Adding Initiatives

What are initiatives?

Initiatives are the building blocks of progress within an organization. When planned and executed effectively, they contribute to achieving strategic goals, driving innovation, and fostering growth. Regularly evaluating the effectiveness of initiatives and learning from both successes and failures allows businesses to adapt and stay competitive in a dynamic environment.

Add Initiatives

Navigate to Organization OKRs in the main menu and tap on any key result of an Objective.

Then click on the "Initiatives" button. Now you can see a button below to add a new initiative. Then tap on the "New Initiative" button.

Now you can see empty fields below to enter the Initiative Name and Description. You can enter an Initiative Name and Description within the respective fields.

Then you can set the due date on the key result.

Then you can add the metrics based on the key result.

Then you can assign the users on the key result.

Then set the status and tap on the "Save" button.

You can also enter a customized status for initiatives.

Now you can view the new Initiative added in the box.

You can view the description by clicking the title of initiative.

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