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Settings - Edit an Initiative Type

1. From the left navigation menu select Initiative Types & Templates.

2. Select the Pencil icon on the Initiative type you'd like to edit.


3. Add, delete, or change the order of custom fields from the listing of custom fields.

  • To add, select the dropdown menu for the full list or type the title of the custom field. Select the checkbox to add the custom field to the initiative type. 
  • To delete, select the X to the right of the custom field name.
  • To reorder, drag and drop the custom fields. 
  • Click save after changes are complete. 


4. Add, delete, or edit tasks in the Workflow.

  • To add a new task, select the New task button, add a task title and other details then click Add. 
  • To reorder tasks, click and drag the task name to the desired position in the listing
  • To edit a task, click the edit (pencil) icon and then make the necessary changes. Click Update when changes are complete.
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