> ## Documentation Index
> Fetch the complete documentation index at: https://docs.usefluency.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Initiatives

> Track committed opportunities from backlog to live automation, with milestones and delivery owned by the Fluency team.

**Initiatives** is where a committed [opportunity](/understanding-opportunities) becomes an automation Fluency's team builds and ships with you. Nothing about the evidence or the case for it changes, you're looking at the same automation, now with a plan attached.

Open [app.usefluency.com](https://app.usefluency.com) → **Initiatives**.

## How an initiative comes to life

You don't need to hand off a spec or start from a blank template. Fluency already knows the process, the systems it touches, and how your organization runs.

<Steps>
  <Step title="Commit">
    Turn an opportunity into an initiative, or create one directly from the board with **New Initiative**.
  </Step>

  <Step title="Plan">
    Book a call with the Fluency team. They build the delivery plan directly on the live map behind the initiative.
  </Step>

  <Step title="Build and ship">
    Fluency owns the build end-to-end, moving the initiative through Planning → Building → Testing → Deployed.
  </Step>
</Steps>

<Tip>
  Everything an initiative shows carries forward from the opportunity that created it. If something's wrong upstream, fixing it in [Work Explorer](/understanding-work-explorer) or the opportunity flows through here automatically.
</Tip>

## The Initiatives board

Initiatives are laid out on a board, one card per initiative, grouped into columns by where they are in delivery.

<Frame caption="The Initiatives board, with columns for Backlog, Planning, Building, Testing, and Deployed">
  <img src="https://mintcdn.com/fluency/kCqEMl9c00AlT6K2/images/Screenshot-2026-07-14-at-8.59.52-PM.png?fit=max&auto=format&n=kCqEMl9c00AlT6K2&q=85&s=497853d867f964813e67ccf8287ad6b0" alt="Initiatives board with cards arranged across Backlog, Planning, Building, Testing, and Deployed columns" width="3514" height="1698" data-path="images/Screenshot-2026-07-14-at-8.59.52-PM.png" />
</Frame>

| Column       | What it means                             |
| ------------ | ----------------------------------------- |
| **Backlog**  | Committed, not yet started.               |
| **Planning** | Being scoped before build starts.         |
| **Building** | Actively being built by the Fluency team. |
| **Testing**  | Being verified before go-live.            |
| **Deployed** | Live and running in production.           |

Use the search bar, the priority filter, and the totals at the top to see what's in flight and what it adds up to.

### What each card shows

<Frame caption="A single initiative card, close-up">
  <img src="https://mintcdn.com/fluency/kCqEMl9c00AlT6K2/images/Screenshot-2026-07-14-at-9.00.22-PM.png?fit=max&auto=format&n=kCqEMl9c00AlT6K2&q=85&s=43540fe90a839a72a38a12167da7bd84" alt="Close-up of an initiative card showing its priority, title, description, projected ROI, hours saved, and team" width="564" height="354" data-path="images/Screenshot-2026-07-14-at-9.00.22-PM.png" />
</Frame>

Each card shows:

* **Priority** and **title**.
* A short **description** of what will be automated.
* Projected **ROI** and **hours saved**.
* The **team** the initiative belongs to.

## Opening an initiative

Clicking a card opens the initiative's **Overview** and **Implementation** view: the automation type, priority, team, systems involved (each with a note on the part it plays), and the workflow diagram.

<Info>
  This is the same case you saw on the opportunity, carried forward. Nothing here contradicts what you committed.
</Info>

## Milestones

Every initiative has a milestone checklist: the concrete, ordered plan for how the automation actually gets built.

* Each milestone has a short description and, once done, the date it was completed.
* The Fluency team owns the build end-to-end and works the milestones with you until go-live.
* You can add your own milestones if there's a step specific to your organization.

The first milestone is a **Book a call** action. Because the live map already knows the work, the systems, and how your organization runs, that call builds directly on top of the observed context instead of a blank template.

<Frame caption="The Milestones checklist mid-flight, with Book a call available on the first milestone">
  <img src="https://mintcdn.com/fluency/kCqEMl9c00AlT6K2/images/Screenshot-2026-07-14-at-9.01.14-PM.png?fit=max&auto=format&n=kCqEMl9c00AlT6K2&q=85&s=ef238c5d60b52622145120c98f069670" alt="Milestone checklist part-way through, with a Book a call action on the first milestone" width="3158" height="242" data-path="images/Screenshot-2026-07-14-at-9.01.14-PM.png" />
</Frame>

From there, milestones tick off with dates as they land. On a deployed initiative, the full journey is visible end-to-end.

<Frame caption="A Deployed initiative, with every milestone checked off">
  <img src="https://mintcdn.com/fluency/kCqEMl9c00AlT6K2/images/Screenshot-2026-07-14-at-9.01.37-PM.png?fit=max&auto=format&n=kCqEMl9c00AlT6K2&q=85&s=8c982985cdc9b61f3e29f10579cdf52a" alt="A deployed initiative with every milestone checked off and dated end-to-end" width="3160" height="1270" data-path="images/Screenshot-2026-07-14-at-9.01.37-PM.png" />
</Frame>

## Built on a live map, not a snapshot

Most tools that map how work happens are frozen the moment they're built. New products, changed fields, a system update, someone leaving the team, and the map no longer matches reality.

Fluency doesn't work that way.

* The same live map that powers Work Explorer, Opportunities, and Initiatives keeps updating on its own as your systems, teams, and processes change.
* Anything built from it stays grounded in what's actually true in your organization right now.
* Once an automation goes live, Fluency keeps observing how it performs so drift gets caught early instead of discovered months later.

## Why it matters

* One board that shows the full journey from committed idea to live automation.
* Every initiative traces back to real observed work, so nothing gets built on assumptions.
* Fluency owns delivery, so your team doesn't need to spec, staff, or maintain the build.

## Related

<CardGroup cols={2}>
  <Card title="Opportunities" icon="lightbulb" href="/understanding-opportunities">
    Where initiatives come from, and how candidates are ranked before you commit.
  </Card>

  <Card title="Work Explorer" icon="sitemap" href="/understanding-work-explorer">
    The observed processes every initiative traces back to.
  </Card>

  <Card title="Enterprise Chat" icon="comments" href="/enterprise-chat">
    Ask plain-language questions about the work behind an initiative.
  </Card>
</CardGroup>
