Every board you create in Kanbanize has two default sections: the Initiatives Workflow and the Cards workflow.
The Initiatives Workflow is the home of automated portfolio lanes, designed for Senior team members and Project managers to easily track the progress of bigger tasks or projects.
Work items in this workflow are called Initiatives and they move through the workflow completely automatically when their child cards are moved anywhere in your account.
How to create dependencies between Initiatives?
Similarly to the breakdown process between Initiatives and Cards, you can create dependencies between the Initiatives themselves.
The system allows you to:
- create new initiatives and link them right away to the original one.
- link existing Initiatives
How to create a new linked Initiative?
Option 1
Press CTRL and drag & drop the Initiatives into the same or different Initiatives swimlane to create new child Initiative and set up the type of relationship between the two Initiatives.
It could be:
- parent/child
- relative
- predecessor/successor
Moreover, the panel allows you to Move the Initiative to the desired position or copy it.
Option 2
How to link exiting Initiatives?
To link two existing Initiatives, press CTRL and drag&drop the Initiative you want to link on the top of the other Initiatives.
Hold the CTRL button to get the menu with the type of connections you can establish. Select the link type to break down your Initiative (parent/child), make them relatives, or set a rule of order between them (successor/predecessor).
Option 3
This option is practically useful when you create dependencies between Initiatives on different boards and establish a hierarchical structure at the organizational level.
Select the Initiative Context menu and then click the Link/Copy button to open the "Links" panel.
You can select the type of relationship that you want to establish between the source Initiatives and the newly created Initiative. Once you make your choice, use the Board minimap to select the board and point to the place where the new linked Initiative is to be created.
The last choice in the panel allows you to link existing Initiatives across your account. You need to know the Title name or the Initiative ID as a reference.
Option 4
Click on the Initiative itself to open it and select the Links tab. Use the "Create New Link" option to open the links panel and set up the type of relationship that you want to establish. Use the Board minimap to define the location of the new initiative that is to be created.
For example, if you want to create a new Initiative and link it as a child to the source Initiative, you have to select the Initiatives workflow. Respectively the item will be created there.
