Initiatives

You can find the list of initiatives for a spaces under initiatives in the space:

From this screen you can both create new initiatives, reorder the initiatives, and, if your organization has roadmaps enabled, you can create a roadmap specifically to your space.

Initiatives have a lot of parallels to epics from issue tracking tools. Historically, epics were high-level user stories meant to be broken down into more specific user stories. Since work items themselves are usually broader than user stories, many customers will use work items at the level they have used epics earlier and initiatives for larger bodies of work.

Each initiative has two main parts. First is the description. This can be used to explain the background, collect tasks related to forming the initiative, and add any other information that is relevant to the initiative.

The other section contains the work items connected to the initiative. You can add initiatives from the work item by selecting initiatives in the "…" menu, pressing the ! hotkey, or you can manage the work items directly from the initiatives screen.

Note that you can share initiatives across spaces, and in that case, you will have an additional tab for each space to manage the work items.

Metadata

Initiatives has many of the metadata options as work items, including impact, effort, labels, members, insights etc. You should note that some of the metadata is managed at the organization level. This includes impact, effort, and labels. To manage this, head to the "Roadmap and initiatives" section in your organization settings.