The Initiatives in Kanbanize are used to visualize new Projects, Epic stories or bigger tasks.
They get created either on the Initiatives Workflow or in the Timeline Workflow.
Project managers break down Initiatives into smaller and manageable work items to determine the project scope. The project's deliverables get created on the Cards Workflow and are linked to the Initiatives as child cards. This way managers allocate the right amount of work necessary to successfully complete a project to the team members.
* Open the image in a new tab to get a closer view.
There are many ways to break down an Initiative into smaller work items. Moreover, you can link already existing cards to an Initiative and thus make them part of the project.
Important: All approaches described below are applicable to the Initiatives that live on the Initiatives Workflow and on the Timelines Workflow.
Create an Initiative and drag & drop it to the Cards Workflow (Video 1).
A new child card opens -> enter its properties (name, deadline, priority, etc.) and click "Add card" button to make it present on the board. This way you can create as many child cards as needed to outline the scope of your Initiative. The two items are now linked.
Every child card you create is represented by a colored rectangle on the Initiative card. On hover, you can find details for the child card. Double click on the rectangle to open the child card.
You can drag & drop an existing card from the Cards Workflow to the Initiative/Timeline Workflow and attach it to an existing Initiative using the "Link the card as a child" option.
Note: You can select multiple cards and link them all together to an existing Initiative.
Step 1: Click on the Initiative plus sign to create a new child card.
Step 2: Use the mini Boardmap and define where the card is to be created. Select a Board and use the mouse cursor to define its position in the respective workflow.
Open an Initiative and use the Links Overview menu to link existing cards.
Use the plus icon (+) to link the Initiative as a Child; Parent; Relative; Predecessor or Successor.
Just select the type of connection and enter a card ID or a Title to refer to an existing card in the system and link the two items -> then "Create a link".
Double click to open an Initiative and select the LINKS tab.
Select "Create New Link" to open a menu that displays all types of relations (img.1) in the system (child, parent, relative, predecessor, successor). Make your choice. Then use the "Board minimap" to define the card position on the selected board.
Note: The last choice in the menu "Link to existing card" (Img.1) allows you to link the Initiative to an existing card in the system. Select it to open an additional menu where you can define the type of relation between the items just by clicking the respective button.
Then enter a card ID or a Title to refer to an existing card in the system and link the items via the "Create a link" button.
The Links tab displays all linked cards in a list. Use the "Configure Results" button to display any card-related information that you want to become visible.
For example, you can easily add further details such as: description, tad, size, etc -> just select the pills from the configuration panel and Apply your changes.
Use the Related Board feature to link cards. The Related Boards feature can be accessed from the board sidebar. This feature facilitates the breakdown process of your work across multiple boards.
For more information, please check the dedicated article.
To learn how to delete card links, please check the dedicated article.