An Initiative is a bigger task or a project which you need to break down into smaller tasks in order to complete. An Initiative could be a Project/Feature/Epic story, etc. The small tasks would be the deliverables linked to the Initiative as child cards.
The Initiative is created in the Portfolio Lane by an Administrator/Project Manager and the linked child cards are located on the Team Board and executed by the Team.
Create an Initiative
There are two ways to create an initiative in the Portfolio Lane:
1. Use the + New Initiative button at the top right of your board. The initiative will open as an empty Kanban card where you can modify the card properties like title, description, deadline etc. Click on Update card -> the initiative will be created in the "Requested" column of the Portfolio Lane.
2. Click on an existing card on your Team Board -> drag & drop it into the Portfolio Lane. The initiative will open as a card -> modify the card properties if needed -> click on Add card to create the initiative. The existing card you have used to create the initiative will be automatically linked as a child card and positioned back in its previous column.
Using this option you can create an initiative of multiple cards. Select multiple cards that belong to one project -> drag & drop them to your desired position in the Portfolio Lane. All cards that have been used to create the initiative will be automatically linked to it as child cards and will be placed in their old position on the Team board.
Create Work Breakdown
There are two ways to create a work breakdown:
1. Drag and Drop the Initiative Card to a desired position on the Team Board. A child card will open -> define its properties -> click on Add card. You can add as many cards as needed to outline the initiative.
2. Drag and Drop an existing card from the Team Board and attach it to the Initiative in the Portfolio swimlane.
Using this option you can also select multiple cards and link them all to an Initiative.
Convert an Initiative into a card
If at some point, you decide that your task is not big enough to be an Initiative, you can very easily convert it to a card on the Team Board, preserving all linked child cards -> Press the Ctrl. key and drag and drop the initiative to your Team Board.
To make the linked card visible on the card-> go to the Grid Menu (in the upper right corner of your board interface)-> select Configure Card View -> Show links (one per row).