Key Initiatives
The component to bring together the most important company initiatives and events in a single space on the SharePoint intranet.
What is Key Initiatives
Present a thorough summary of organizational initiatives by consolidating them in a unified section on the SharePoint intranet.
This webpart facilitates the promotion of significant initiatives and events through a contemporary and adaptable design, encouraging users to explore the content and not just stop at the portal's homepage.
Explore the advantages of Intranet.ai Key Initiatives by clicking here to learn more.
Add the Key Initiatives web part to a page
If your page is not already in edit mode, click Edit at the top right of the page.
Click on it and, in the web part search box, enter Key Initiatives to quickly find and select the Key Initiatives web part.
Configuration
Title settings
If you're not in edit mode already, click Edit at the top right of the page.
Key Initiatives allows you to write a personalized title for the webpart. If you don't want to change the title, the default title will be "Key Initiatives".
Layout settings
Key initiatives allows you to choose between a Normal or a Compact style.
The Normal style is designed to be put on a wider space of the intranet page. Also, it allows you to have a READ button, so you can put a url assigned to the specific initiative. If you leave the URL field blank, the READ button won't appear.
The Compact style is designed to be put on a tighter space of the intranet, such as a column. Since this view is designed to be more compact, the READ button will not appear if you choose to use it.
If you're not in edit mode already, click Edit at the top right of the page.
Here you have the layout in Normal style:
Here you have the layout in Compact style:
Lists initiatives settings
Key Initiatives allows you to take the most important initiatives from a specific SharePoint list. Moreover, if you choose the Normal style, you'll see a button that allows you to land to a page that collects all your company's initiatives.
If you're not in edit mode already, click Edit at the top right of the page.
Insert the site URL: here put the SharePoint site where the Key Initiatives list is stored.
For example: https://intranetai.sharepoint.com/sites/my-hub/
Select List: here you have a drop down menu of all the lists stored in the site you just linked. Here please select Key Initiatives.
Insert "View More" URL: here you can put the link of another page where all the initiatives are stored. If you decide to put a link, a "View all initiatives" button will be visible in the bottom part of the webpart. If you decide to leave this field blank, you won't see the button.
Where do you want to open the "view all initiatives" link: here you can decide to open the "View all" link on a new page or on the current page.
Where do you want to open the initiative: here you can decide to open a specific initiative link on a new page or on the current page.
Mask settings
Key Initiative allows you to personalize the mask of the pictures in the webpart. In default mode, photos are square-shaped with rounded edges. However, thanks to this feature, you can choose the shape you prefer (the logo mask, a circle, a square without rounded edges...).
If you're not in edit mode already, click Edit at the top right of the page.
Here you can create your own mask and, once you choose the mask you'd rather, you can upload it to the Site Assets of your SharePoint portal and copy its path inside this area.
If you leave it blank, you'll have the square-shaped with rounded edges.
If you need more information about the format and dimensions of the picture to be used as mask, click here.
Once you're done with these configurations, always remember to click Save as draft to have the preview. Once you're happy with the final result, click Republish to make the area visible for all the users in the intranet.
Create a new Key Initiative
As seen before, key initiatives are all gathered in the corresponding list. To add a new initiative, follow these steps.
Click on the Settings icon on the top right of the page, then click on Site contents.
Scroll down until you see the list named Key Initiatives.
To add a new initiative, click on New. The following panel will appear. The fields marked with an asterisk (*) are mandatory:
Title: the title of the initiative
Description: a short text explaining what the initiative is about
Image: this field requires the preview image to be shown in the webpart
Url: the link corresponding to the initiative, to discover more about it. This field is not mandatory, since as we previously saw, the Compact layout does not have the READ button. If you leave this field blank, the READ button won't appear in the Normal layout either.
Order: this field allows you to choose a specific order of appearance in the webpart.
Please find down below what each of these fields corresponds to:
Once you're done with fillings the fields, always remember to click on Save.
The existing Key Initiatives can be edited or removed. In order to do so, select the initiative and click on Edit or Delete.
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