Initiatives

Work we are supporting or undertaking

Adding a new initiative

Instructions

1. Click 'Initiatives' in the sidebar

2. Click on the 'New initiative' button

3. Fill in the form and click 'Create' (be sure to set the 'Status' to 'Active')

On some pages only initiatives with the status of 'Active' are displayed by default, if you're expecting to see an initiative listed but can't be sure to check you're viewing initiatives with the right status.

Adding members to initiatives

Instructions

1. Navigate to the initiative you'd like to add a member to

2. Click the 'People' tab

3. Click on the 'Add member' button

4. Fill in the form and click 'Create'

5. Repeat steps 3-4 to add more members

Adding progress indicators to initiatives

Instructions

1. Navigate to the initiative you'd like to add a progress indicator to

2. Click the 'Progress' tab

3. Click on the 'Add progress indicator' button

4. Fill in the form and click 'Create' (be sure to set the 'Status' to 'Active')

5. Repeat steps 3-4 to add more progress indicators

Progress indicators with the status of 'Active' are displayed by default, to view 'Planning' and 'Complete' progress indicators click the appropriate link under the Progress tab.