How to Add a Status to an Initiative

Overview

You will learn how to add a status to an Initiative.

Why is this important?

Adding a status will help track where the Initiative is at for the selected stakeholder(s) within each initiative.

Step-by-Step Guide:

Step One: Click on the 'Planned' drop-down menu on the bottom left corner of the cover photo. You will have three options to select to change the current status of the Initiative.

The three options are: 'Complete', 'Planned', 'Active'

Note - Each Initiative is initially set to a 'Planned' status. 

Screenshot_2023-03-08_at_10.29.45_AM.png

Step Two: After selecting 'Active' it will show as the status for that Initiative

Screenshot_2023-03-08_at_10.30.31_AM.png

Have more questions? Submit a request