Create your first goal-initiatives and link to features

Creating Goals > Initiatives > Features in Zeda.io

With Zeda.io, you can not only define your goals and initiatives on the platform but also link them to features and seamlessly track their outcomes.

You can access the goals and initiatives from Planning > Goals.

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1. Creating Goals & Initiatives

To create a goal in Zeda.io, follow the below steps -

  1. Click on the + Add goal CTA on the top right corner of the dashboard
  2. Enter the title (mandatory) and description of the goal. 
  3. You need to add timeframe (mandatory) which is a period under which you want to achieve the goal.
  4. You can also add assignee and tags to your goals.
  5. Click on Create Goal to create the goal in the list.

Note: Goal details can be edited later.

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To create an initiative in Zeda.io, follow the below steps -

  1. Two way through which create initiative can happen 
    1. either click on the +Add an initiative button next to goal title
    2. Click on a goal, click on the 'Add Initiative' CTA in the right side of the goal page.
  2. Both of them open the create initiative side pane.
  3. Enter the title (mandatory) and description of the initiatives. 
  4. You can add due date which is time by when you want to finish the initiative. 
  5. You can also add assignee and tags to your initiatives.
  6. Click on Create Initiative to create the initiative under the goal.

Note: Initiative details can be edited later.

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2. Linking features to initiatives

To align a feature to an initiative, follow the below steps -

  1. Click on any initiative from the main goals dashboard or from an individual goal page.
  2. Click on the 'Align to a feature' button from the initiative page.
  3. Select the features from the list which you want to align to that initiative to track the progress.

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To know more about goals and initiatives refer to this article.