Creating an initiative

Last updated: August 11, 2026

Creating an initiative requires organization admin permission. Holding a role inside an existing initiative — including Initiative Owner — doesn't allow it.

Two ways to create

Via the Initiative Overview page in the Admin portal
- The create initiative button or via the gantt chart
Via the sidebar create initiative option inside the initiative switcher

Why you might not see the option

If you administer an initiative but aren't an organization admin, you'll see the initiative switcher but no create option — not the button, and not the entry inside the switcher.

That applies to Initiative Editors, Content Creators, Content Approvers and Viewers. All four can administer something, which is why the switcher appears; none of them can create.

If you need to create an initiative and can't, you need organization admin rights — ask whoever administers your organization.

After creating

A new initiative starts unpublished. Its content stays hidden from members until you publish it, so you can build the whole program before anyone sees it. See Publishing and unpublishing an initiative.

Next steps are usually:

Assign an owner — see Initiative roles and permissions
Add members — see Adding members from organization groups
Add content — see The content table
Publish