Issues represent problems, ideas, or opportunities that typically require input from others in order to be resolved. An example of an Issue could be an obstacle for someone on the team, a broken system, a missing step in a process, a customer complaint, or an employee grumbling

Create new Issues from the Quick Create or a Team or Person's Issue page

Give your Issue a Name, Description, assign a Primary Space, assign an Owner, Priority (if needed), Type, Category (if needed), and add any Subscribers (if needed)

When adding a new Issue, the creator & owner are the only people notified by default. We recommend subscribing any additional users to the Issue or @ mentioning them in the description - This will notify those users, providing an opportunity to review the Issue in preparation for your next meeting, which, in turn, should lead to less time getting everyone up to speed and to more thoughtful, dialed-in discussion

While running your L10, team, & 1x1 agendas, you may encounter a problem you want to IDS - like an off-track Rock, a Metric that's missed its target, or a To Do that's been open for too many weeks

We recommend creating an Issue directly from the problem item, providing an opportunity for a more collaborative, contextual discussion as you work through a proper response & resolution.

To create an Issue from an existing item, click the 3-dot menu outside the item...

Or, click into the item and select Create

Once the Issue is created, you can access the Related To link that will show you the origin item the Issue is linked to

You can also track all Issues created from an item within it's modal, too

When completing an Issue, don't just close it out, add Resolution Notes that detail what decisions were made to solve it.

Resolution Notes are also included in meeting summary emails, so we encourage you to add Resolution Notes during your meetings, not after

An Issue must always have a Primary Space. It can be a Team or a Person Space. Click here to read more on Strety's Team & Person Spaces

Issues can only be assigned to a single a Team Space. Upon creation, only the creator and owner of the Issue will be notified - you can subscribe others during creation if you'd like to notify anyone else. Once created, all members of the Primary Space will have visibility into the Issue.

Issues can also be added privately to a Person Space, where they can serve as topics in 1x1 agendas. For more on 1x1 agendas, check out this article: Strety 1x1s | Complete Guide

We recommend creating Personal Issues to discuss any one-off or ad-hoc topics that represent questions or challenges. Why? Because you gain the benefit of having an option to add Resolution Notes and/or assigning linked To Dos to the Issue, increasing accountability & context to the Issue

Certain Issues may require another team's involvement to fully resolve it. In these cases, Strety makes it incredibly easy to send the issue elsewhere and remain informed of any new activity or changes to it's status.

To send an Issue to another team, open the issue and click the Send to Other Team action. Below you see an Issue that began on the Leadership team that we now want to send to the Success team to resolve

Issues that are sent from other teams have a tag that clearly identified where it came from:

To review the current status of any Issue(s) sent to other teams, click the Sent to other teams filter

Click into the Issue to see whether the Issue has been resolved + any commentary and/or resolution notes added

Have you ever added an Issue only to see there is already one (or multiple) pertaining to the same root issue? Strety makes it easy for you to merge issues, allowing your team to easily combine fragmented context and reduce duplicative resolution efforts

To merge issues, open the Issue you'd like to merge into another, click Merge Issue, select which Issue you'd like to merge it with, and click Merge

The newly merged Issue will show a Related To link, allowing you to view details from any merged Issue(s)

Check out our Pulse Report for more insights & summaries of all Issues you have visibility into including: