Strety

Derek Weaver

Dan Lapuz

Maddison Klitgaard

Resource Library

Learn how to use the Strety Company Vision/Traction Organizer (V/TO) to manage Vision, Traction, SWOT, Annual Goals, snapshots, team V/TOs, and exports.

Strety Company Vision/Traction Organizer (V/TO) | Complete Guide

Create and navigate your Strety Accountability Chart: edit Seats, set Seat Status, move Seats, focus on a branch, search, and export to PDF.

Strety Accountability Chart | Complete Guide

Set up and run L10 Meetings in Strety. Learn how to customize L10 Agendas, review each meeting section, and complete your agenda summary.

Strety L10 Meetings | Complete Guide

The ultimate guide to Rocks in Strety. Set quarterly goals, track progress, create accountability, and hit your targets consistently.

Strety Rocks | Complete Guide

Learn how to create, check in, customize, and manage Scorecards and Measurables in Strety, including targets, categories, and best practices.

Strety Scorecards and Measurables | Complete Guide

Master the Issues feature in Strety. Add, prioritize, and solve team issues using the IDS process. Complete user guide with examples.

Strety Issues | Complete Guide

Learn how to create, organize, share, sync, and report on Strety To Dos so your team can manage tasks and accountability in one place.

Strety To Dos | Complete Guide

Learn how to create, cascade, archive, and organize Headlines in Strety so your team can share updates and discuss news in L10 meetings.

Strety Headlines | Complete Guide

Learn how to set up, build, and run Strety 1:1s, from accessing Manager and Direct Report agendas to adding Tools and reviewing past summaries.

Strety 1:1s | Complete Guide

Set up and manage Strety Projects. Create Projects, track To Dos and progress, link Projects to Rocks, and use templates.

Strety Projects | Complete Guide

Build custom agendas in Strety. Tailor meeting flows for different teams, projects, and business needs. Step-by-step configuration guide.

Strety Custom Agendas | Complete Guide

Learn how to create Individual Reviews, launch Review Cycles, build Review Templates, and manage peer feedback in Strety.

Strety Reviews | Complete Guide

Strety Core Process | Complete Guide

Strety People Analyzer | Complete Guide

Strety Docs | Complete Guide

Using the Organizational Check Up, Vibe Check, eNPS, & Culture Check-up Surveys

Strety Surveys | Complete Guide

Learn how to create, answer, and set up Strety Check-Ins in Company, Team, Person, and Project spaces to boost team engagement.

Strety Check-Ins | Complete Guide

Get set up in Strety's HR Center for visibility into 1:1 meetings, reviews, and performance management tools. Step by step instructions.

Strety HR Center | Complete Guide

Strety Messages | Complete Guide

Learn how to create, view, filter, and report on Shoutouts in Strety so your team can recognize people who live your Core Values.

Strety Shoutouts | Complete Guide

Find Person Spaces from the People page in Strety and use your Person Space to manage Rocks, Measurables, To Dos, 1:1 Agendas, and Reviews.

Strety Person Space | Complete Guide

A guide to implementing EOS across your organization with the help of Strety

Rolling Out EOS & Strety Across the Organization

How Strety Uses Strety: Projects for Day-to Day Work

High-level video guides for Strety's core features

Strety Guides | Agendas & EOS Tools

Learn how to use Strety Adminland to manage users, integrations, templates, organization settings, billing, and account-wide features.

Strety Adminland | Complete Guide

Everything you need to know to create, track, and manage your Rocks, whether they're Company Rocks, Department Rocks, or Individual Rocks.

Strety Rocks | Company, Department, & Individual

How to Invite New Users to Strety

Manage Strety external notification settings, choose email, Microsoft Teams, Slack, or mobile app notifications, and troubleshoot delivery issues.

Strety Notifications Settings

Set up your reporting relationships in Strety to get full visibility and use of 1:1 meeting management.

How to Assign a Direct Report

Guide to creating 1:1 meetings for your skip level reports.

How to Create 1:1s for Skip-Level Reports

Build calculated measurables for your Strety scorecards. Set up calculated fields, create formulas, and track complex KPIs. Complete guide.

How to Create Calculated Measurables

Learn how to use External Users in Strety to collaborate with clients, contractors, and outside partners while limiting access.

How to Use External Users in Strety with Clients and Contractors

How to Set Your Primary Team

Strety Presenter Mode for Agendas

How to Merge Issues

Quick answers to our most commonly asked questions

FAQs

How to Link Agendas to your Calendar Events | Strety Permalinks

How to Set Up "Default Linking" For Linked To Dos

How to Automate Rock Check-ins from Planner or Connectwise

Learn how to deactivate a user in Strety from Adminland, manage items they own, and reactivate the user later without losing their data.

How to Deactivate and Reactivate a User in Strety

Understand Strety Reports, including Overview, Rocks, Agendas, Issues, To Dos, Assignments, Projects, and Shoutouts reporting.

Strety Reports | Complete Guide

How to Archive a Team

How to Create a New Team

Strety Coach Role for Implementors

How to Customize GIFs

How to Provide Access to Secret and Person Spaces (HR Permission)

How to Authenticate Google SSO

Strety Agenda Templates

How to Change Team Space of the Company Vision

Learn how to prepare for a Quarterly Planning Session, use the Quarterly Pulse Agenda in Strety, share reports, and export data for offline planning.

How to Run a Quarterly Pulse Agenda in Strety

How to Create To Do Custom Fields

How to Cascade a Message from an L10

How to bookmark your favorite pages in Strety!

Strety Bookmarks

Strety Groups | How to Notify Multiple Users at Once

This article walks through how categories work in Strety and how they help organize your data across different tools and teams.

Strety Categories Explained

Learn how to use the Strety Traction Report to review 90-day activity, customize report sections, and share progress with external viewers.

Strety Traction Report | Complete Guide

Export your team or organization data from Strety for reporting, compliance, and internal data management.

How to Export Organization Data in Strety

Install Strety as a progressive web app so you can open your workspace from your desktop, taskbar, dock, or app launcher.

How to Install Strety as a Progressive Web App

Let non-leadership team members edit a draft org-wide Accountability Chart in Strety, then publish it from the Leadership Team.

How to Let Non-Leadership Team Members Edit an Org-Wide Accountability Chart in Strety

Learn how Strety Calendar shows To Dos, Rocks, Milestones, and events in one view, and how to subscribe from Google Calendar, Outlook, or Apple Calendar.

Strety Calendar | Complete Guide

Brian Dosal

Kristian Munoz

Learn the ins and outs of all Strety's features

Strety Help Docs: How to use Strety to its fullest

Learn the different ways to use AI with Strety, from the Strety MCP and AI Assistant for Agendas to AI Suggestions for Rocks, Scorecards, and Docs.

How to Use AI with Strety: MCP, AI Assistant, and AI Suggestions

Strety's AI Agenda Item Suggestions | Complete Guide

Strety's AI Scorecard Suggestions | Complete Guide

Strety's AI Rock Suggestions | Complete Guide

Create Docs faster in Strety using AI Suggestions. Learn how to enable the feature, choose context, generate suggestions, and publish a Doc.

Strety's AI Suggestions for Docs | Complete Guide

Create your Core Process faster in Strety using AI Suggestions. Learn how to enable the feature, choose context, generate suggestions, and edit your process.

Strety's AI Suggestions for Core Process | Complete Guide

Learn how to connect your AI tools to Strety and use it to prioritize your To Dos, prep for L10s, build Rocks, and more.

Ways to Use Strety's MCP with Claude, Copilot, ChatGPT, and Gemini

Learn how Strety utilizes AI throughout the platform

Strety AI Features

Connect Strety to ConnectWise PSA. Auto-sync tickets, activities & projects. When ConnectWise tickets close, Strety To-Dos auto-complete.

Linking To Dos to Connectwise Tickets, Activities, & Projects

Linking Strety To-Dos to Microsoft Planner

Autotask Integration

Linking To Dos to Halo Tickets

Linking Strety To-Dos to Microsoft To Do

How to Integrate with Slack

Integrating with BrightGauge for powering Scorecards

Connect Strety with HubSpot CRM. Sync to-dos and tasks automatically, set up the integration, and find HubSpot integration documentation.

Linking To-Dos to Hubspot Tasks

Linking To Dos to Monday.com

Linking To Dos to Asana Tasks

Linking To Dos to Wealthbox Tasks

Get set up with Strety's Google Task integration. Complete setup guide.

Linking Strety To-Dos to Google Tasks

How to Integrate with Procore

Learn how to connect ClickUp to Strety, link Strety To Dos to ClickUp tasks, and understand what syncs between both tools.

How to Link Strety To Dos with ClickUp

Connect Todoist to Strety, create linked To Dos, choose a default Todoist project, and understand what syncs from Strety to Todoist.

How to Set Up the Todoist Integration in Strety

Strety Integrations: Connect with Microsoft Teams, Slack & 20+ Tools

Integrations

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

You're not signed in on this browser. Sign in through this site's Messenger, then reload this page.

Sign in to view your company's tickets

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

Reading along with you

Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.