative or assign a roadmap item and find that the person you’re looking for doesn’t appear as an option. Common Cause Example – Sharing an Initiative Example – Assigning a Roadmap Item What to...
Adding A Roadmap Item
Last Updated: May 20, 2026Adding Roadmap Items in Propel Inside Propel, roadmap items represent the specific actions required to complete an initiative. Roadmap items are the execution layer underneath an initiative and help teams: What Is a Roadmap Item? An initiative is the high-level priority or project. A roadmap item is: …required to complete that initiative. Examples: Each roadmap...
How do I filter roadmap items by due date?
Last Updated: August 27, 2025Using Roadmap Items in Meetings When you’re in a meeting and open the Initiatives section of the agenda, your roadmap items appear below, automatically sorted by target due date. If an Initiative is Missing Organizing Roadmap Items Using Filters Filters make it easier to focus on the right work: This view helps you: 👉 Tip:...
How do I change the target due date of a roadmap item in a meeting?
Last Updated: August 27, 2025Changing Target Due Dates for Roadmap Items When you’re in a meeting and open the Initiatives section of the agenda, your roadmap items appear on the dashboard. You can update the target due date in two simple ways: 👉 Both methods update the schedule, so choose whichever is most convenient during your meeting.
How do I edit a roadmap item in a meeting?
Last Updated: August 27, 2025Editing a Roadmap Item When you’re in a meeting and open the Initiatives section of the agenda, you’ll see your Roadmap Item Dashboard. You can edit a roadmap item in two ways: 👉 Both options let you quickly update roadmap items during meetings to keep progress current and accurate.