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Template and Teamspaces updates (#338)
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docs/core-concepts/issues/overview.mdx

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Tag teammates for instant notifications. Just use the @ symbol followed by a team member's name, and they'll get an email notification so nothing slips through the cracks. It's perfect for when you need someone's input or want to loop them into the discussion.
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Full editing control - Made a typo or want to add more context? No problem. You can edit your comments anytime to keep things clear and accurate. And if you ever need to remove a comment entirely, the delete option is always there.
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Full editing control - Made a typo or want to add more context? No problem. You can edit your comments anytime to keep things clear and accurate. And if you ever need to remove a comment entirely, the delete option is always there. You can also copy a direct link to any comment. Just click the three dots on any comment and select **Copy link** to share that specific part of the conversation with others.
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The rich text editor gives you all the formatting tools you need - bold text for emphasis, bullet points for clarity, or even code snippets when you're discussing technical details. It's like having a mini word processor right in your work item, making it easy to communicate exactly what you mean.
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docs/core-concepts/projects/initiatives.mdx

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![View Initiatives](https://media.docs.plane.so/initiatives/view-initiatives.webp#center)
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Selecting an Initiative opens its detailed view, which includes:
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Selecting an Initiative opens its detailed view.
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## Progress overview
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![Initiative overview](https://media.docs.plane.so/initiatives/initiative-overview.webp#center)
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![Progress overview](https://media.docs.plane.so/initiatives/progress-overview.webp#center)
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Initiatives now offer two distinct views to help you track progress and manage scope effectively. Use the dropdown in the top navigation to switch between Overview and Scope views depending on whether you need high-level progress insights or detailed scope management.
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A progress bar indicating a visual representation of project progress categorized as:
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- Backlog
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- Unstarted
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- Started
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- Completed
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- Cancelled
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### Initiative overview
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The **Overview** gives you a bird's-eye view of your Initiative's progress. You'll see a comprehensive scope breakdown that tracks both projects and epics within your initiative, showing completion percentages and recent updates at a glance.
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The percentages and counts for each category are automatically calculated based on the associated projects.
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The progress visualization at the bottom provides an instant snapshot of work distribution across different states - from backlog items to completed work. The percentages and counts for each category are automatically calculated based on the associated projects. This makes it easy to understand where your initiative stands and identify any bottlenecks in your workflow.
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:::tip
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Use Initiatives for a top-down view of progress. For detailed updates, navigate to individual projects.
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:::
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:::tip
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Use Initiatives for a top-down view of progress. For detailed updates, navigate to individual projects.
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:::
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## Projects list
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### Initiative scope
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![Initiative scope](https://media.docs.plane.so/initiatives/initiative-scope.webp#center)
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![Projects list](https://media.docs.plane.so/initiatives/projects-list.webp#center)
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A list of all associated projects, including:
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- Project names
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- Work item count and status
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- Assigned leads
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- Start and end dates
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:::info
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You cannot add or edit project updates directly from the Initiative view.
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:::
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## Track Epics across projects
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![Add Epics](https://media.docs.plane.so/initiatives/add-epics.webp#center)
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Use the dropdown in the top navigation to switch to the **Scope** view to see all the building blocks of your initiative. Here you'll find detailed lists of:
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**Epics**
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With Initiatives, you can bring together Epics from different projects into a single, high-level view. This helps you track progress across multiple workstreams in one place, giving you a clear picture of how everything is moving forward.
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Here’s how it helps:
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This is perfect for cross-functional teams working on company-wide objectives, product launches, or any effort that spans multiple projects.
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**Projects**
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Connected projects showing completion rates and key details like execution status, leads, and timelines.
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Each item shows its current progress, making it simple to drill down into specific areas that need attention or are ready for the next phase.
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Use the **Add scope** button in the top-right corner to expand your initiative by connecting additional epics and projects. This makes it easy to grow your initiative as new work streams emerge or when you need to link existing work to your strategic goals.
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## Initiative updates
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![Initiative updates](https://media.docs.plane.so/initiatives/initiative-updates.webp#center)

docs/templates/project-templates.mdx

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- Add a description explaining when and how to use this template.
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- Upload a cover image that represents the template.
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- Configure project properties like visibility, lead, and dates.
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- Set up optional features like **States**, **Labels**, and **Work Item Types**.
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- Set up optional features like **States**, **Labels**, and **Work item types**.
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![Configure project template](https://media.docs.plane.so/templates/configure-project-template.webp#center)
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- Enable or disable **Epics** based on project needs.
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- You can optionally define initial work items that will automatically create when teams start new projects, helping them get up and running faster with pre-structured tasks.
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6. Click **Create project template** to save.
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## Use project templates

docs/templates/work-item-templates.mdx

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- Add a description explaining when and how to use this template.
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- Fill in any default fields you want pre-populated (title format, description,..)
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- Configure properties like Labels, Assignees, and Modules.
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- You can optionally define sub-work items that will automatically create along with the main work item, helping structure complex tasks from the start.
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6. Click **Create work item template** to save.
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## Use work item templates

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