Completed Initiatives

← Back to Initiatives section

• Availability
  • Plan: All
• Roles and Permissions
  • Add/Delete: Admin, Editor, Product Manager
  • Edit: Admin, Editor, Product Manager
  • View only: Reviewer

Once all the ideas on an initiative have been done, you can complete it and remove it from your main roadmap.

To complete an initiative, click on it to open the canvas and select "Completed" under the column options.

You will be able to select the completion date as well as enter details about the outcome for the initiative itself. This gives you the opportunity to outline if the work that you did had the impact you expected it to have, and how you might replicate success in another initiative.

If there are any active ideas left, you can choose what to do with these ideas before marking the initiative as complete. All completed initiatives will be moved to the completed column. Here, you will be able to look at initiatives completed in the last 3 months, in the last 3-6 months and over 6 months from the current day. We also have a handy automation that you can enable so that when an initiative is marked as complete, any linked ideas on that initiative will be automatically archived. You can read more about this here. 

To restore an initiative, click on it to open the canvas and select the column it should be moved to.