Initiative updates
Report Initiative health without replacing child Project status.
An Initiative update is an authored health report for the Initiative itself. It helps leaders summarize a broader delivery theme while preserving Project-level detail on the child Projects.
Initiative-authored health
Initiative Overview and Initiative tables use the latest Initiative-authored update for health. Child Project updates do not satisfy the Initiative's own update schedule and do not change the latest Initiative health card.
The Initiative Activity feed includes:
- structured Initiative health update cards
- Initiative subject comments
- update-scoped replies and reactions
- compact planning Activity rows for schedule, Team, status, roadmap, and property changes
Property rows use exact semantic icons or the changed person's avatar for owner and membership events. Status, Teams, Projects, dates, schedules, icon color, and labels use event-time display snapshots where available. Label edits are grouped into one row per save, including archived-label deletion with preserved historical name and color.
The visible Activity surface stays Initiative-authored. Child Project history remains an internal reader capability and is not shown as a user-facing toggle.
Initiative updates use the same compact report formatting as Project updates:
the Type / for commands placeholder, no permanent formatting toolbar, @
mentions, and a curated / menu for section headings, bulleted and numbered
lists, quotes, and dividers. List markers stay visible during authoring and in
posted updates. Open / and @ menus own Enter so it selects the highlighted
option without posting. After the menu closes, ⌘ + Enter / Ctrl + Enter posts the
draft; plain Enter continues editing. Full-document blocks remain outside the
Activity feed.
Changed context
Initiative update context can include changed status, Team, owner, labels, dates, and Project counts. As with Project updates, context is display-safe and stored with the update at publish time.
Initiative Health answers "how is this Initiative doing?" Project Health answers "how is this Project doing?" Integrity keeps those signals separate.
Review evidence
An Initiative document or Update can report an alignment or integration assessment: which outcomes are covered, which Project evidence was reused, what additional journeys were checked and which gaps remain. The coding plugin no longer runs these reviews as checkpoints; see Review the whole Initiative.
An Update reports the assessment made at that time. Later changes to membership, Project documents, shared contracts or implementation can make that review stale; the agent checks the current inputs before using an approval. Update Health does not itself approve a review, accept a deferral or authorize completion. References follow the reader's current access, so an Update cannot reveal hidden Projects or grant access to linked evidence.
Table health
The Initiative table uses the same compact Health preview pattern as Projects. The preview shows the latest Initiative update, stored context rows, comments, reactions, and a route back to the Initiative Activity tab for a new update.
Permissions
Type @ in an update, comment or reply and choose Entities to find accessible Issues, Projects and Initiatives. Suggestions work before the first discussion entry and support names containing spaces.
Reading follows Initiative visibility. Publishing, editing, deleting, and scheduling health updates require Initiative edit permission. Comments and replies use a separate discussion permission, so readers can participate without gaining health-update or property-editing authority. The Team's Issue comment setting applies only to Issues. Hidden private Teams and inaccessible child Projects are omitted or rendered as display-safe references.