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How do I create an initiative?

  1. From your Dashboard, click on Settings.

  2. From Settings, click on Team.

  3. Click the Add link next to the Initiatives list.

  4. Create a name for your initiative.

  5. Add users by clicking the plus sign (+) in the Add Users and Groups field.

  6. Fill out the rest of the form and click Add.



For more information on what a group is check out our FAQ article What is an initiative?

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