Deliver strategic initiatives
Set up your initiatives to enable visibility beyond team-level work.
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Set up your initiatives to enable visibility beyond team-level work.
Last updated
Was this helpful?
Initiatives help to understand the cross-team level work towards company objectives. They consist of issues from multiple teams that might be completed in months, whereas initiatives might be completed in a few quarters to a year.
Initiatives help to understand the "big picture":
What has been already done and what is next
Is something stuck at the moment or at risk of getting dropped
How many teams and people are working on the initiative
Which of the teams is driving the effort
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Add a new initiative or import an existing one from Jira
Give the basic information for the initiative and link any relevant resource to it. You can give the initiative target start and end dates, but they are not required.
Setting up your automated issue filters, you can assign work to your initiative based on certain criteria. We support a variety of filter options for an issue data.
The initiatives listing view allows for a top-level overview of all ongoing initiatives within the organization. From here you can deep dive into initiatives that need steering.
For each initiative following attributes are displayed:
In progress time of how long an initiative has been ongoing since the first activity
Health badge displaying if the initiative is on track, idle, or at risk. The health is based on when the initiative had the latest activity:
On track when the initiative has had activity within four days
Idle if there has not been activity for four days
At risk if there has not been activity for over two weeks
Progress bar displaying the completed vs total of planned issues within an initiative and its child issues
Start date displaying the planned or first activity date
Target date displaying the planned target date or the last activity date for completed initiatives
The detailed initiative view is made for inspecting the initiative's progress, finding any possible bottlenecks, showcasing the contributors, and displaying the planned work to be started. Below are some things that are possible to be inspected from the view.
Each dot in the activity timeline represents the volume of activity on a particular day or week. One of the best indicators of a stuck or blocked initiative is long periods of inactivity. When you spot long periods of inactivity, you can investigate further why work might be blocked. It’s possible to expand individual rows in the timeline to drill deeper into specific issues. You can also click on each dot on the timeline to see all contributors that happened on that day or week as a list. This way, you can pinpoint specific issues and unblock the work.
The mismatch between planned completion date and unstarted work and inactivity. An initiative might contain subtasks that are idle and have not had steady activity lately or the initial plan has been too ambitious.
Drill down to individual issues and inspect their progress
The data in this view can be used to gain insights into the work being done towards an initiative. If your initiative seems to be at risk of getting stuck, you can start conversations with your team to make steady progress.
