Group related briefs into a hierarchy that mirrors how your team plans — epics, workstreams, quarters, or however you organize work.
Initiatives let you organize briefs into a tree structure so your team can see how individual projects connect to larger goals. Each initiative has a title, description, and metadata sidebar, and can contain child initiatives or linked briefs.
The tree view gives you a bird's-eye picture of how work rolls up. Click any node to see its details, or expand the tree to trace a brief back to the initiative it belongs to.
Open the Initiatives tab — Navigate to Initiatives in your workspace sidebar.
Create an initiative — Click "New Initiative" to create a top-level node. Give it a title and optional description using the built-in editor.
Build the hierarchy — Drag initiatives to nest them under a parent, or create child initiatives directly from the tree. There is no depth limit.
Link briefs — Associate existing briefs with an initiative. An initiative can have multiple linked briefs.
View metadata — Select any initiative to open the metadata sidebar. It shows the title, description, linked briefs, and child initiatives at a glance.
Tree view: Expand and collapse the hierarchy to focus on the level you care about. The tree uses drag-and-drop for reorganization.
Card view: Switch to a card grid for a flatter view of your initiatives. Display preferences (card vs. tree) are saved per page.
Brief search: Search for briefs to link from the initiative detail view. Results filter as you type.
Metadata sidebar: Each initiative shows a sidebar with its description, linked briefs, and position in the hierarchy.
Role-based access: Creating and managing initiatives requires the initiatives.manage permission. Team members with viewer roles can browse the tree but cannot make changes.
Realtime updates: Changes to the initiative tree are broadcast to all connected users in real time.