Initatives (in Team)
See all Team Initiatives in one place.
Initiatives in Timebook
Initiatives are key elements of work management in Timebook. They ensure that the work done across different Teams aligns with your organization's strategy. Use Initiatives to track progress and measure success at a higher level than individual projects or .
And the [Initiatives] tab at the Team level is where you can create and manage all Initiatives related to your Team.
This tab gives you a combined view of all Initiatives in a Team.
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 tab features
The primary function of this tab is to show you the overview of all Initiatives across your Team. We give you all Initiative-related 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 the data.
Use filters to decide how much data you want to see.
Use different grouping options to organize the data.
Save 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 Views & layouts
Create an Initiative
You can create Initiatives in this tab and reuse them across your Team.
To create an Initiative:
Press the [+] button at the top of the list of Initiatives.
Give your new Initiative a meaningful name.
Open the newly created Initiative to start editing its details. For more information on available options, see Initiative
After you create an Initiative, you can use its [Linked items] section to connect it to other existing Timebook items.
This way, you can easily bridge company objectives with actual work items.
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