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2022-11-29 Import Initiatives, Enterprise Plan Team Management & Label Sync
2022-11-29 Import Initiatives, Enterprise Plan Team Management & Label Sync

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Chuen Seet avatar
Written by Chuen Seet
Updated over 2 years ago

1) Import Initiatives

You may already have a list of initiatives and your our initiatives may be kept in another tool, such as Excel. Now you can import from Excel to create your list of initiatives in Jibility.

You can read more about the import initiative feature here.

Click on the Import button in the Initiative step, as shown below, to import initiatives.

Note that Jibility does not support importing and updating your existing initiatives. This feature supports creating new initiatives only.

2) Enterprise Plan Team Management

Enterprise Plan supports a floating license model that allows the re-allocation of Jibility licenses from one user to another. Enterprise Plan customers who choose to have a dedicated Jibility environments can now also self-manage their license allocations through our new Team Management function.

To find out more about the new Enterprise Plan Team Management feature please read this.

3) Synchronise Challenge and Objective labels in the Objective Step

When in the Objective Step, you can filter your list by labels for challenges or objectives. If you are using the same labels to tag both your challenges and objectives then you can select the Sync toggle button to automatically synchronise the two label filters. i.e. The label filter you select for challenges are also applied for your objectives and vice versa.

In the following example, when the Sync toggle is enabled, the "Customer & Marketing" label filter for challenges and objectives are automatically aligned.

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