Will the assigned owner of the Initiative have access to edit the Initiative?

Category: General

Profit.co now provides editing access for Assigned owners who are selected in an Initiative.

Why this Feature?

  • By using this feature, Assigned owners can view and Edit the initiative data from the Initiatives menu.
  • Users can update the Planned Start Date, Planned End Date, and the Milestone for the initiative.

Note: Previously only Super Users can edit and modify the initiative data.

For instance, let’s consider that Magnus Nielson the manager has assigned Mikkel Carlsen her subordinate as the owner of a new Initiative.

New initiative

Let’s see how Mikkel Carlsen can edit and modify the assigned initiative.

Step 1:

Navigate to Statergy → Initiatives from the left navigation menu.

Initiative navigation

Step 2:

On the Initiatives page, select the Initiative you wish to Edit.

Initiative page

Step 3:

On the Edit Initiative panel, you can modify the Planned Start Date, Planned End Date, and Status as well as Add Milestones. Once done, click on Update. 

Edit Initiative

Related Answer Post

To learn the process of creating a new Milestone Strategy, click here.

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