Initiatives
Initiatives are planned work with enough shape to stay visible on the roadmap. They carry the brief, ownership, hierarchy, taxonomy, and status used for planning, delivery, updates, and measurement.
For workflow guidance, start with Initiatives & Bugs or Roadmap.
Fields
Initiative fields make larger work comparable and reviewable.
| Field | Purpose |
|---|---|
| Description | The problem, scope, proposal, risks, and decisions. |
| Owner and assignees | Who is accountable and who contributes to the work. |
| Teams | Where the initiative appears for planning, standups, updates, and analytics. |
| Status | Whether the work is an idea, planned, in review, blocked, completed, or cancelled. |
| Priority | A ranking signal for roadmap work that needs ordering. |
| Planning | The planning state used when the initiative moves into roadmap work. |
| Parent initiative | The larger initiative this work belongs under. |
| Taxonomy | Goals, companies, products, skills, coding tools, or agents connected to the work. |
| Created at | When the initiative record was created. |
| Updated at | When the initiative was last changed. |
| Completed at | When the initiative was marked completed, when that applies. |
Initiative detail panels and the roadmap sidebar show Created at, Updated at, and Completed at after ownership and taxonomy fields.
Hierarchy
Initiatives can be nested. A large initiative can have child initiatives under it, and the roadmap table shows the tree with child work indented under the parent.
Parent initiatives can show progress based on completed or cancelled descendants. Completed and cancelled child initiatives stay closed when a parent changes status.
Roadmap table
The roadmap table can search, filter, group, and inspect initiatives. Filters can include assignee, team, status, kind, product, customer, goal, and skill. The assignee filter includes Unassigned so teams can find roadmap work without a clear owner.
Grouping can split initiatives by owner, assignee, team, product, customer, goal, or skill. Initiatives with several matching taxonomy terms or teams appear in each matching group.
Actions
Initiatives can be created, edited, deleted, duplicated, merged, reordered, reparented, bulk updated, and bulk deleted. They can also be converted between initiative and ongoing work when the shape of the work changes.
Planned initiatives can be stack ranked when they do not have planned child initiatives.
When a completed initiative should also appear in Daily recap and the Journal, completed-work behavior is controlled by Preferences. The complete capture model is explained in Captured Work.