If you are creating initiatives, which you are not ready to assign, you are able to park those initiatives – in other words, save them as draft initiatives.
Additionally, you are also able to take an initiative from “active” state and save it as a draft at a later stage, to keep the history but not clutter up the overview reports in case it is an initiative which is not worked on.
To park an initiative/save as draft follow these steps:
- Go to the initiative you wish to park;
- Access the “Initiative options” in the upper right hand corner of the screen;
- Click the section “Other options” and select the option “Park initiative”.
Where do I find my draft initiatives?
Use the filters available in your overview reports, to switch on the “DRAFTS”:
Proceed to click the “Draft” option in the section “Initiative state” and click save:
[…] save an initiative as a draft (park initiative), start by going to the detail page of the […]