Initiative
Build connections between your Goals and Projects.
Initiatives in Timebook
Initiatives act as bridges between your Goals and Projects. They help break down your Goals into actionable steps by connecting them to specific Projects. In other words, Initiatives are detailed plans that outline how your Projects will help you achieve your overall Goals.
This example illustrates how you could use Initiatives in Timebook:
Create a Goal: Increase company sales by 20% in the next year
Support it with an Initiative: Launch a new marketing campaign
Link it to Projects: Redesign the company website, Create new advertising materials, Host a product launch event
This article explains the Timebook's concept of an Initiative and its basic features.
But we have a separate article that explains how to use Initiatives in a Timebook Workplace. For more information, see Initatives (in Workplace)
Manage an Initiative
Each Initiative has three tabs located at the top, next to the Initiative's name:
The [Work] tab is where you manage all the Projects added to the Initiative. You can open each Project in your Initiative to see its details. You can also press the [Edit] button to manage multiple Projects at the same time.
You can use the [Summary] tab to add content like text, images, and references, providing extra information about your Initiative.
The [Updates] tab automatically shows important changes to your Initiative. Additionally, each Team member can post updates here to provide information about any Initiative-related developments.
In the top-right corner, you have two additional options to keep your Initiative accessible:
[Add to Bookmarks] saves the Initiative for future reference. You can find all bookmarked Initiatives by opening the [Bookmarks] module in the Navigator.
[Pin to Navigator] adds the Initiative to the [Pinned items] area of the Navigator. You can quickly jump to the pinned Initiative using the menu on the left, regardless of where you are in Timebook.
You can change how Projects are presented in an Initiative by adjusting the layout, grouping, sorting, and filtering the data.
You can also save such modified views for later use.
We have dedicated articles that explain changing and saving views. For more information, see Layouts & views
Add Projects to an Initiative
To create a new Project in an Initiative:
Open one of your Initiatives.
Press the [Add Project] in the top-right corner.
Use the newly created Project card to provide basic information such as name, type, and description of the work to be done.
Press [Create] to confirm your changes.
To add an existing Project to your Initiative, open the Project and use the [Initiative] parameter.
With this parameter, you can quickly reassign a Project by selecting a new Initiative from the dropdown menu.
Initiative drawer options
Each Initiative in Timebook has an expandable drawer you can use to modify the Initiative's properties. Open the drawer using the dedicated button in the top-right corner to change the name of your Initiative or add a description to clarify the Initiative's purpose.
You can also use the following properties in the drawer to define your Initiative or signal risks:
Change the [Status] of your Initiative by choosing one of the available options, including [Planned], [In development], or [Canceled].
Use the [Risk assessment] option to indicate good progress or potential issues. You can choose from [No risk], [At risk], or [High risk].
Define the start and end dates for your Initiative with the [Date range] property. You can set specific dates or choose a period: week, month, quarter, or year.
You can also assign an [Owner] to your Initiative and choose existing [Projects] that will be displayed in it.
As mentioned above, Initiatives connect Goals and Projects. The [Linked Goals] section in the Initiative drawer serves this purpose:
Press the [+] button at the top of the [Linked Goals] section.
Open [Team Goals] and choose a Team from the dropdown menu to link specific, lower-level Goals. Or open [Workplace Goals] to link organization-wide Goals.
Find relevant Goals on the list and select their key results to which you want to link your Initiative.
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