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Flexible initiative tracker quick start
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Flexible initiative tracker quick start

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All initiatives

Start with an overview, then choose how you want to see your data.
Timeline
Board
Detail view
Prioritizer
All status updates
On this page, you’ll find all of your team’s initiatives and controls that filter data just for you. And each subpage uncovers another table view that gives your team the flexibility to tack and update initiatives in whatever best suits their needs. ​Group or sort the table below to easily identify data of interest. Leverage
conditional formatting
⁠
to color code. Choose personal or collaborative mode within the control settings to determine if the data filters just for you or for everyone. Hover over any of the values in stage or most recent status update columns to see definitions. You can set the stage tags here:
Stage
⁠
and the status tags here:
🚦Status updates
⁠
.
⁠
⁠
Add initiative
⁠
⁠
Stage:
Idea
+5
⁠
Team:
All
⁠
⁠
All initiatives
12
Details
Initiative name
Owner
Stage
Team
Most recent status update 🚦
Add status update
Start date
End date
Progress
Follow
1
Social Media
James Booth
Not started
Marketing
🟢 On track
update
Jul 13
Aug 19
000
20
2
A sub product
Adam Davis
Not started
Product
🟡 At risk
update
Jul 15
Jul 29
000
30
3
Product X
Adam Davis
Active
Product
🟢 On track
update
Jul 8
Aug 5
000
60
4
Improve close rates
Buck Dubois
Active
Sales
🟢 On track
update
Jul 13
Aug 11
000
30
5
GTM collateral
Lola Tseudonym
Complete
Design
🟢 On track
update
Jun 29
Aug 11
000
100
6
For Persona Y
James Booth
Active
Marketing
🟢 On track
update
Jun 15
Jul 31
000
80
7
Product revenue
Joel Davis
Idea
Finance
🟢 On track
update
Jun 9
Jul 6
000
10
8
Projected sales
Joel Davis
Active
Finance
🟢 On track
update
Jul 4
Jul 22
000
50
9
Customer engagement
Felix Marlin
Complete
Sales
🟢 On track
update
Jul 14
Aug 19
000
100
10
Sales partnership
Mary Jones
Active
Sales
🟡 At risk
update
Jul 5
Aug 4
000
50
11
Campaign design
Maria Marquis
Active
Design
🔴 Off track
update
Jun 30
Aug 19
000
70
12
Brand design
Lola Tseudonym
Not started
Design
🟡 At risk
update
Jul 13
Aug 10
000
10
13
Share happiness campaign
James Booth
Idea
Marketing
🟢 On track
update
Jun 1
Jul 8
000
100
14
Q2 reporting
Joel Davis
Complete
Finance
🟢 On track
update
Jul 1
Jul 20
000
100
15
Offsite budgeting
Joel Davis
On hold
Finance
🟡 At risk
update
Jun 1
Jun 17
000
100
There are no rows in this table
⁠
🚦Status updates
⁠

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