Pinning Initiatives to Meetings #
Inside Propel, initiatives are pinned to meeting series when teams want to:
- track progress
- drive execution
- improve accountability
- and keep strategic priorities visible during recurring meetings.
Why Pin Initiatives to a Meeting? #
Initiatives should be pinned to the meeting series where:
- execution is happening
- accountability conversations are taking place
- and progress is regularly reviewed.
This creates a centralized place for teams to:
- discuss work
- review roadmap items
- identify blockers
- and move priorities forward together.
Initiatives may represent:
- company priorities
- departmental projects
- quarterly objectives
- or individual responsibilities.
Visibility and Sharing Permissions #
When an initiative is pinned to a meeting series:
- individuals inside that meeting series gain visibility into the initiative.
This means:
- attendees can view roadmap items
- track execution
- and participate in accountability discussions.
Because of this, organizations should carefully consider:
- who attends the meeting
- and whether the initiative should be visible to that group.
If an initiative contains:
- sensitive information
- leadership discussions
- compensation details
- or confidential projects
…it should not be pinned to meeting series where broader visibility is not appropriate.
How to Pin an Initiative #
There are two primary ways to pin initiatives to meetings.
During Initiative Creation #
When creating an initiative, users can:
- select one or multiple meeting series
This automatically pins the initiative to those meetings.
This is the most common workflow during:
- quarterly planning
- annual planning
- or strategic project setup.
From Inside the Meeting Series #
Initiatives can also be pinned directly from the meeting itself.
Inside the Initiatives section of the meeting agenda:
- select Pin Initiative
- choose the initiative
- and attach it to the meeting series.
This is useful when:
- priorities change
- projects become relevant to a team
- or execution discussions need to move into a recurring meeting cadence.
Unpinning Initiatives #
If a team is no longer actively working on an initiative, it can be:
- unpinned from the meeting series.
Unpinning helps:
- reduce clutter
- keep meetings focused
- and ensure attendees only see the initiatives currently requiring discussion and accountability.
Best Practice #
A strong best practice inside Propel is to:
- pin only active initiatives requiring regular accountability.
This helps meetings stay:
- organized
- action-oriented
- and focused on execution.
Rather than reviewing every project in the business, teams can focus specifically on:
- current priorities
- near-term actions
- and initiatives requiring collaboration or follow-through.