Managing Initiatives
Learn how to track, organize, and manage your initiatives.
The Initiative Dashboard
Your main view for all initiatives shows:
Initiative list:
- Name and status (Active, Done, Cancelled)
- Number of repositories
- Progress percentage
- When created and last updated
- Owner
Initiative Details
Click any initiative to see:
Status Summary
Visual breakdown of all repositories:
- Pending: PRs not yet created
- In Progress: PRs open and awaiting review
- Completed: PRs merged
- Blocked: PRs needing attention
- Not Started: Changes not yet generated
Repository List
All repositories in the initiative with:
- Repository name
- Status
- PR link (if created)
- PR Status
- Complexity (Low/Medium/High)
- Last updated
Click a repository to see:
- Code diff (what changed)
- Code Change Summary
- PR Settings
- Comments and reviews
Code Complexity
Breakdown by complexity level:
- Low: Simple changes, quick to review
- Medium: Moderate changes, needs careful review
- High: Complex changes, thorough review needed
Use this to prioritize reviews.
Time Savings
Estimated time saved:
- Total hours saved
- Hours per repository
- Based on manual effort vs. Tidra
Initiative Actions
While Active
Regenerate changes: If you need to update the code after PRs are created, you can regenerate (this will update existing PRs).
Add repositories: Add more repos to an existing initiative.
Cancel initiative: Stop the initiative and close all open PRs.
When Complete
Mark as Done: Once all PRs are merged or closed, mark the initiative as done.
Working with Pull Requests
PR Status
Each PR can be:
- Draft: Pending
- Open: Awaiting review
- Merged: Successfully merged
- Closed: Closed without merging
Tracking Reviews
The dashboard shows:
- Which PRs need review
- Which are approved
- Which have requested changes
- Which are blocked
Handling Rejected PRs
If a PR is closed without merging:
- Click the repository to see why
- Decide if changes are needed
- Either:
- Regenerate with updated description
- Accept that this repo doesn't need the change
- Make manual changes if needed
The rest of the initiative continues regardless.
Organizing Initiatives
Naming Conventions
Use consistent naming:
[Team] - [What] - [Quarter]- Example: "Platform - Node 20 Migration - Q1 2026"
Or:
[Type] - [Description]- Example: "Security - Add SECURITY.md files"
Grouping
Group related initiatives:
- Use consistent prefixes
- Tag by team or project
- Track by quarter or sprint
Best Practices
Regular Check-ins
Check your active initiatives:
- Daily: Quick status check
- Weekly: Detailed review, unblock issues
- Monthly: Archive completed initiatives
Keep Dashboard Clean
- Mark initiatives as Done when complete
- Cancel initiatives that are no longer needed
Track Metrics
Monitor:
- Completion rates (goal: 80%+)
- Time to merge (track trends)
- Time saved (celebrate wins)
Troubleshooting
Initiative Stuck
If an initiative isn't progressing:
- Check PR status - are they blocked?
- Check with reviewers - do they need context?
- Check code quality - do PRs need changes?
Low Merge Rate
If fewer than 50% of PRs are merging:
- Review code quality
- Refine description and regenerate
- Test with fewer repos first
PRs Taking Too Long
If PRs sit unreviewed:
- Add to team's review queue
- Notify reviewers via Slack
- Set expectations upfront next time
Next Steps
- Best practices - Tips for successful initiatives
- Use cases - More examples
- Settings - Configure notifications and preferences
Updated about 3 hours ago
