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Flexible initiative tracker template
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Flexible initiative tracker template
All initiatives

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Board

When an initiative’s stage matters most, leverage a card view and groups to create a kanban board. Navigate to the table options to choose what to group by, or to hide/display rows from other columns. Move a card to another group, and see the change reflected across all the other table views in this doc.
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Board
6
Idea
1
Not started
3
Active
7
Complete
2
On hold
1
Product revenue
Joel Davis
Finance
Social Media
James Booth
Marketing
A sub product
Adam Davis
Product
Brand design
Lola Tseudonym
Design
Email Campaign
James Booth
Marketing
Product X
Adam Davis
Product
Improve close rates
Buck Dubois
Sales
For Persona Y
James Booth
Marketing
Projected sales
Joel Davis
Finance
Sales partnership
Mary Jones
Sales
Offsite budgeting
Joel Davis
Finance
GTM collateral
Lola Tseudonym
Design
Customer engagement
Felix Marlin
Sales
Campaign design
Maria Marquis
Design
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