Creating and managing initiative groups

Group initiatives together for easier management and planning. Initiative groups are organized in the Initiatives library area of the initiative manager page. To display a list of all initiative groups in the display area, click Initiatives in the Initiatives library.

To display a list of initiatives within an initiative group in the display area, click the desired initiative group in the Initiatives library.

Creating initiative groups

To create an initiative group

  1. In the Initiatives library area, click Initiatives to display the list of initiative groups.

  2. In the display area, click Create to the right of the Search field.

  3. In the Name field, type a name for the initiative group.

  4. Click Create.

Deleting initiative groups

To delete an initiative group

  1. In the Initiatives library area, click Initiatives to display the list of initiative groups.

  2. In the display area, hover your cursor over the row associated with the initiative you are deleting.

  3. In the Actions column, click Delete.

IMPORTANT: Deleting an initiative group will delete all of the initiatives in that group. This action cannot be undone.

Moving initiatives to another group

Individual initiatives can be regrouped as needed.

To move initiatives to from one group to another group:

  1. On the initiatives manager page, in the Initiatives library, click an initiative group. The group you select is the group you are moving the initiative from.

  2. In the initiative group, hover your cursor over the row associated with the initiative you are moving.

  3. Click "..." > Move.

  4. In the Move dialog, click the name of the initiative group that you are moving this initiative to.

  5. Click Move.