Initiatives
Initiatives Overview
Last Updated: August 26, 2025Initiatives and Roadmaps in Propel Your Business What Are Initiatives? Initiatives are where the real work of the business happens. They represent major projects or priorities, broken down into actionable roadmap items that move the company closer to its goals. Managing Initiatives đź’ˇ Best Practice: Plan initiatives from this dashboard to see the big picture...
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.
How do I add an Initiative?
Last Updated: August 26, 2025How to Add an Initiative in Propel Your Business Step 1: Navigate to the Initiative Module Step 2: Add a New Initiative Step 3: Set Dates
How do I pin an Initiative to a Meeting Series?
Last Updated: August 26, 2025Pinning Initiatives to Meeting Series Sometimes you’ll want the roadmap items from a specific initiative to show up directly in your meeting series. This process is called pinning an initiative. You can do this in two main ways: 1. Pinning from Within a Meeting 2. Pinning from the Initiative Planning Module ✅ Key Takeaway:
How do I use Initiatives in a meeting?
Last Updated: August 26, 2025Why Use Initiatives and Roadmap Items Everyone uses initiatives and roadmap items a little differently, but the purpose is always the same:to help professional service providers (and company leaders) track, prioritize, and manage the work being done with clients. Documenting the Work This ensures work is clearly defined, assigned, and visible. Driving Accountability and Balance...
I completed an Initiative, how do I save it but remove from my dashboard?
Last Updated: August 26, 2025How to Archive an Initiative Archiving is useful when you’ve either completed an initiative or decided not to move forward with it. Step 1: Locate the Initiative Step 2: Archive the Initiative Step 3: View Archived Initiatives Step 4: Restore an Initiative (Optional) ✅ Tip: Archiving does not delete the initiative—it simply removes it from...
How do I filter Intiatives?
Last Updated: August 26, 2025How to Filter Initiatives Filtering initiatives helps you quickly find what you need—especially when you’re managing multiple projects or reviewing past work. Accessing the Initiative Dashboard Filtering Options Combining Filters You can use multiple filters at the same time. ✅ Tip: Filtering makes it easy to run quarterly reviews or team check-ins by focusing only...
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...
How do I add a roadmap item?
Last Updated: August 27, 2025Adding Roadmap Items You can add roadmap items to initiatives directly from the Initiatives module in the left-hand navigation bar. This is where initiatives are created, organized, and planned. Steps to Add Roadmap Items
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.