Initiatives
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...
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...
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...
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:...
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...
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...
Uploads: Initiative and Roadmap Item Templates
Last Updated: May 29, 2026Template: Use this document to upload Initiatives and Roadmap Items Uploading Initiatives and Roadmap Items Propel allows you to quickly upload initiatives, roadmap items, or both at the same time using Excel or Google Sheets templates. Templates can be found in the written documentation associated with this feature. Accessing the Upload Tool From the Initiatives...
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...
Editing Roadmap Items
Last Updated: May 29, 2026Editing a Roadmap Item Roadmap items can be edited from either the Meetings module or the Initiatives module. To edit a roadmap item, first locate the roadmap item you wish to update. Then click the three dots on the right-hand side of the roadmap item and select Edit. From the Edit screen, you can modify...
Filtering Roadmap Items
Last Updated: May 29, 2026Filtering & Organizing Roadmap Items Roadmap items are automatically organized by their target due date, making it easy to focus on the work that requires attention next. Within an initiative, roadmap items can be sorted, filtered, and searched to help teams manage priorities and execution more effectively. Default Sorting By default, roadmap items are displayed...
Archiving Roadmap Items
Last Updated: May 29, 2026Archiving Roadmap Items When a roadmap item has been completed, it should be archived rather than deleted. Archiving removes the roadmap item from your active working view while preserving its history, activity, and documentation for future reference. This helps maintain a complete record of work completed within an initiative. Why Archive Instead of Delete? Archiving...
Collaboration Tool
Last Updated: May 29, 2026Using the Collaboration Tool on Roadmap Items The Collaboration Tool is designed to help teams communicate, track progress, and keep all related work connected as they execute 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...
I can’t assign team members to Initiatives or Roadmap items.
Last Updated: May 29, 2026Unable to Share an Initiative or Roadmap Item If you’re unable to assign, share, or select an individual when creating or editing an initiative or roadmap item, the most common reason is that the user is not active in Propel. Verify the User Is Active When sharing an initiative or assigning a roadmap item, only...
Changing a target due date of a roadmap item in a meeting.
Last Updated: May 29, 2026Updating a Roadmap Item Due Date Roadmap item due dates can be updated at any time to reflect changing priorities, timelines, or project requirements. To change a roadmap item’s due date, you must have permission to edit the roadmap item or the initiative it belongs to. If you do not have edit access, you will...