Using Initiative¶
These are the everyday how-to guides — the things you'll actually do in Initiative, explained step by step. Dip in wherever you need; you don't have to read them in order, and you don't need any of them to get started.
If you're not sure how the pieces fit together yet, start with How Initiative is organized and come back here.
-
Guilds
Switch between workspaces, invite people, and manage your group.
-
Initiatives
Create initiatives, add members, and set up roles.
-
Projects & tasks
Build boards, add tasks, set priorities and due dates.
-
Task views
Table, Kanban, and Calendar — pick the view that fits.
-
Documents
Text, spreadsheets, and whiteboards — written together in real time.
-
Tools
The calendar, queues, counters, and dashboards, for when you need them.
-
Apps & the marketplace
Add ready-made dashboards and apps built by other groups.
-
Tags
Label things to group and find them quickly.
-
Your space
"My Tasks," your calendar, your stats — everything that's yours.
-
Search & shortcuts
Find anything fast, and the keystrokes worth knowing.
-
Notifications
Choose what you're told about, and where.