Task Management: Initiatives Insights

The Insights section provides a comprehensive overview of all organizational initiatives. It helps you track progress, understand workload distribution, and monitor performance across departments and individuals. Use these insights to identify trends and understand where to focus your efforts to ensure success.

Navigate to Task Management → Initiatives → Insights to access this section. Use the Date Picker to select a range of dates or predefined periods (e.g., last week, last month, year-to-date) to filter the data across all sections.

The following sections break down the data to help you understand how initiatives are progressing, who is responsible, and which priorities require attention.

• Initiatives Statistics: This section provides a quick, at-a-glance overview of all initiatives, broken down into three key areas. The numbers next to each category show the count of initiatives in that specific status.
• Status Distribution: A snapshot of how initiatives are progressing — Completed, In Progress, Not started, Overdue, or Archived.
• Priority Distribution: Visualizes how initiatives are spread across priority levels (High, Medium, Low), so you can focus on what matters most.
• Initiatives Progress: Tracks whether initiatives are On Track, Behind, Not Set, or Behind helping you stay aligned with deadlines.
• Initiatives Created per Year: The bar chart visualizes the number of initiatives launched each year. It helps you quickly see organizational growth and activity over time. 
• The date picker allows you to filter the chart to view initiatives created within a specific range of years.
• Initiatives Completed per Month & Year: The table breaks down the number of initiatives completed each month and year. The blue numbers indicate how many initiatives were completed during that specific month, helping you to track productivity trends over time.
• You can also use the date to filter the data. This allows you to view completions for a specific range of years.
• Initiatives by Department
  This chart shows how initiatives are distributed across different departments. The bars are divided into two parts to help you understand where work is being assigned and where it's being requested:
• Assigned (Blue): The number of initiatives that have been formally tasked to a department.
• Requested (Yellow): The number of initiatives that a department has asked to be created.
• You can use the dropdown menu to filter initiatives by the provided options (assigned, requested, all).
• Initiatives per Assignee The table lists individuals and their involvement in initiatives, helping you understand who is driving work forward. It is divided into two groups:
• Top Contributors: Shows the most active individuals in initiatives, with counts of their roles as Owner, Contributor, and their total involvement.
• Lower Impact Contributors: Shows individuals with a less number of contributions, helping you identify where additional support may be needed.
• You can use the search bar to find a specific employee and the export functionality to download the table data for further analysis.

• Percentage Completion
  The bar chart shows the overall completion rate of initiatives by grouping them into percentage ranges, such as 0-10%, 20-30%, and 90-100%. This helps you easily see how many projects are just starting out (getting stuck) versus how many are almost finished (nearing completion).

You can use the Export functionality to download the currently displayed data in an Excel format for reporting or offline analysis.