Initiatives

Initiatives are used to facilitate the creation of Tasks for marketing, production or other types of work.

Initiatives involve a series of questions relevant to the selected type of work that are used to create a brief. E.g. A marketing campaign initiative might have questions like ‘What targeting strategy are you using?’ or ‘Do you want to run Google campaigns?’. Questions marked with an asterisk are required, and the final step will show you a preview of the generated brief. Click ‘Submit Initiative’ to generate a Task with this brief added to its description. The default Initiative options can be limited by Admins in the Client Profile => settings tab => Task settings.

Custom Initiatives can be created by making a Task with the ‘Template’ status. At the bottom of the detail section of this Task will be a section where you can input questions for the Initiative by clicking the plus icon next to ‘Template’. Click ‘Add Field’ to add a question, and select the input type of the question. The ‘page break’ input type will create a new step in the Initiative process in order to split up the questions. E.g. you might have 2-3 questions, and then add a page break. Page break sections won’t affect the output brief.

Initiatives template

Note: A partner must be selected in the Task’s Initiative section, else it won’t appear in Initiatives.

Most other information in a template Task will be copied over to the generated Task from the Initiative.