Initiatives

Initiative updates

Initiative updates communicate progress toward a goal. Include a health assessment alongside the progress report.

Post an update

  1. Open the initiative.
  2. Use the update button in Overview, or choose Update in Activity.
  3. Write the update and select its health.
  4. Select Post.
HealthMeaning
On trackWork is progressing as planned.
At riskA concern may affect the plan.
Off trackWork is behind the plan.

Health is separate from status. An active initiative can be at risk.

View activity

Open Activity to review updates, comments, and property changes. Choose Comment, enter a message, and post it to join the discussion.

See Initiatives for creation and project organization.