Pinning Initiatives to Meeting Series #
Sometimes you’ll want the roadmap items from a specific initiative to show up directly in your meeting series. This process is called pinning an initiative. You can do this in two main ways:
1. Pinning from Within a Meeting #
- While in a meeting, go to the Agenda Bar and select Initiatives.
- On the right-hand side, click Pin Initiatives.
- You’ll see a list of initiatives that you are:
- The owner of, or
- Shared on.
(Note: Depending on your permissions, you may not see every initiative in the company instance—only those you’re included in.)
- Select the initiatives you’d like to pin. Once pinned:
- Their roadmap items will appear in the meeting series.
- Items display in order of their target due date.
- Each time you pin, the system will remind you who else will gain visibility. This ensures you don’t accidentally share roadmap items with participants who shouldn’t see them.
- To filter and focus on just one initiative, use the initiative filter at the top of the agenda.
2. Pinning from the Initiative Planning Module #
- Go to the left-hand navigation bar and select Initiatives.
- When adding a new initiative, you can immediately choose which meeting series to pin it to.
- For existing initiatives:
- Find the initiative, click the three dots on the right-hand side, and choose Edit.
- From here, you can add or remove the initiative from one or more meeting series.
✅ Key Takeaway:
- Use the meeting agenda pinning option when you’re in-session and want immediate visibility.
- Use the planning module pinning option when organizing initiatives outside of meetings.