Why Strety Projects? Frankly, we built Strety projects for two selfish reasons:
SaaS Sprawl was driving us crazy - Different teams were using Monday.com, Shortcut, and Basecamp to manage our own internal projects. We cancelled all those tools and now manage our own projects in Strety, the same place we run our business operating system.
Sometimes our Rocks are just Projects - You've probably felt the same way where a rock is a just large project over the quarter. Now with Strety Projects, you can power Rocks from a Strety Project. More in the video below.
We spent way too much time trying to get team-specific platforms to talk to one another, which made it difficult to collaborate on many cross-functional efforts (like most Rocks/Goals are). We kept saying to ourselves - How great would it be if we ran our entire business on Strety and know many of our customers felt the same pain and could benefit from bringing Projects into their BOS platform
Check out this overview video to see Strety Projects in action:
As always with us, this is just the beginning...the most shippable version to add value to you right away. We'll continue iterating on projects in big way, so continue feeding your feedback to the support team. We're all ears!
How to Create a New Project
Click Create Project from your Project dropdown:
Give your Project a name & description then select which team space the Project should be associated with - or leave it unattached to a team space - set the project timeline, and add any project members/contributors
NOTE: If you don't see a specific team space listed, you need to first enable Projects in that team space
Here is what your blank project space will look like:
Setting-up a New Project
Project Spaces are built with many of the same tools as a team space. Here's a quick definition for how each tool can be used within Projects
To Dos
These are all the tasks associated with your project! Project To Dos are built on top of (6) default To Do Lists but we encourage you to create your own list to represent phases, milestones, or custom statuses that best align with your project type(s)
Note: Quickly drag & drop To Dos from list to list, including the Backlog & Done lists and keep you project organized & up to date
Messages
A collection of messages and project updates that directly relate to the project. This ensures the communication around the project happens in the project rather than spreading the communication out over email, Teams, and/or Slack where it will inevitably lack context
Issues
The risks or obstacles in the way of your project's success - Treat these as you would team issues, by adding them to the issue list as they arise then prioritize and resolve as quickly as possible
Agendas
Any time you meet to discuss a Strety Project, use a Strety agenda. We recommend setting up agenda templates to standardize the way your team(s) run projects & cut down on the time spent setting up new projects. Example of agendas/agenda templates typically associated with projects:
Project Kickoff Meeting
Project Discovery
Project Update(s)
Review & resolve issues impacting the project
Project Handoff/Wrap-up
Scorecards
Track any KPIs specific to your project
Docs
Where to store docs & files like your project scope/charter, communication plan, statement of work, budget, workflow mappings, etc
How to Update Project Status
Click on the progress tracker and provide your update
We recommend updating your project's status 1x/week at minimum. A summary or a combination of what's recently been completed, any blockers, and/or general sentiment on how it's going make for a great status update. You can also drag the progress bar to estimate % complete
How to Review Projects in Team Meetings
Projects are often high priority and warrant discussion in your weekly team meetings, like L10s or D10s. If you have project(s) linked to your team space, add the Project Tool to your agendas for a dedicated space to update everyone on project statuses
Once the Project Tool has been added, quickly see & access the entire Project Space within the agenda
