The Initiatives Module in Propel #
The Initiatives module in Propel is where strategy turns into execution.
This module helps organizations:
- organize priorities
- manage projects
- assign accountability
- track progress
- and connect operational work directly to business health and enterprise value growth.
Initiative Structure Overview #
The Initiatives module is built in three levels:
- Initiatives → the high-level strategic priority
- Roadmap Items → the major actions required to complete the initiative
- Tasks → detailed action items assigned to individuals
This creates a structured execution system that connects:
- strategy
- accountability
- communication
- and operational progress.
The Initiative Dashboard #
When opening the Initiatives module, users land on the:
- Initiative Dashboard
What users see depends on their permissions:
- Company Admins can see all initiatives across the organization
- Company Users only see initiatives they own or are shared on
What Is an Initiative? #
An Initiative is:
- the highest level of planning
- the primary strategic priority
- or the major project the organization is trying to accomplish
Examples might include:
- Annual Planning
- CRM Implementation
- Leadership Development
- Hiring Strategy
- 12-Month Financial Budget
- Sales Process Optimization
If the organization is using:
- Health Scores
- or Enterprise Value planning
…then initiatives often represent the operational work required to improve those scores.
Information Displayed on the Dashboard #
Each initiative displays:
- initiative name
- owner
- shared users
- description
- target end date
- meeting series attached
- customizable color tags
- progress indicators
- last activity date
Progress tracking shows:
- How many roadmap items are complete
- How many remain open
- and overall execution momentum.
Example:
3 of 17 actions completed.
Filtering & Organizing Initiatives #
Users can filter initiatives by:
- owner
- status
- tags
- meeting series
- or other criteria
This helps organizations quickly locate:
- strategic priorities
- overdue work
- or department-specific initiatives.
Roadmap Items #
When opening an initiative, users enter the:
- Roadmap Item Dashboard
Roadmap Items are:
- the second level of organization
If the initiative is the strategic priority,
then roadmap items are:
the major execution steps required to complete it.
Examples:
- Build a forecasting template
- Finalize compensation structure
- Create onboarding SOP
- Implement CRM automation
Roadmap Item Dashboard Features #
Each roadmap item includes:
- roadmap item name
- creator
- assignee
- description
- target end date
- status
- optional links
- and progress tracking
Statuses may include:
- not started
- blocked
- in progress
- complete
- overdue
Roadmap items are automatically sorted by:
- nearest due date first.
Initiative Metrics & Tracking #
At the top of the roadmap dashboard, Propel summarizes:
- total roadmap items
- not started items
- blocked items
- in progress items
- completed items
- overdue items
This provides a quick operational snapshot of execution progress.
Tasks: The Third Layer of Execution #
Under each roadmap item is another level:
- Tasks
Tasks represent:
- specific assignments
- action items
- or work delegated to individuals
Tasks can be assigned to:
- people outside the original roadmap ownership structure
This allows collaboration across:
- departments
- leadership teams
- vendors
- or project contributors.
Collaboration & Communication #
Each roadmap item includes a built-in:
- collaboration tool
This allows users to:
- assign tasks
- attach resources
- communicate directly
- @ mention individuals
- track updates
- and log activity
All activity stays connected to the roadmap item, creating:
- centralized project communication
- accountability
- and historical tracking.
Notifications #
Whenever a user:
- receives a task
- is tagged
- or is added to the activity
…they receive a notification inside Propel.
This helps teams:
- stay aligned
- monitor progress
- and reduce communication gaps.