Strety Projects help your team manage cross-functional work in the same place you run your business operating system. Use Projects to organize To Dos, Messages, Issues, Agendas, Scorecards, and Docs around a shared initiative, then connect Projects to Rocks when a quarterly priority needs a dedicated execution space.

Projects are especially useful when work spans multiple teams, needs recurring updates, or requires more detail than a single Rock can hold.

The video above provides a full walkthrough of Strety Projects. For step-by-step written instructions, continue to the sections below.

Frankly, we built Strety Projects for two selfish reasons:

We spent too much time trying to get team-specific platforms to talk to one another, which made it difficult to collaborate on cross-functional efforts, like many Rocks and Goals. We kept asking ourselves how useful it would be to run our entire business on Strety, and we knew many of our customers felt the same pain and could benefit from bringing Projects into their BOS platform.

If you want to read more about Strety Projects as a concept — the why, less the how — here are a few relevant blog posts to review:

Here is what your blank Project Space will look like:

Project Spaces are built with many of the same tools as a Team Space. Here is how each tool can be used within Projects.

These are all the tasks associated with your Project. Project To Dos are built on top of six default To Do Lists, but we encourage you to create your own lists to represent phases, milestones, or custom statuses that best align with your project types.

Messages collect project updates and communication directly related to the Project. This keeps project communication in context instead of spreading it across email, Teams, or Slack.

Issues are the risks or obstacles that may affect your Project’s success. Treat them like team Issues by adding them to the Issue list as they arise, then prioritizing and resolving them as quickly as possible.

Any time you meet to discuss a Strety Project, use a Strety Agenda. We recommend setting up Agenda templates to standardize how your teams run Projects and reduce the time spent setting up new Projects.

Common Project Agenda templates include:

Use Scorecards to track KPIs specific to your Project.

Use Docs to store files and documentation such as your project scope, charter, communication plan, statement of work, budget, workflow mappings, and related project resources.

Click the progress tracker and provide your update.

We recommend updating your Project’s status at least once per week. A summary of what was recently completed, current blockers, or general sentiment on how the Project is going makes for a strong status update. You can also drag the progress bar to estimate the percent complete.

Projects are often high priority and warrant discussion in your weekly team meetings, like L10s or D10s. If you have Projects linked to your Team Space, add the Project Tool to your Agendas for a dedicated space to update everyone on Project statuses.

After the Project Tool has been added, you can quickly see and access the entire Project Space within the Agenda.

Sometimes Rocks are Projects. When that is the case, link your Strety Rock to your Strety Project and let the Project power your Rock check-ins.

After the Rock is linked, the Rock’s status is driven by the status of the Project. You do not need to check in the Rock separately each week as long as you are updating the Project’s progress.

To Do Custom Fields provide an additional way to identify or tag Strety To Dos specific to the way your team or Project works. Use them for greater organization and categorization on a space-by-space level.

To learn more, read How to Create To Do Custom Fields.

Strety allows you to create Project Templates for recurring workflows, common project types, and high-impact initiatives. Project Templates help you standardize and improve quality, enable scalability, and save time when creating new Projects.

A few examples of project types you may want to create templates for include:

First, build your Project in Strety as a new Project. We recommend building templates this way instead of building them directly in Adminland because it is a more user-friendly setup process.

The following items are included when you convert a Project to a Project Template:

Once your Project is ready to be templated, click the three-dot menu in the top-right corner, then click Save as Template.

Give your template a name, then click Save.

Project needs change frequently, so it is important to keep your templates up to date. If you need to edit a Project Template, you have two options:

The video below walks through both options.

The Projects view can be sorted for easier navigation by:

You can also hover over a Project in the list and click the Pin icon in the top-right corner of that Project. Pinned Projects appear first in the Projects list.

Want to learn more? Review these relevant Project resources from Strety's Blog.