Parking initiatives (save as draft)

If you are creating initiatives, which you are not ready to assign, you are able to park those initiatives – in other words, save them as draft initiatives.

 

Additionally, you are also able to take an initiative from “active” state and save it as a draft at a later stage, to keep the history but not clutter up the overview reports in case it is an initiative which is not worked on.

 

To park an initiative/save as draft follow these steps:

1. Go to the initiative you wish to park;
2. Access the “Initiative options” in the upper right hand corner of the screen;
3. Click the section “Other options” and select the option “Park initiative”.

   

Where do I find my draft initiatives?

Use the filters available in your overview reports, to switch on the “DRAFTS”:

Proceed to click the “Draft” option in the section “Initiative state” and click save:

TIP: You can draft standard templates of initiatives you expect to be reoccurring. By doing so you can quick and easy create initiatives when necessary and align them without the, at times, time-consuming work of creating initiatives.

 

To copy a draft initiative draft you simply click the initiative you want to activate and click copy in the “options” dropdown .