The initiative is the highest level of Planbox's 4 Level Structure. It will contain projects, items and tasks.
Initiatives are long term and will usually not change as projects are added/removed. At the very least, they will last weeks or months.
Initiatives can be used in a variety of ways so that you can adapt Planbox to your workflow. It can represent a:
- Business unit
- Customer / Client
For suggestions on how you could map Initiatives to your existing workflow, please click here.
Once you've created an initiative, you may want to:
- Invite colleagues
- Customize which feature you will be using
- Edit initiative details (set iterations duration, iteration start date, time zone for the team, etc..)
Next, you'll want to create projects!