Creating Initiatives from Template Initiatives

Once you've created a template initiative, you will most likely want to create initiatives from this Template.

To do this, here are the steps that you will need to follow:
  1. Go to the Initiative Settings page of the template you just created
  2. Select "Actions" in the left navigation menu
  3. Click the "Create Initiative" button
A new initiative will be created with the exact same properties / items / tasks as your template.


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