Creating your first initiative

An initiative is a strategic-level item on your Roadmap. Most teams use them to track product launches, major features, or significant strategic bets.

Add an initiative

Three ways:

1. Keyboard: press N anywhere in the Roadmap module
2. Click: the + Add Initiative button in any section
3. Drag: drag a blank area on the timeline to draw a date range, then name the initiative

Required fields

• Name — clear, action-oriented ("Launch mobile app v2," not "Mobile work")
• Owner — single accountable person (no shared ownership)
• Status — defaults to "Strategy"; change as the initiative progresses
• Date range — start and end dates

Optional but recommended

• Priority — P0 (critical), P1 (high), P2 (medium), P3 (low)
• Section — the pillar this belongs to (Mobile / Core / Growth, etc.)
• Revenue projection — if it's a revenue-generating bet
• Labels — useful for filtering later (e.g., "FY26-Q3," "customer-driven," "tech-debt")
• Description — a paragraph or two of context for stakeholders

After creating

Your initiative appears on:

• The Gantt timeline (a colored bar across its date range)
• The Kanban board (a card in its status column)
• Reports (Initiative Health, Weekly Status)

Edit later

Click any initiative to open the detail panel. Or use E to edit the selected initiative inline.

Next steps

• Organizing with sections
• The 5 statuses
• Linking initiatives to plans