Initiative

The Initiative is a feature-rich project management platform designed for teams that require workspace isolation and fine-grained rights control. ### 1. create an account The first time you access the app, the system will guide you to create a ** super administrator account **. This account has the highest privileges. ### 2. Create a Guild Unions are the top-level organizational unit, similar to a "team" or a "company": 1. Click the **+* button on the left to create a new union 2. Fill in the name of the union 3. Invite team members to join ### 3. Create an Initiative An Initiative is a collection of projects used to organize related work: 1. In the sidebar, click **+ Add initiative** 2. Set name and color identification 3. Documents and projects can be added ### 4. create a project Create specific projects under the Initiative: 1. Expand Initiative → Click **Projects** 2. create a new project 3. Set the task status flow (e.g.: to-do, in progress, completed) --- ##Core Features ###Task Management | function| description| |------|------| | ** Kanban View **| Drag-and-drop Kanban Task Board| | ** Table View **| Batch viewing and editing tasks| | ** Calendar View **| Plan tasks by date| | ** Gantt Chart **| Visualize project progress| | ** My mission **| Summarize all tasks assigned to you| ###Collaboration document - rich text editor - ** Real-time collaboration **(editing by multiple people at the same time) - Support comments and discussions - Link to multiple projects ###Permission system The Initiative uses a 4-layer authorization model: ``` Platforms → Unions → Initiative → Projects ``` - ** Union Administrator **: Manage union members and settings - **Initiative Project Manager **: Control access and create projects - ** Project members **: Participate in specific project work --- ##Advanced Features ###AI integration 1. Enter Settings → AI Configuration 2. Add API Key (support OpenAI, Anthropic, etc.) 3. AI can be used to generate descriptions and subtasks when creating tasks