Create an Initiative

  1. There are two ways to create a new initiative:
    • From the dashboard, tap the icon at the lower right, or
    • From anywhere in the app, tap the menu at top left and choose New Initiative.
  2. Give the initiative a short, identifiable name.
  3. Add notes on the project, if you wish.
  4. Select the type of initiative.
  5. Tap Create.

Notes

  • It’s important to choose the initiative type carefully, as this choice will affect Engine’s report results.
  • If this is your first initiative and your account was created with Facebook or Google credential, you will be prompted for some additional information before being able to proceed.