Pipeline Menu : Helpdesk

In this article

Overview

Use the Pipeline menu to navigate to the different areas of the Initiative Pipeline module.

Click Initiatives to access the module.

Select the initiative you want to view.

Breadcrumb trail to navigate between different sections within the hierarchical structure.

	Burger menu to access the different areas of the initiative module.
	Email the initiative by inputting an email address.
	Download the initiative.

	Add notes and attachments to the initiative.
	View the audit log to see what changes have been made and who made the changes.
	Click the dotted menu to set who has access, set initiative owner reviews and make a copy.
	Change the status of the initiative: 1. On-hold: Temporarily not being dealt with or pursued. 2. Cancelled: Initiative will not be continued.
	Click +Add KPI to add an existing KPI to the initiative.

Now that you cannavigate the Pipeline menu: see Idea/ Initiative Performance