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Initiatives
Overview
The Initiatives settings page lets admins manage custom statuses and measurement timeframes. These settings standardize initiative tracking across your organization.
Custom statuses
Use custom statuses to match your team's workflow. The statuses table shows the label, color, parent status, release trigger, and default tag. Use the default tag to set the starting status for new initiatives.
Parent statuses
Every custom status maps to one parent status:
To Do — work has not started.
Doing — work is in progress.
Done — work is complete.
Parent statuses add a clear high-level stage to each custom status. They also make progress easier to read across linked opportunities.
Create or edit a status
Click + Create new to add a status.
Open the row menu and click Edit to update one.
Enter the Status Label.
Choose a Color.
Select a Parent Status.
Optional: enable Triggers Release Date if the status marks completion.
Save your changes.
Reorder or delete statuses
Use the six-dot handle to reorder statuses. This changes their order in initiative dropdowns.
Delete a status from the row menu. Birdie only allows deletion when no active initiative uses that status.
Some system statuses are required and cannot be deleted.
Measurement timeframe
The measurement timeframe defines how Birdie compares initiative start and completion dates. This setting applies across the organization. Changing it updates calculations in reports and dashboards.
Troubleshooting & FAQs
Why can't I delete a status?
The status is still assigned to an active initiative, or it is system-required.
Why did my metrics change?
Updating the measurement timeframe recalculates initiative reporting across dashboards.
