All Initiatives Timeline
Overview
The All Initiatives Timeline in ChangePlan provides a visual representation of your organization's initiatives over time. This feature helps teams track go-live dates, key activities, and overall project timelines at a glance.
Accessing the Timeline
- Go to the All Initiatives Page
- Navigate to the left-side menu.
- Click on All Initiatives Timeline.
- Adjust Your View
- The system defaults to the current timeline view.
- Use the zoom controls to adjust the scale of your view.
Viewing and Navigating the Timeline
Zooming Options
You can adjust the scale of your timeline view:
- Month View: Displays initiatives with red lines marking their go-live dates.
- Week View: A focused view showing recent and upcoming initiatives.
- Quarter View: A broader overview of initiatives grouped by quarters.
- Quarter-Year Range: Displays three months at a time, ideal for leadership presentations.
Scrolling Through the Timeline
- Scroll left or right to navigate past and future initiatives.
- Use the expand/collapse function to show or hide engagement communications and learning activities related to each initiative.
Exporting the Timeline
- Click the Export Image button (top-right corner).
- The system will generate an image file of the timeline for easy sharing.
Use Cases
- Project Planning: Understand the timing and overlap of initiatives.
- Leadership Updates: Present quarter-by-quarter views of ongoing initiatives.
- Change Management: Track when key communications and training activities are scheduled.
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