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

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You will have three options to select to change the current status of the Initiative. The three options are:

'Planned'

'Active'

'Complete'

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

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

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