One of the benefits of Strety for EOS or 1x1 Management, is that it doesn't feel like another tool you have to log into. Especially for To Dos that come out of Meetings, Rocks, Issues, and Headlines. This is because we have the ability to link a Strety To Do to Wealthbox tasks!
Two Way Syncs!
Strety and Wealthbox two way sync. So once the Task is marked as complete in Wealthbox we will automatically complete the To Do in Strety. Due Dates will also stay in sync if changed in either platform!
Video Guide to Wealthbox Integration
See how to set-up the Wealthbox integration + an example of what a synced To Do looks like in both platforms:
How to Set-up The Wealthbox Integration
To set up the integration with Wealthbox, head to your Personal Integrations and click Add Wealthbox Tasks
Authorize Strety by clicking Allow and following the prompts. Make sure that you're using the same email associated with your Strety account
Mapping to Wealthbox
When linking a To Do to Wealthbox, select the Priority, Category and Assignee
