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Flexible initiative tracker quick start
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All initiatives

Start with an overview, then choose how you want to see your data.
Timeline
Board
Detail view
Prioritizer
All status updates
On this page, you’ll find all of your team’s initiatives and controls that filter data just for you. And each subpage uncovers another table view that gives your team the flexibility to tack and update initiatives in whatever best suits their needs. ​Group or sort the table below to easily identify data of interest. Leverage
conditional formatting
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to color code. Choose personal or collaborative mode within the control settings to determine if the data filters just for you or for everyone. Hover over any of the values in stage or most recent status update columns to see definitions. You can set the stage tags here:
Stage
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and the status tags here:
🚦Status updates
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.
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Add initiative
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Stage:
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Team:
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All initiatives
Details
Initiative name
Owner
Stage
Team
Most recent status update 🚦
Add status update
Start date
End date
Progress
Follow
Social Media
update
Jul 13
Aug 19
000
20
A sub product
update
Jul 15
Jul 29
000
30
Product X
update
Jul 8
Aug 5
000
60
Improve close rates
update
Jul 13
Aug 11
000
30
GTM collateral
update
Jun 29
Aug 11
000
100
For Persona Y
update
Jun 15
Jul 31
000
80
Product revenue
update
Jun 9
Jul 6
000
10
Projected sales
update
Jul 4
Jul 22
000
50
Customer engagement
update
Jul 14
Aug 19
000
100
Sales partnership
update
Jul 5
Aug 4
000
50
Campaign design
update
Jun 30
Aug 19
000
70
Brand design
update
Jul 13
Aug 10
000
10
Share happiness campaign
update
Jun 1
Jul 8
000
100
Q2 reporting
update
Jul 1
Jul 20
000
100
Offsite budgeting
update
Jun 1
Jun 17
000
100
There are no rows in this table
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🚦Status updates
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