Initiative 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:
- Company Admins
- leadership teams
- project managers
- and organizations managing a large number of initiatives.
Why Filters Matter #
Company Admins can view:
- all initiatives across the organization
…regardless of:
- ownership
- or sharing permissions.
As organizations grow, filters help users:
- reduce dashboard clutter
- quickly locate priorities
- organize planning work
- and review progress across departments or teams.
Available Initiative Filters #
Initiative Name #
Users can search for:
- a specific initiative by name
This is useful when:
- looking for a particular project
- locating strategic priorities
- or reopening archived work.
Owner Filter #
The Owner filter allows users to search initiatives based on:
- the initiative owner
This is commonly used to:
- review workload by leader
- manage accountability
- or evaluate departmental execution.
Shared With Filter #
Users can also search initiatives by:
- who the initiative is shared with
This helps identify:
- collaborative projects
- cross-functional work
- or initiatives involving specific team members.
Active vs Archived Initiatives #
By default, the dashboard displays:
- active initiatives only.
However, users can also filter for:
- archived initiatives
- or completed initiatives.
Archiving initiatives helps:
- keep dashboards clean
- reduce visual clutter
- preserve historical records
- and maintain focus on current priorities.
This is especially useful during:
- quarterly planning
- annual planning
- or strategic reviews.
Tag Filtering #
Tags are:
- customizable
- color-coded
- organizational labels.
Organizations use tags to categorize initiatives by:
- department
- strategic priority
- quarter
- initiative type
- leadership owner
- or operational area.
Example:
- “Financials”
- “Sales”
- “Operations”
- “People”
- “Q1 Priorities”
Tag filtering allows users to instantly group related initiatives together.
End Date Filtering #
The dashboard also allows filtering by:
- initiative end date
- or date range.
This is useful for:
- identifying upcoming deadlines
- reviewing quarterly priorities
- planning future workload
- or checking what initiatives are due during a specific timeframe.
Example use cases:
or projects closing this month.
initiatives due next quarter
overdue initiatives