How to create an initiative

Learn how to create an initiative below. Choose a template, set the publication date, customize it, and add people to your initiative

Topics

• Overview
• Creating an initiative
• Setting up the new initiative: Step 1 - General data 
• Setting up the new initiative: Step 2 - Customization 
• Setting up the new initiative: Step 3 - People 
• Setting up the new initiative: Step 4 - Goals 

Overview 

Creating initiatives is available to all users and accounts, and access can be restricted or shared. Your collaborators and teams can access the initiative's editing, demands, and related files according to the type of permission granted in the initiative. These permissions can be edited and updated at any time.

Creating an initiative

To creating an initiative:

• Access Initiatives through the Wikimee navigation menu.
• Click on Add initiative.

Setting up the new initiative: Step 1 - General data

• Select the Workspace in the corresponding field. Initiatives created from a workspace automatically have this field filled in.
• Enter the name in the Initiative Name field.
• Provide a brief description in the Description field.
• Choose the template for your initiative in the Templates field.
• Enter keywords related to your initiative in the Keywords field.
• For initiatives that have copyrighted files, enable the Copyright option. This action will highlight the copyrights each time a file is added to your initiative.
• If the publication is immediate, enter the Start and End dates of the publication. With immediate publication, the Initiative will be visible to anyone with access to the workspace immediately after it is created.
• If the publication is not immediate, disable the Immediate Publication option.
• Click on Continue button.

Setting up the new initiative: Step 2 - Customization

• Add a cover image and banner to the initiative. Drag the file or click on the upload area to load the file from your computer. 
• Select Yes to highlight the initiative in the top banner in your workspace. Select No to not highlight the initiative.
• Click on Continue button.

Setting up the new initiative: Step 3 - People

• Enter the name or email of the people or teams who will participate in the development of your initiative.
• Define user access permission:
  • Editor - User or team with standard access.
  • Manager - User or team with access permission to initiative management settings.
  • Viewer - User or team with permission to only view the initiative.
• Click the Add button to complete adding the person or team.
• Click on Continue button.

Setting up the new initiative: Step 4 - Goals

• Add goals to achieve objectives within the initiative.
• Enter your goal or objective in the corresponding text field for the goal.
• Select a date in the Ideal Date field.
• Click Add.
• Complete by clicking New initiative.

See also