--- title: How to create an initiative description: Learn how to create an initiative below. Choose a template, set the publication date, customize it, and add people to your initiative --- [Skip to content](https://help.wikimee.app/en/how-to-create-an-initiative#main-content) English Show submenu for translations ![logo-1.png\]](https://help.wikimee.app/hs-fs/hubfs/logo-1.png?height=40&name=logo-1.png) Open main navigation Close main navigation - English Show submenu for translations - Contact Us Contact Us How can we help? - There are no suggestions because the search field is empty. 1. [Knowledge Center](https://help.wikimee.app/en?hsLang=en) 2. [Initiatives](https://help.wikimee.app/en/initiatives?hsLang=en) 3. [Initiatives Settings](https://help.wikimee.app/en/initiatives?hsLang=en#initiatives-settings) # 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 ** Availability - Free Plan - Basic Plan - Pro Plan - Enterprise Plan ** ### Topics - [Overview](https://help.wikimee.app/en/how-to-create-an-initiative#create00) - [Creating an initiative](https://help.wikimee.app/en/how-to-create-an-initiative#create01) - [Setting up the new initiative: Step 1 - General data ](https://help.wikimee.app/en/how-to-create-an-initiative#create02) - [Setting up the new initiative: Step 2 - Customization ](https://help.wikimee.app/en/how-to-create-an-initiative#create03) - [Setting up the new initiative: Step 3 - People ](https://help.wikimee.app/en/how-to-create-an-initiative#create04) - [Setting up the new initiative: Step 4 - Goals ](https://help.wikimee.app/en/how-to-create-an-initiative#create05) #### 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 - [Getting Started](https://help.wikimee.app/en/getting-started?hsLang=en) - [Workspaces](https://help.wikimee.app/en/workspaces?hsLang=en#main-content) - [Workspaces Features](https://help.wikimee.app/en/workspaces?hsLang=en#workspaces-features) - [Workspaces Management](https://help.wikimee.app/en/workspaces?hsLang=en#workspaces-management) - [Workspaces Settings](https://help.wikimee.app/en/workspaces?hsLang=en#workspaces-settings) - [Initiatives](https://help.wikimee.app/en/initiatives?hsLang=en#main-content) - [Initiatives Features](https://help.wikimee.app/en/initiatives?hsLang=en#initiatives-features) - [Initiatives Management](https://help.wikimee.app/en/initiatives?hsLang=en#initiatives-management) - [Initiatives Settings](https://help.wikimee.app/en/initiatives?hsLang=en#initiatives-settings) - [Demands](https://help.wikimee.app/en/demands?hsLang=en#main-content) - [Demands Features](https://help.wikimee.app/en/demands?hsLang=en#demands-features) - [Demands Management](https://help.wikimee.app/en/demands?hsLang=en#demands-management) - [Demands Settings](https://help.wikimee.app/en/demands?hsLang=en#demands-settings) - [Files](https://help.wikimee.app/en/files?hsLang=en#main-content) - [Files Features](https://help.wikimee.app/en/files?hsLang=en#files-features) - [Files Management](https://help.wikimee.app/en/files?hsLang=en#files-management) - [Files Settings](https://help.wikimee.app/en/files?hsLang=en#files-settings) - [People](https://help.wikimee.app/en/people?hsLang=en#main-content) - [People Features](https://help.wikimee.app/en/people?hsLang=en#people-features) - [People Management](https://help.wikimee.app/en/people?hsLang=en#people-management) - [People Settings](https://help.wikimee.app/en/people?hsLang=en#people-settings) [![Plataforma de Experiencia Digital](https://help.wikimee.app/hs-fs/hubfs/logo-1.png?width=448&height=99&name=logo-1.png "Plataforma de Experiencia Digital")](http://wikimee.com) Copyright © 2026, WIKIMEE PLATAFORMA DIGITAL LTDA