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Create programs to group related change initiatives together for better coordination and oversight.

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Creating a new program

  1. Navigate to Programs in the sidebar
  2. Click the New program button
  3. Fill in the program details:
    • Name - Clear, descriptive title for the program
    • Description - Overview of program objectives and scope
    • Status - Active, On-hold, or Completed
    • Start date - When the program begins
    • Target end date - Expected completion date
  4. Click Create

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Program details

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Name and description

Choose a clear name that identifies the program’s purpose:
  • “Digital Transformation 2026”
  • “HR Systems Modernization”
  • “Supply Chain Optimization”
The description should explain:
  • Strategic objectives
  • Key outcomes expected
  • High-level scope boundaries

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Dates

Setting start and end dates helps with:
  • Timeline visualization
  • Progress tracking
  • Resource planning
  • Reporting periods
Program dates don’t constrain project dates. Projects within a program can have their own timelines.

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Adding projects to a program

After creating a program, add projects in two ways:

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From the program detail page

  1. Open the program
  2. Click Add project
  3. Select from unassigned projects
  4. Click Assign

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From a project

  1. Open a project
  2. In project settings, find Program
  3. Select the parent program
  4. Save changes

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Creating projects within a program

You can create new projects directly linked to a program:
  1. Open the program detail page
  2. Click Create project
  3. Fill in project details
  4. The project is automatically assigned to the program

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Access requirements

Only organization admins can create programs. Regular members can view programs but not create them.

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Next steps

Managing programs

Learn how to manage projects within programs and track progress