Create and link Initiatives to PBI Items

Quick-Start_Demand-Management-PI-Planning

Create initiatives and link your PBIs to them

1

Go to initiatives and create new one

To list your initiatives, first open an ART and navigate to Program and select ART Backlog in the left sidebar. On this page you will find an Initiatives button in the secondary navigation menu. Click on it and you will be redirected to the initiatives overview page.

initiatives 1-1 (1)
2

Create an initiative

Click on the Create new initiative button in the top right corner to create your first item.

initiatives 1-2
3

Fill out the form and click on Create

Fill out the form giving your initiative a name, owner, and priority. If already known, you can enter the planned and forecast completion dates. Include the status and the status reason of the initiative. There are also a fields available for the goal you hope to achieve with this initiative and for the description. We strongly recommend that you make use of these options.

create new initiative 2
4

Link all your features to the relevant initiative

Now you can start to link all your features to the respective initiative.

Link feature to initiative
5

View initiative’s details page

To view and edit initiatives, click on the title or the symbol on the right (detailed view). All associated features are also listed there.

initiatives 1-5

Next Step: Start a PI Planning

Dein kostenloses WSJF Excel Template + Schritt-für-Schritt Anleitung
Wir senden dir dein kostenloses Excel Template zur einfachen Priorisierung eures Backlogs inklusive einer Anleitung per Email zu. Bitte hinterlasse uns dafür deine Kontaktdaten.
Dein kostenloses WSJF Excel Template + Schritt-für-Schritt Anleitung
Wir senden dir dein kostenloses Excel Template zur einfachen Priorisierung eures Backlogs inklusive einer Anleitung per Email zu. Bitte hinterlasse uns dafür deine Kontaktdaten.
Your free WSJF Excel Template + step-by-step guide
We'll send you the free Excel Template to easily prioritize your backlog inclusive a guide via email. Please enter here your contact data.
Your free WSJF Excel Template + step-by-step guide
We'll send you the free Excel Template to easily prioritize your backlog inclusive a guide via email. Please enter here your contact data.
Dein kostenloser Complexity Calculator + Schritt-für-Schritt Anleitung
Wir senden dir dein kostenloses Excel Template zur einfachen Berechnung der omplexität in Story Points inklusive einer Anleitung per Email zu. Bitte hinterlasse uns dafür deine Kontaktdaten.
Dein kostenloses Complexity Calculator + Schritt-für-Schritt Anleitung
Wir senden dir dein kostenloses Excel Template zur einfachen Berechnung der Komplexität in Story Points inklusive einer Anleitung per Email zu. Bitte hinterlasse uns dafür deine Kontaktdaten.
Your free Complexity Calculator + Step-by-step user guide
We'll send you the free Excel Template to easily prioritize your backlog inclusive a guide via email. Please enter here your contact data.
Your free Complexity Calculator + Step-by-step user guide
We'll send you the free Excel Template to easily prioritize your backlog inclusive a guide via email. Please enter here your contact data.
Your free Velocity Template + Step-by-step user guide
We'll send you the free Excel Template to easily prioritize your backlog inclusive a guide via email. Please enter here your contact data.
Your free Velocity Template + Step-by-step user guide
We'll send you the free Excel Template to easily prioritize your backlog inclusive a guide via email. Please enter here your contact data.

Dein kostenloser Velocity Template + Schritt-für-Schritt Anleitung

Wir senden dir dein kostenloses Excel Template zur einfachen Berechnung der complexität in Story Points inklusive einer Anleitung per Email zu. Bitte hinterlasse uns dafür deine Kontaktdaten.
Dein kostenloser Velocity Template + Schritt-für-Schritt Anleitung
Wir senden dir dein kostenloses Excel Template zur einfachen Berechnung der omplexität in Story Points inklusive einer Anleitung per Email zu. Bitte hinterlasse uns dafür deine Kontaktdaten.