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Initiatives must be submitted for review before they can become Active. The approval workflow ensures that proposals are evaluated by admins before being reflected in org-level reporting.

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Submission & recall (Contributors)

Contributors who created an initiative may take the following actions from the initiative’s overview page:

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Reviewing & approving (Admins & Super Admins)

Admins review submitted initiatives from the Approvals page, accessible via the sidebar. This page lists all initiatives with a Proposed status.
1

Navigate to Approvals in the sidebar

2

Review the initiative

Click the initiative name to open the full initiative detail view and review benefits, costs, and financial projections.
3

Approve or Send Back

From the Approvals list, click Approve to activate the initiative, or Send Back to return it to the contributor with a request for edits. The contributor will receive a notification.
Super Admins and Admins may also submit, archive, and restore initiatives directly, bypassing the contributor submission step where necessary.