Where Initiatives Appear in Propel Your Business #
Initiatives show up in two main places within the software:
1. The Initiative Dashboard (Planning View) #
- Located on the left-hand navigation bar under Initiatives.
- This is where you plan initiatives—often after reviewing the Health & Value Assessment or during a strategic review with your client.
- From here, you can:
- Add new initiatives.
- Build roadmap items (the detailed steps within each initiative).
- Organize and plan upcoming client work.
- Think of this area as the planning hub for future work.
2. Initiatives in Meetings (Execution View) #
- Within a meeting, the Agenda bar lists Initiatives as the third tab.
- This view is about tracking and execution, not planning.
- Here you can:
- See roadmap items tied to initiatives.
- View initiatives sorted by target due date (most recent first).
- Monitor status updates to track progress, identify delays, and confirm completions.
- This ensures teams are aligned on what’s been completed and what’s still moving forward.
✅ Quick Tip:
Use the Initiative Dashboard when you’re planning and building.
Use Initiatives in Meetings when you’re tracking and prioritizing client work.