- OPTION 1 - Within the assessment report
Navigate to the assessment report you want to use.
Click Create an initiative for the desired item.

Select an existing initiative, an existing template, or create a new initiative with or without a template.

- OPTION 2 - Take action on assessment results
Click Take action on results to view available actions for assessment results.

Click Link to initiative to associate results with one or more initiatives.

Create initiatives - From Assessments
Updated on