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Using Initiative

The everyday how-to guides. Dip in wherever you need — there's no required order, and you don't need any of them to get started.

Not sure how the pieces fit together yet? How Initiative is organized draws the map, and it takes four minutes.

  • Communities

    Switch between workspaces, invite people, run your group.

    Communities

  • Initiatives

    Create initiatives, add members, set up roles.

    Initiatives

  • Projects & tasks

    Build boards, add tasks, set priorities and due dates.

    Projects & tasks

  • Files

    Text, spreadsheets and whiteboards written together in real time, and everything you've been sent.

    Files

  • Tools

    All nine of them, and which one to reach for when.

    Tools

  • Calendar & events

    Things that happen at a time, with RSVPs and reminders.

    Calendar

  • Queues

    Whose turn it is. Rotas, running orders, chore wheels.

    Queues

  • Counters

    Numbers that move. Tallies, totals, scores, seats left.

    Counters

  • Dashboards

    One screen that answers "how are we doing?"

    Dashboards

  • Posts

    A noticeboard. Announcements, polls, and who's read them.

    Posts

  • Galleries

    A wall of pictures. Mockups, screenshots, the four logos that lost.

    Galleries

  • Wikis

    Linked pages, for the things your group knows rather than the things it is doing.

    Wikis

  • Plug-ins & the marketplace

    Ready-made dashboards and plug-ins built by other groups.

    Plug-ins & the marketplace

  • Tags

    Label things so you can find them again.

    Tags

  • Your space

    My Tasks, your calendar, your stats — everything that's yours.

    Your space

  • Messages

    Private conversations, two people or a few, encrypted end to end.

    Messages

  • Search & shortcuts

    Find anything fast, plus the keystrokes worth learning.

    Search & shortcuts

  • Mentions & links

    Point at people and other work from a comment or a text document.

    Mentions & links

  • Notifications

    Choose what you're told about, and where.

    Notifications