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Initiative Space

What it is

An Initiative Space is a workspace for a specific project or team effort. You collaborate on one focused initiative: plan work, track progress, manage documents, and coordinate team members.

Who uses it

Team members and project leads working on a specific deliverable or outcome.

What's different about it

Unlike Company or Adviser Spaces (which are permanent organizational containers), an Initiative Space is created for a specific project or effort with a defined scope and timeline. It brings together a team around one goal.

Key features

  • Task management — organize work items for the initiative
  • Member coordination — manage who's involved and their roles
  • Documents — store and share reference materials
  • Dashboard — view initiative progress and metrics
  • Comments and mentions — collaborate on tasks and decisions
  • Custom attributes — track initiative-specific fields
  • Project views — if enabled, create and manage projects within the initiative
  • Wiki pages — if enabled, build a shared knowledge base for the initiative

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