How to Filter Initiatives #

Filtering initiatives helps you quickly find what you need—especially when you’re managing multiple projects or reviewing past work.

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Accessing the Initiative Dashboard #

• Go to the left-hand navigation bar.
• Click on Initiatives.
• Here you’ll see all initiatives:
  • If you’re a Company Admin, you’ll see all initiatives across the business.
  • If not, you’ll only see initiatives you own or are shared on.

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Filtering Options #

1. Search by Initiative
   • Use the search bar to look up a specific initiative by name.
2. Filter by Owner
   • See all initiatives created by or assigned to a specific owner.
   • Example: Select Casey to view initiatives he owns.
3. Filter by Shared Participants
   • View initiatives that are shared with one or multiple people.
4. Filter by Status
   • Active Initiatives – shows current, ongoing projects.
   • Archived Initiatives – useful for reviewing completed or discontinued initiatives.
5. Filter by Date Range
   • Narrow results to initiatives started or completed within a specific timeframe.
   • Example: Select last quarter + archived to review initiatives completed in that period.

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Combining Filters #

You can use multiple filters at the same time.

• Example: See archived initiatives from last quarter created by a specific owner.

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✅ Tip: Filtering makes it easy to run quarterly reviews or team check-ins by focusing only on the initiatives that matter most in that context.