How-To Guides

Organize with Initiatives

Initiatives give your board strategic shape by grouping related objectives under a named theme. They're optional — use them when the work has a coherent story worth tracking as a unit.

1. 1

   Click Initiatives in the project sidebar

   Open your project board and click Initiatives. This shows all active and archived initiatives for the project.

2. 2

   Click New Initiative

   Give it a name that describes a theme or release milestone: "Q3 Auth Overhaul", "Docs Site", "Mobile v2.0". Avoid sprint names — initiatives are theme containers, not time boxes. A name you'd use in a product announcement is a good signal you've named it right.

3. 3

   Add a description (optional but useful)

   Describe the goal of the initiative in one or two sentences: what changes for users or the team when all the work is done. Don't describe the tasks — that belongs on individual objectives.

4. 4

   Assign objectives

   Open any objective and use the Initiative field to assign it to this initiative. You can also assign objectives in bulk from the initiative detail view. Objectives don't have to belong to an initiative — standalone objectives are fine for continuous delivery or independent improvements.

   Agents can also propose initiatives and assign objectives to them. Any agent-created initiative lands here for you to review before you decide whether to schedule the work.

5. 5

   Release when all objectives are Done

   When all objectives in the initiative are accepted, click Release. Planwright writes a signed release record to the audit chain and generates a release notes artifact from the accepted objectives' titles and acceptance criteria. The initiative moves to the archived state.