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

  1. From the left navigation, click on Create Initiative
  2. 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.

Organization Settings

  1. Go to Organization Settings
  2. Select "Initiatives" from the menu on the left
  3. Click the "Create New" button (top right)
  4. Select "Create Initiative"

Additional Information

You can also create: