Work with Initiatives

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Work with Initiatives

On the Initiatives > Initiatives screen, you can:

Add a NewIcon initiative to the existing list by selecting + New.Upload Upload a LEAD export package of a initiative from another instance of LEAD.

Create a New Version NewVersion-Blue of an approved initiative.

Change the State of a selected initiative.

Export Export-Blue the selected initiative regardless of State or Status to move it to another LEAD instance or to archive the initiative and store the export file that is generated, and then delete the initiative in LEAD.

Make a Copy Copy-blue of a selected initiative.

View Table-View the detailed information of the initiative.

Approve the initiative by selecting View Table-View and then Approve.

Edit Table-Edit the initiative information.

Comment on the initiative by selecting View Table-View and then Comment CommentBlackIcon.

Select Show History Table-History to review the changes made to the initiative information, including the user name and date/time of saved changes, and revert to an earlier saved revision.

Delete Table-Delete an archived initiative.