Overview
Initiatives are action items, projects, and work packages that drive strategy execution. They make it transparent which work is being done to improve Objectives, Key Results, and KPIs.
Where Initiatives appear in Workpath
You can find Initiatives in multiple areas:
📌 Initiatives tab: Dedicated view for standalone initiatives (filter, sort, search)
🎯 Objective detail page: Initiatives linked to a specific Objective (expandable section)
📈 Key Result detail page: Initiatives linked to a Key Result via Key Result Relations
🗓️ My Timeline: Timeline view of your initiatives (cycle-filtered)
👥 Team views: Team-owned initiatives
💬 Conversations / check-ins: Initiatives in review and update contexts
What an Initiative includes
An initiative typically includes title, description, owner, dates (start/target), status, an optional type, and optional manual progress (0–100%).
Statuses:
Not Started
In Progress
In Danger
Done
Failed
Initiative Types (define and use)
You can define your own initiative types in Workpath to categorize initiatives consistently. This is especially helpful when initiatives are nested, so you can clearly distinguish levels such as program → project → work package → task.
Examples of initiative types:
Project
Work package
Task
Where to configure types:
Organization Settings → Initiative Types (or the corresponding settings area)
Once defined, types can be selected when creating or editing an initiative.
How you can structure Initiatives
Initiatives are flexible and can be set up in different ways:
🔗 Below an Objective (most common)
🎯 Below a Key Result (via Key Result Relations)
🧩 Standalone Initiative (without an Objective, in the Initiatives tab)
🌳 Sub-initiative: An initiative that contributes to another initiative, e.g., as a work package or task
🧷 Linked to KPIs (to make KPI-related work transparent)
🧭 Linked to Strategic Elements in the Strategy Hub (to connect initiatives to top-level strategy)
Creating an Initiative
➕ Create an initiative from an Objective
Open the Objective.
In the Initiatives section, click Add Initiative (or +).
Fill in details (title, owner, dates, status/progress, optional type).
(Optional) Use Key Result Relations to link the initiative to one or more Key Results.
Click Save.
➕ Create a standalone initiative
Open the Initiatives tab.
Click Create Initiative.
Choose Ownership (Organization / Business Unit / Team / User) and add details.
Click Save.
🌳 Create a sub-initiative
Open the parent initiative.
Use the add/link option to create a child (sub-)initiative.
Editing, updating progress, and tracking
✏️ Edit: Open the initiative → Edit (or use the three-dot menu) → Save
🔄 Update progress: Open initiative → Update Progress → select status, optionally set % progress and add a comment → Save
⏰ Outdated indicator: Initiatives can be flagged as outdated if they haven’t been updated for a longer period (e.g., > 28 days and not Done/Failed)
Links in the initiative detail view
In the initiative detail view, you can see links to Objectives, Key Results, Strategic Elements, KPIs, and (if applicable) other initiatives. Count badges indicate the number of links per category.
Notes for Initiatives
You can add Notes to initiatives to capture context such as risks, open questions, decisions, or learnings. Notes also support @mentions to involve colleagues.