Create initiative groups

Overview

Initiative groups allow better team organization and save you time browsing the list of all initiatives.

Plan availability: Essential/Advanced
Required user role: Manager/Business admin

Create initiative groups

Required user role: Manager with Business admin rights.

Go to the Administration page, open the Other tab and Initiative section, and click Group to open the settings.

• Click Add to create a new initiative group.
• Click the more options button next to the group name and select Edit to update the group name.
• Click the more options button next to the group name and select Remove and Delete to delete the group. You can't delete a group if this group contains initiatives that you don't have access to. 
  Important: Deleting a group won't delete the initiatives of this group, it will only remove their classification in this group.

Add an initiative to a group

Required user role: Manager.

Open an initiative, click the more options button at the top right corner, and select Edit.

A pop-up will open. Select the desired initiative group in the Group drop-down list. 

The selected initiative group is displayed as a label in the initiative card on the initiative page.

Filter initiatives by initiative groups

Required user role: Manager/Contibutor.

In the initiative page, select the desired initiative group in the Groups drop-down list.

Detailed user rights