Skip to main content

Strety Categories Explained

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

Written by Kristian Munoz

Overview

Categories provide an additional layer of organization across key areas of your account. In this video, you’ll learn how to:

  • Use categories across supported tools

  • Create and manage custom categories

  • Understand how categories differ by team and tool

  • Apply categories when items are shared across teams

  • Configure organization-wide (global) categories

Where Categories Are Used

Categories are currently supported in:

  • Rocks

  • Scorecards

  • Headlines

  • Issues

  • Playbooks

Each tool manages its own set of categories, meaning categories do not carry over between tools.

Key Concepts

  • Tool-Specific

    Categories are unique to each tool, meaning categories do not carry over between tools. For example, a category created in Rocks will not appear in Headlines.
    ​

  • Space-Specific
    Categories are also tied to a specific team (space), meaning categories do not carry over between spaces. This allows each team to organize items in a way that fits their workflow.
    ​

  • Org-Wide Categories
    Admins can create global categories that are available across multiple teams.
    These are indicated with a link icon and can be managed in Admin settings.

Working with Shared Items

When an item (like a Rock or measurable) is shared across teams:

  • The category from the original (primary) team does not carry over

  • Each team assigns its own category independently

  • This allows for more relevant and specific organization within each team

💡 Example:
A measurable categorized as “Support” in the Leadership team might be better categorized as “Efficiency” in the Support team.

Managing Global Categories (Admins Only)

Admins can create and manage organization-wide categories by:

  1. Navigating to Admin Settings

  2. Selecting Categories and Types

  3. Choosing the relevant tool

  4. Creating categories and assigning them by space type or specific teams

These categories will then appear across applicable teams with a global indicator.

When to Use Categories

Categories are especially helpful when you want to:

  • Organize large volumes of Rocks, Issues, or Scorecard data

  • Standardize reporting across teams

  • Add clarity to shared items across different spaces

  • Create more granular organization within specific teams

Need Help?

If you have questions or need assistance, reach out via in-app chat—our support team is happy to help.

Did this answer your question?