Creating a new initiative will be the first step that you will need to take in order to get going with Planbox. There are various ways of creating an initiative:
Create a New Initiative Button
- From the left navigation, click on Create Initiative
- Fill the form to give your initiative a name, add projects.
Note: The initiative will be created in the organization that is selected at the time.
- Go to Organization Settings
- Select "Initiatives" from the menu on the left
- Click the "Create New" button (top right)
- Select "Create Initiative"
You can also create: