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Customize navigation and new Initiative layouts (#377)
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docs/core-concepts/projects/initiatives.mdx

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Once enabled, you'll see an **Initiatives** option in the sidebar under **Workspace** section.
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## Create Initiatives
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## Create initiatives
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![Create Initiatives](https://media.docs.plane.so/initiatives/create-initiatives.webp#hero)
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- **Labels**: Add custom labels to categorize the Initiative (labels must be set up in workspace settings first).
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4. Click **Create Initiative**.
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## View and manage Initiatives
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## View and manage initiatives
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Once created, you can view all Initiatives in the **Initiatives** section on the sidebar.
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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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### Initiative layouts
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Initiatives offers three distinct layouts to help you visualize and manage your strategic goals. Use the layout selector in the top navigation bar to switch between views.
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![Initiative layouts](https://media.docs.plane.so/initiatives/initiative-layouts.webp#hero)
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#### List layout
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The default view that displays Initiatives in a structured list format, showing key details like progress status, dates, connected projects and epics, leads, and states at a glance. This layout is ideal for quickly scanning through multiple Initiatives and comparing their high-level status.
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#### Board layout
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Organizes Initiatives into columns based on grouping criteria, providing a kanban-style view of your strategic work. This layout works well for tracking Initiatives through different stages or when you want to see how work is distributed across teams or states.
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#### Timeline layout
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Visualizes Initiative timelines on a gantt view, making it easy to see duration, overlaps, and scheduling across your strategic portfolio. Switch between Week, Month, Quarter, and Today views to adjust your time horizon. This layout is perfect for identifying timeline conflicts and understanding how Initiatives are sequenced over time.
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All three layouts support filtering and grouping in the top navigation.
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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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---
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title: Customize navigation settings
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description: Personalize your Plane sidebar by showing or hiding sections. Customize your navigation to match your workflow.
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---
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# Customize navigation
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Personalize your sidebar by choosing which items stay visible and how your project navigation is displayed. These settings are personal to you and won't affect anyone else in your workspace.
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## Customize sidebar items
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Control which sections appear in your sidebar to streamline your navigation and focus on what matters most to you.
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![Customize personal and workspace items](https://media.docs.plane.so/workspaces/customize-personal-and-workspace-items.webp#hero)
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To customize sidebar visibility:
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1. Click the Filters icon in your sidebar.
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2. Check the items you want to keep visible in your sidebar.
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3. Uncheck items you'd prefer to access only from the More menu.
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4. Drag items to reorder them.
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Selected items will always appear in your sidebar. Unchecked items can still be accessed from the More menu anytime.
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## Project navigation style
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Choose how feature tabs appear within your projects:
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**Accordion navigation control**
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![Accordion navigation style](https://media.docs.plane.so/workspaces/accordion-navigation-style.webp#hero)
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Feature tabs appear as nested items under each project in the sidebar and act as an accordion. When you expand one project, others automatically collapse.
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This works well when you focus on one project at a time and want a compact sidebar.
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**Horizontal navigation bar**
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![Horizontal navigation bar](https://media.docs.plane.so/workspaces/horizontal-navigation-bar.webp#hero)
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Feature tabs appear as horizontal tabs inside the project view at the top of the page.
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This works well when you switch between different sections of the same project frequently and want quick access to all tabs.
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To change your project navigation:
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1. Click the Filters icon in your sidebar.
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2. Scroll to the **Projects** section.
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3. Choose either **Accordion navigation control** or **Horizontal navigation bar**.
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## Limit sidebar projects
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If you're a member of many projects, you can limit how many appear directly in your sidebar to keep it manageable.
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![Limit sidebar projects](https://media.docs.plane.so/workspaces/limit-sidebar-projects.webp#hero)
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1. In the Customize navigation settings, turn on **Show limited projects on sidebar**.
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2. Enter the number of projects to display (e.g., 5).
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3. Your most recently accessed projects will appear in the sidebar.
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4. Access other projects through the ... More menu.
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This helps keep your sidebar focused on active projects while maintaining access to everything else.

sidebars.ts

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"workspaces-and-users/search-workspace",
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"core-concepts/account/overview",
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"core-concepts/power-k",
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"workspaces-and-users/customize-navigation"
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],
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},
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