Option 1: Right-click in the Requested column of the Initiative Workflow lane and create the Initiative.
The Initiative appears as a Kanban card including all the respective properties -> fill in the information related to the Initiative and аdd it to the workflow.
The Initiative is visualized as a rectangle - double click to open it.
Tip: Click the plus icon of the Initiative to break it down and start creating its first child cards.
Option 2: Another way to create an Initiative is using the green plus icon at the top right side of the board interface. Click the plus button and select "Create new Initiative".
The Initiative gets created in the "Requested" column of the Initiatives workflow.
- If you select Create New parent card-> the card you dragged will trigger an Initiative creation and will be automatically linked to it as a child card. Afterward, it will be positioned back at its previous board location.
- If you select Convert into Initiative -> the card will instantly become an Initiative, without any relations. Note that the card will be no longer available in its previous location.
Option 4: You can create an Initiative of multiple cards, using the drag & drop option.
Select a group of existing cards (by drawing a box around them) that belong to one project/a bigger task or epic -> drag & drop them to the Requested column of the Initiatives Workflow lane.
The first card in the row will be duplicated as an Initiative and all the other project-related cards (including the one that triggered the Initiative creation) will be automatically linked to it as child cards.
Once the Initiative is created, all cards in the batch will be placed back in their previous positions on the Cards Workflow.