This tab in settings is where you configure various aspects of Initiatives. You can enable and define custom statuses for y and turn on automation features to make your Timebook experience smoother.
There are several subtabs here, each dedicated to a different aspect of Initiative management at the Team level. See the section below for specific information on settings available in particular subtabs.
Available Initiative-related settings
Below is the list of available subtabs in the [Initiatives] tab of Team settings. Expand the sections to learn more about the options and features available in each subtab:
Statuses
This subtab helps you manage your Initiatives' [Status] field. You can create custom statuses for specific stages of Initiative progression.
Unlike predefined statuses, such as "To do," "In progress," and "Done", custom statuses are user-defined, and you can align them more closely with your project's unique workflow.
To turn on custom Initiative statuses in your Team:
In the Navigator, select a Team and press the [Team settings] icon next to it.
Select the [Initiatives] tab and then the [Statuses] subtab.
Press [Turn on statuses]. You can now edit status types for all Initiatives in this Team.
Once you enable custom statuses in your Team, you can start managing them:
Press anywhere on the status tile to change its name.
You can have multiple statuses for each progress stage, for example, two different "To do" statuses, four "In progress" statuses, and two "Done" statuses. But you must have at least one status in each of these stages.
You can create as many as eight "In progress" statuses. They should represent different stages in your workflow, like "Design, "Review", or "Testing". You can also rename any of them.
Optionally, you can use the "Draft" and "Canceled" stages and have multiple statuses there, too.
You can drag and drop statuses within one stage to change their order. You can also use the [Trash bin] icon on the right side of a status tile to remove it from the list.
You can also [Turn off statuses] using the dedicated button at the bottom. This changes the statuses of all Initiatives across the Team to the default ones.
Automation
Use this subtab to enable automated processes in your Team. This feature reduces manual effort and allows you to focus more on the actual work.
The [Automation] subtab in the [Initiatives] tab helps you manage the integration between your Initiatives and Git code repositories. In short, the statuses of your Initiatives in Timebook can change automatically after certain events in Git. And this subtab is where you can define these relationships.
To use the Git automation features, the integration between Git and Timebook must first be configured for . For more information, see Workplace integrations
To turn on Initiative automation in your Team:
In the Navigator, select a Team and press the [Team settings] icon next to it.
Select the [Initiatives] tab and then the [Automation] subtab.
Press [Turn on automation]. You can now configure the automation of Initiatives in this Team.
Once you enable automation, you can define how Timebook Initiatives should react to changes in Git.
Use the dropdowns to select different statuses for different scenarios. For example, you can decide that an Initiative should change its status to "Done" whenever a related Git pull request is merged.
