Adding an Initiative in Propel #
In Propel, there are two primary places where initiatives can be created.
Initiatives represent:
- major strategic priorities
- projects
- or operational focuses inside the business.
Option 1: Add an Initiative from the Initiatives Module #
The most common place to create initiatives is directly inside the:
- Initiatives Module
To begin:
- Click Initiatives on the left-hand navigation bar
- This opens the Initiative Dashboard
This is typically where organizations:
- build quarterly priorities
- Create annual planning initiatives
- organize strategic projects
- and map out execution plans.
Creating a New Initiative #
To add an initiative:
- Click the button in the upper right-hand corner
- Complete the initiative information
Users can enter:
- initiative name
- description
- tags
- owner
- shared users
- meeting series connections
Tags & Organization #
Tags act as:
- a customizable organizational system
Organizations often use tags for:
- departments
- priorities
- quarters
- strategic themes
- or project categories.
Tags are color-coded to help visually organize initiatives.
Ownership & Visibility #
Each initiative must have:
- an owner
Users can also:
- Share initiatives with additional individuals.
Important:
If an initiative is not shared with a user, they will not see it in their dashboard unless they are a Company Admin.
Company Admins can see:
- all initiatives across the organization.
Pinning Initiatives to Meetings #
Initiatives can also be pinned to:
- one or multiple meeting series
This allows initiatives to appear directly inside:
- recurring meetings
- leadership meetings
- departmental meetings
- or project meetings.
Most initiative details can be edited later, including:
- description
- tags
- sharing
- and meeting attachments
However:
- initiative name
- and ownership
…must be established when the initiative is created.
Option 2: Add an Initiative from a Meeting #
Initiatives can also be created directly inside a:
- Meeting Series
Inside the meeting:
- Navigate to the Initiatives section of the agenda
- Click Add Initiative
This is especially useful when:
- New ideas emerge during meetings
- Priorities need to be captured quickly
- Or teams want to “park” ideas for future planning.