How to Add an Initiative in Propel Your Business #

Step 1: Navigate to the Initiative Module #

• From the left-hand navigation bar, select Initiatives.
• This opens your Initiative Dashboard, where all initiatives are listed in alphabetical order.

Step 2: Add a New Initiative #

1. On the right-hand side, click Add Initiative.
2. Fill in the required details:
   • Name of the initiative
   • Description of what it covers
   • Owner (responsible person)
   • Shared Users (who else can view or edit)
   • Meeting Series to pin it to (you can select one or multiple series where this initiative will be worked on)

Step 3: Set Dates #

• Start Date: Choose when the initiative begins (you may set a future date).
• Target Due Date: This will later be auto-calculated from the last roadmap item’s due date within the initiative.