Highlight one or more assets in the Assets view.

Click Add to initiative in the bottom right.

Select an existing initiative (preexisting for the client) or create a new one from scratch (No Template)...or from a Template. 

Click Save and view to create or update the initiative.

View the newly created initiative page.

• Create a ConnectWise ticket or 
• Link to an existing opportunity 
• Create a new opportunity if needed.
• Link to an existing Quoter Quote (done from Within Quoter)

• Status
• Priority, 
• Scheduling and target quarter.

Link the initiative to meetings. 

Edit the subject and executive summary as needed.

1. Add or Link to Action Items

    

   

Scroll down to view the predefined budget based on global or client asset settings.

Add or remove assets as needed. Click Save changes to update the roadmap.