Initiatives
Track time-boxed engineering goals with milestones, deadlines, and progress tracking -- from creation through completion.
Initiatives (/initiatives) are time-boxed engineering goals with target dates and milestones. Use them to track cross-cutting objectives like "Achieve DORA Elite by Q2" or "Reduce P95 latency to under 200ms."
Initiatives overview
The main page shows a summary row and a filterable list of all initiatives.
Summary cards
Four cards at the top provide a snapshot:
- Active -- initiatives currently in progress
- Completed -- initiatives that have been marked complete
- Overdue -- active initiatives past their target date
- Avg Progress -- average completion percentage across all initiatives
Status filters
Filter the list by status: All, Active, Completed, Missed, or Cancelled.
Creating an initiative
Click New Initiative to open the creation modal. Fill in:
- Title (required) -- a clear description of the goal
- Description (optional) -- additional context
- Target Date (required) -- the deadline for the initiative
- Milestones (optional) -- individual checkpoints that contribute to progress. Add as many as needed.
Initiative card
Each initiative is displayed as an expandable card showing:
- Title and description
- Status badge (Active, Completed, Missed, or Cancelled)
- Progress bar with percentage
- Days remaining (or days overdue, highlighted in red)
- Milestone count (completed / total)
- Target date
Click the expand arrow to reveal the milestone checklist and action buttons.
Milestones
Milestones are individual checkpoints within an initiative. Each milestone can be toggled between complete and incomplete by clicking its checkbox. Completing milestones automatically updates the initiative's progress percentage.
You can add new milestones to an existing initiative from the expanded card view. Type a milestone title and click Add or press Enter.
Completed milestones show a completion date and a strikethrough style.
Initiative statuses
| Status | Meaning |
|---|---|
| Active | Currently in progress |
| Completed | All work finished, goal achieved |
| Missed | Target date passed without completion |
| Cancelled | Initiative was abandoned |
From the expanded card, you can:
- Mark Complete or Cancel an active initiative
- Reactivate a completed or cancelled initiative
- Delete an initiative permanently
Progress tracking
Progress is calculated from the ratio of completed milestones to total milestones. The progress bar color changes based on completion:
- Blue -- under 40%
- Amber -- 40% to 74%
- Green -- 75% and above
Overdue detection
Initiatives past their target date are flagged as overdue with a red indicator showing how many days past the deadline. The Overdue summary card on the overview page gives you a count of all initiatives that need attention.
Automation integration
Initiatives integrate with the Automations system. The INITIATIVE_OVERDUE trigger fires when an initiative passes its target date, allowing you to send Slack notifications, create follow-up issues, or fire webhooks automatically.