Initatives (in Workplace)
View and manage Initiatives for the entire organization.
Initiatives at the Workplace level
Initiatives are key elements of work management in Timebook. They ensure that the work done across different Projects aligns with your organization's strategy. Use Initiatives to track progress and measure success at a higher level than individual Projects or Work Items.
And the [Initiatives] section at the Workplace level is where you can create, track, and manage all Initiatives in your organization.
This tab gives you a combined view of all Initiatives in a Timebook Workplace.
But we also have an article that explains the actual Initiative concept and how to apply it in Timebook. For more information, see Initiative
Initiatives section features
The primary function of the [Initiatives] section is to give you an overview of all Initiatives across your Workplace. We give you all the relevant data, and you can do the following:
Create a new Initiative or view details of the existing ones.
Use layouts to change the presentation of Initiatives in this section.
Use filters to define which Initiatives you want to see.
Use different grouping options to organize Initiatives.
Save your custom views for later use.
We have dedicated articles that explain how to manage data views and layouts in several Timebook modules. For more information, see Layouts & views
Create an Initiative
This section allows you to create Initiatives to align your organization's strategy with the actual work.
To create an Initiative:
Press [Add an Initiative] in the top-right corner.
Give your new Initiative a meaningful name and description, and press [Create Initiative] to confirm.
You can now open the newly created Initiative to edit its properties or start adding Projects to it. For more information on available options, see Initiative
After you create an Initiative, it will be added to the list. You can then use the [...] button next to your Initiative to access additional options, such as [Edit], [Copy link], [Add to Bookmarks], or [Delete].
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