To add a new initiative, go to "configure content" and select initiatives. You can also choose the order in which components appear on the overview page by dragging each component to the desired position.
You can then either click on “Initiatives” in the navigation bar on the left and then click “Add new” or navigate to the initiatives box in the overview page and click on "Add new".
In the pop-up window give your initiative a name, a description and choose a person responsible. Select your priority, stage, resource requirements and colour. Now click save.
You will now see your new initiative listed with the basic information overview. You can also view initiatives in Kanban by clicking on the icon.
You can also drag and drop the initiative through the stages of execution.
To edit an initiative, click on the name to edit any of the elements in the overview page using the same steps followed in the previous tutorials for adding team members, editing descriptions, adding KPI’s and graphs.
You can also manage the health status of the initiative by manually updating the progress, overall status, and other assessment criteria. You can leave comments to keep track of changes over time.
The health assessments can be customized in the admin section. If you want to know more about health assessments, you can watch the tutorial on "Setting and using portfolio-landscape assessments".