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.
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, Calendar, and Timeline — pick the view that fits.
-
Documents
Write together in real time, upload files, and leave comments.
-
Tools
The calendar, queues, and counters for groups that need them.
-
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.