How to use the Initiatives tab

The initiatives tab lets you see all your work in a single view. You can choose to view initiatives in a board view or a list view. Both views allow powerful grouping and filtering functionality.

Board view

List view

List and Board view configurations

Initiative Views

Choose between list view and board view.

Group Initiatives

Choose how you want to group your initiatives, you can see initiatives by any default fields such as Status, Owner or Priority. You can also group the Initiatives by any custom field you create, such as an engineering or marketing workflow status.

Filter Initiatives

You can filter your Initiatives by clicking on the Filter link and choosing from a list of available filters.