Initiative

With this release, users can now create Initiatives. Initiatives allow users to combine releases from different Story Maps into a single view, where users can see what Activities have been worked on across those releases.

Open

Creating an initiative

Initiatives can be located on the initiative page and can be accessed via the “Initiative“ button in the top navigation bar

Open

Clicking the “Add“ icon will bring up a popup screen where users will need to enter the initiative name.

Once created, it will appear in the Initiative list below the search bar

Adding releases to an Initiative

After opening an Initiative click the “Setting” icon → “Add Releases“ option.

This will open a popup where users can add releases to the Initiative.

To add a release, users will first need to search and select a Story Map and then search and select releases from that Story Map.

Once releases have been selected from a Story Map, users can then change the Story Map and add releases from other Story Maps

Once releases have been selected click the “Add“ Icon to add them to the Initiative. When a release is added to an Initiative, all Activities in those releases will be automatically added to the Initiative.

Grouping/combining and splitting Initiative releases.

Once releases have been added to an Initiative. They can be combined/grouped together by using the “Group“ drag icon and dragging and dropping one release onto another. This can be done multiple times with any combination of releases.

Combined releases can be split up if needed. This is done by selecting the “Option” icon → “View releases“. This will open a popup where releases can be selected and split from the grouping.

Adding and removing Activities

Activities are automatically added when added releases but they can also be managed manually. This can be done by selecting the “Setting“ → “Add and remove activities“. This will open a popup where you can remove Activities and add new Activities by searching and selecting them. The options available in the dropdown are only Activities within the Story Maps in this Initiative (i.e. all the Story Maps the added releases are in).

Re-ordering

Activities and Initiative releases can be re-ordered by using the “Re-order“ drag icon.

Deleting Initiative Releases.

Initiative releases can be removed from the Initiative by clicking the “options“ → “Delete”. This will remove the release from the Initiative or all the releases that have been combined/grouped.

Initiative name and period (Start/End date)

Initiative name and time period can be edited via the “Settings” → “Set Initiative period” and “Settings” → “Set Initiative name” respectively.

Access

All active users can create and view all initiatives. Only the owner and members added via the “Settings” → “Edit members” can edit the details of an Initiative (e.g. add/remove releases, re-ordering, etc.).

The release data/information within the Initiative still resides within their respective Story Maps, this means that to view all the data within an Initiative a user will still need view access to respective Story Maps, either added as a viewer or the user has the “Global Story Map Viewer“ global permission.

Story Maps

While on the Story Maps page. Users will now have a new option when viewing the list of Story Maps. This is “Shared with you“. This will list Story Maps shared with you either as an editor or as a viewer.

Bug Fixes

• Explore items are now ordered alphabetically and are not case-sensitive.

• On the Story Maps page, when searching for a Story Map with the type “Shared with you (Viewer)“, some Story Maps would get filtered out incorrectly, this has been fixed.

• In some cases, the edit epic name Icon popover would display in the corner of the screen and not be usable. This has been changed to a button that opens the “Edit epic name“ popup screen.