Creating Items

The quick create menu lets you add new items — tasks, benefits, costs, risks, and more — from anywhere in the platform, without navigating to a specific page first.

Opening the create menu

The quick create menu can be found at the top of every initiative menu:

Clicking this button, or pressing C on your keyboard, shows every creation option available to you across all the levels in your current portfolio pathway:

Select the item you want to create, at the level you want to create it. This opens a side sheet for you to enter the new item's properties. Once you're ready, click Create.

Creating a RAID item or action

1. Select RAID Item from the Create menu.

   

2. Select the Classification for your RAID item or action. The options that follow may change depending on the classification.

   

3. Where available, assign your item to a specific benefit, initiative, or task.

   

4. Where available, give your item a rating.

   

5. Once you've filled out the necessary details, click Create.

   

Creating a benefit

1. Select Benefit from the Create menu.

   

2. Select the Classification for your benefit. The options that follow may change depending on the classification.

   

3. Once you've filled out the necessary details, click Create.

   

Creating a cost

1. Select Cost from the Create menu.

   

2. Select the Cost Category for your cost.

   

3. Once you've filled out the necessary details, click Create.

   

Creating an initiative

1. Select Initiative from the Create menu.

   

2. Select the Classification for your initiative.

   

3. Once you've filled out the necessary details, click Create. To create several initiatives in succession, check Create another — the side sheet reloads once the item is created.

   

Creating a project

1. Navigate to a Program item and select Project from the Create menu.

   

2. Select the Workstream or Reporting Group for your project.

   

3. Optionally, select Show All Options to access additional project items and custom fields that can be prefilled for the project.

   

4. Once you've filled out the necessary details, click Create. To create several projects in succession, check Create another — the side sheet reloads once the item is created.

   

Creating a task

1. Navigate to an initiative or project and select Task from the Create menu.

   

2. Start by naming your task and assigning an owner. Depending on your initiative or project's configuration, additional options may be available.

   

3. Assign additional resources to your task using the Assigned Resources option.

   

4. Where a Kanban board is available, assign a Kanban Column and Priority to your task.

   

5. The Scheduling tab offers additional options for how the task appears.

   

6. Once you've filled out the necessary details, click Create.

   

Creating a measure

1. Navigate to an initiative or project and select Measure from the Create menu.

   

2. Give your measure a Name, then assign an Owner and a Classification.

   

3. Once you've filled out the necessary details, click Create. To create several measures in succession, check Create another — the page reloads once the item is created.

   

Creating a resource

1. Navigate to the Administration section and select Resources from the side navigation.

   

2. Click New Resource.

   

3. Give your new resource a Name and select a Classification.

   

4. Once you've filled out the necessary details, click Create.

   

Creating a goal

1. Select Goal from the Create menu.

   

2. Where you need to set a target for the goal, click the toggle Set a target for this goal to reveal more options.

   

3. Once you've filled out the necessary details, click Create.