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Initiative Search within Canvas

Initiatives give users a way to strategically manage all the various activities supporting a marketing effort. In Canvas, initiatives are central to visualizing these marketing efforts and tracking their progress. We’ve now made it easier and more intuitive to find the initiatives you’re looking for when setting up a chart!

 

Managing Initiatives in a Chart

 

In edit mode of a Matrix or Timeline chart, select ‘Manage Initiatives’ in the top toolbar or ‘Manage’ in the right hand panel. This will bring up a search screen that leverages the power of global search, meaning you’ll be able to search by multiple criteria including title, description, stage, owner, and custom fields.

 

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To add an initiative to the chart, select the plus icon. Initiatives that have been added to your chart appear on the right side of the page. To remove any initiatives from you chart, simply click the x icon.

Advanced Search

 

To apply more specific search criteria, select the Advanced dropdown in the search bar. You will first see some pre-defined searches for initiatives you own, or in-progress initiatives. Previous saved searches will also appear in the dropdown

 

 

If you would like to create your own, customized search, click Advanced Search at the bottom of the dropdown.  Here you can search specifically by the following:

  • Initiative owner(s)

  • Progress stage(s)

  • Initiative start and end dates

  • Initiative type(s)

  • Any select, multiselect, or date custom field

 

Use the default search criteria options or select  + Add a filter to apply a custom field.

 

Once you’ve defined your criteria, select ‘Search’ to return the initiatives you’re looking for.

 

Your most recent searches will be saved and can be accessed from the dropdown. To update search criteria, select Refine Criteria.

 

Filters can be removed by selecting ‘Remove’, and entire searches can be cleared by selecting Reset Criteria.

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