Learn how to use the main navigation features of the Initiatives section. See how to use the viewing modes, sorting, categorization, and other available resources
Availability - Free Plan - Basic Plan - Pro Plan - Enterprise Plan
Topics
Overview
Through the Initiatives section, you can access all initiatives related to your personal or corporate account, as well as those initiatives in which you are involved as a guest user, or those initiatives shared with you.
Initiatives view
To access an initiative and view its files, demands, goals, feed, and other resources, simply access the Initiatives section through the navigation menu and click on the desired initiative
.
View mode resources
The view selectors allow the user to filter the viewing of their initiatives according to their preference.
Select one of the options in the selectors located at the top of the Initiatives section:
- All - To view all initiatives.
- My initiatives - To view only initiatives created by you.
- Shared - To view only initiatives shared with you.
- Published - To view only published initiatives.
- Unpublished - To view unpublished initiatives.
You can sort your initiatives in both list view and thumbnail view mode using the Order by button to sort the display of initiatives by:
- Name - The name given to the initiative.
- Template - The initiative template. E.g.: Standard initiative, Campaign, Event, Image Bank, etc.
- Workspaces - The workspace related to the initiative.
- Start - The initial publication date of the initiative.
- End - The final publication date of the initiative.
- People - The people related to the initiative.
To change the initiatives view mode between thumbnail or list, simply click on the grid
or list
buttons.
You can also react to an initiative. To do so:
- Position the mouse cursor over the initiative and click on the desired reaction: loved it
, liked it
, disliked it
.
Initiatives filter
Using the filter button , you can filter your initiative view
or search for a specific initiative.
Initiatives information
To quickly view the main information of an initiative use the information button
.