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Flexible initiative tracker template
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Flexible initiative tracker template

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All initiatives

Start with an overview, then choose how you want to see your data.
Timeline
Board
Detail view
Dashboard
On this page, you’ll find all of your team’s initiatives and controls that filter data just for you. And each subpage uncovers another table view that gives your team the flexibility to tack and update initiatives in whatever best suits their needs. ​Group or sort the table below to easily identify data of interest. Leverage
conditional formatting
⁠
to color code. Choose personal or collaborative mode within the control settings to determine if the data filters just for you or for everyone. Hover over any of the values in stage or latest status columns to see definitions. You can set the stage tags here:
Stages
⁠
and the status tags here:
🚦Status updates
⁠
.
⁠
⁠
Add initiative
⁠
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Stage:
Idea
+5
⁠
Team:
All
⁠
All initiatives
6
Details
Initiative name
Team
Owner
Start date
End date
Stage
Latest status
Status last updated
1
Email Campaign
Marketing
James Booth
Jun 6
Jul 13
Active
🟢 On track
Aug 30, 11:45 AM
2
Social Media
Marketing
James Booth
Jul 13
Aug 19
Not started
🟡 At risk
Aug 30, 11:45 AM
3
A sub product
Product
Adam Davis
Jul 15
Jul 29
Not started
🟡 At risk
Aug 30, 11:45 AM
4
Product X
Product
Adam Davis
Jul 8
Aug 5
Active
🟢 On track
Aug 30, 11:45 AM
5
Improve close rates
Sales
Buck Dubois
Jul 13
Aug 11
Active
🟡 At risk
Aug 30, 11:45 AM
6
GTM collateral
Design
Lola Tseudonym
Jun 29
Aug 11
Complete
🟢 On track
Aug 30, 11:45 AM
7
For Persona Y
Marketing
James Booth
Jun 15
Jul 31
Active
🔴 Off track
Sep 13, 3:11 PM
8
Product revenue
Finance
Joel Davis
Jun 9
Jul 6
Idea
🟢 On track
Aug 30, 11:45 AM
9
Projected sales
Finance
Joel Davis
Jul 4
Jul 22
Active
🟢 On track
Aug 30, 11:46 AM
10
Customer engagement
Sales
Felix Marlin
Jul 14
Aug 19
Complete
🟢 On track
Aug 30, 11:46 AM
11
Sales partnership
Sales
Mary Jones
Jul 5
Aug 4
Active
🟡 At risk
Aug 30, 11:46 AM
12
Campaign design
Design
Maria Marquis
Jun 30
Aug 19
On hold
🔴 Off track
Aug 30, 11:46 AM
13
Brand design
Design
Lola Tseudonym
Jul 13
Aug 10
Not started
🟢 On track
Aug 30, 11:46 AM
14
Offsite budgeting
Finance
Joel Davis
Jul 13
Aug 10
Active
🟢 On track
Aug 30, 11:46 AM
There are no rows in this table
⁠
🚦Status updates
Red, yellow, green
Name
Description
1
Green
🟢 On track
Things are going well, and no delays are expected.
2
Yellow
🟡 At risk
There is risk of a delay.
3
Red
🔴 Off track
Things are blocked and unable to progress.
There are no rows in this table
⁠
Stages
1
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