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.
- to link existing Initiatives
How to create a new linked Initiative?
Press CTRL and drag & drop the Initiatives into the same/new Initiatives swimlane to create new child Initiative and set up the parent/child relationship between the two Initiatives.
Select the Initiative Context menu (1) and click to Link/Copy (2) to open the Link panel.
You can select the type of relationship that you want to establish between the Initiatives (child/parent/relative/predecessor/successor).
Once you make your choice, use the Board minimap to point the place, where the new linked Initiative is to be created.
It can be created on the same board or to any board in your account.
Open the Initiative and select the Links tab -> use the Create new Link (1) option to open the "Create new Links" panel and set up the type of relationship you want to establish. Use the Board minimap to define the location of the new initiative that is to be created.
How to link exiting Initiatives?
In order to link to existing Initiatives, they have to live on the same board.
Press CTRL and drag&drop the Initiative you want to link on the top of the other Initiatives.
Hold the CTRI button to get the menu with the type of connections you can establish. Select the link type to breakdown your Initiative (parent/child) or set a rule of order between them (successor/predecessor).