Flexible initiative tracker template
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Flexible initiative tracker template
All initiatives

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Board

When an initiative’s stage matters most, leverage a card view and groups to create a kanban board. Navigate to the table options to choose what to group by, or to hide/display rows from other columns. Move a card to another group, and see the change reflected across all the other table views in this doc.
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Board
6
Idea
1
Product revenue
Joel Davis
Finance
Not started
3
Social Media
James Booth
Marketing
A sub product
Adam Davis
Product
Brand design
Lola Tseudonym
Design
Active
7
Email Campaign
James Booth
Marketing
Product X
Adam Davis
Product
Improve close rates
Buck Dubois
Sales
For Persona Y
James Booth
Marketing
Projected sales
Joel Davis
Finance
Sales partnership
Mary Jones
Sales
Offsite budgeting
Joel Davis
Finance
Complete
2
GTM collateral
Lola Tseudonym
Design
Customer engagement
Felix Marlin
Sales
On hold
1
Campaign design
Maria Marquis
Design
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