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 company's within each initiative.

Adding a Status

Step One: Click on the 'Planned' drop-down menu on the bottom left corner of the cover photo

Screen_Shot_2022-07-29_at_12.14.23_PM.png

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. 

Screen_Shot_2022-07-29_at_12.15.29_PM.png

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

Screen_Shot_2022-07-29_at_12.15.43_PM.png

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.