Initiatives represent the key actions or projects that help achieve your Objectives and Key Results (OKRs). You can create and manage them directly from the Objective or Key Result view.
1. Access the Initiative Board
To begin, locate the Objective or Key Result you want to create an Initiative for in the main OKR view.
Click the Initiatives (Board) icon 
located on the far right side of the Objective or Key Result row. A menu will appear with options to create a new board.
Choose one of the following creation methods:
- Create New Board: Start a new Initiative Board from scratch.
- Create From Template: Use a predefined list of tasks or actions.
2. Define the Initiative Items
If you select Create New Board, the Board View will open automatically with a few default items. You can now customize and define your specific tasks or projects.
- Item Names: Rename the default items (for example, “New Item 1”) to describe your specific tasks or projects.
- Owner: Click the Owner field and assign a team member responsible for completing each item to ensure accountability.
- Status: Update the status of each item as work progresses. The default status is Not Started.
- Deadline: Optionally, set a due date for each task to manage timelines effectively.
- Progress: Update the completion percentage to reflect ongoing progress. This helps track contribution to the Initiative.
- Add Item (+): Click this option to add more tasks or action items as needed.
3. Monitor Initiative Progress
The progress of the Initiative Board is automatically calculated based on the completion of all individual items. This progress directly contributes to the parent Objective or Key Result, providing full visibility into how each initiative drives strategic outcomes.
To know more about the Board feature, check: Board and Courses
