Remove an initiative

Remove an associated improvement initiative from a project once you complete or cancel the relevant task.

Before you begin

Role required: sn_process_mining_analyst, sn_process_mining_power_user, or sn_process_mining_admin

About this task

An improvement initiative can be removed from the main or linked process in which it was created. Removing an initiative doesn't delete it, but unlinks the initiative from the project.

Procedure

1. Open the project view.
2. Select the Initiatives icon () from the Notes and initiatives panel.
3. From the list, select the context menu of an initiative, then select Remove.
4. Confirm you want to remove the initiative by selecting OK.

Result

The initiative is removed from the refreshed initiatives list.