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Strety To Dos | Complete Guide

Strety To-Dos: Complete guide to task management & team accountability. Get set up and integrate To Dos with Microsoft + more.

Derek Weaver avatar
Written by Derek Weaver
Updated this week

Video Guide:

Everything you need to know to create, track, and manage your To Do's with Strety. Check out the video for a quick start:


How to Create To Dos

Create a new To Do from Quick Create or from a Team or your Person To Do Space

Screen in STrety showing the ability to quick-create a To Do from the top right corner or create a To Do from the To Do section in a Space

Give your To Do a Name and Description then assign a Primary Space, an Owner, a List and/or Priority (if desired) and add any other Subscribers (if needed).

Lastly, you can Link to an Integration if you'd like to integrate the To Do with a 3rd part platform

To Do in Strety showing integration capabilities

You can also add To Dos inline anywhere in the platform, including editing the Due Date and Owner by clicking inline

To Dos in a Team Space showing the ability to edit To Do information inline

Duplicating To Dos

If you want to create the same To Do for multiple people, click the Duplicate toggle and add everyone you need - To Dos will be created separately for each assignee

To Do module showing the ability to duplicate the To Do and assign to multiple people


How to Share To Dos: Team vs Personal To Dos

A To Do must always have a Primary Space. It can be a Team Space or a Person Space and can then be shared to any other spaces you have access to.

Click here to read more on Strety's Team & Person Spaces

Team To Dos

For any To Do assigned within a Team Space we automatically share it with the owner's Person Space; this enables the assignee to see all their assigned To Dos from across all Teams in their Personal Overview Page

Team To Do shown in a Team Space

Personal To Dos

For To Dos that are meant to be Personal you can set the Primary Team as your Personal Space and it will only be viewable by yourself and your manager(s).

Personal To Do, showing that it is in a Person SPace

Sharing To Dos with Multiple Team(s) or People

Share a To Do with additional Team or Person Spaces by clicking the + sign beneath the Spaces shared with section

Sharing a To Do makes makes it visible in those other To Do lists - perfect for To Dos that impact multiple teams, so everyone can stay informed!

Strety To Do module showing the ability to share a To Do across Spaces


How to Create To Do Lists

To Do Lists are a great way to add organization to your Team or Personal To Dos. To add a list, click Create To Do List from any To Do page

The To Dos section in a space, showing the option to Create a To Do List in the top right corner

New To Dos can be added inline within existing lists or added separately from a list. You can also drag & drop existing To Dos between and in/out of lists via the 6-dots to the left of the name

To Dos organized into To Do Lists in a person space

Note: To Do Lists are space specific, so if a To Do is assigned to a particular list in a team space, it can be assigned to a different list in any other space it is shared with, including your person space

To Do List Templates

If you have set(s) of recurring or repeatable To Dos, create a To Do List Template and cut down on the setup time! You can create a To Do List Template from any existing list or via Adminland's Template page

Strety To Do List with options open, including open to save the To Do List as a template

To use a To Do List Template click Create To-Do List from any space's to do page, then select Create To-Do List from Template

Strety To Do List creation module

To Do List Templates can only be created by Account Admins


Kanban View

An added benefit of creating To Do lists is displaying your To Dos in Kanban view. Once you have your lists set-up, click View As Kanban, where you can drag & drop your To Dos from list to list

Strety To Dos in a Kanban view

Here's a quick video to show you all the features available in Strety's Kanban view


How to Create a Checklist (Subtasks)

Add a Checklist to breakdown your To Do into smaller subtasks:

Strety To Do Module with Checklist on the righthand side along with other To DO options

Add items to begin populating your checklist

Strety To Do module with a checklist within it

From both Kanban & List view, you'll see a visual representation of how many checklist subtasks have been completed:

Strety To Dos in Kanban view showing a Checklist counter


Where to See Your To Dos

View all of your open To Dos from your Homepage or your Person Space

Homepage

Strety Home page showing different relevant information for the person logging in, including open To Dos

Person Space

Person Space in Strety showing To Dos in a Kanban view


How to Sync Strety To Dos w/ 3rd Party Integrations

For many To Dos that originate within Strety, the work happens somewhere else. In efforts to reduce duplicative work and meet people where they actually work, we have a growing list of platforms you can create, link, and bi-directionally sync To-Dos with:

The best part is when those tickets or tasks are completed within those platforms, the To-Do will automatically complete back in Strety

Strety To Do module showing Strety To Do integration options


How to Set Defaults for Linked To Dos

If you find yourself sending every To Do you are assigned in Strety to the same 3rd party integration, set-up Default Linking and save yourself a lot of clicks!

Default Linking To Dos menu showing connection between Strety To Dos and Connectwise


Adding To Do Custom Fields

To Do Custom Fields provides an additional way to identify or tag Strety To Dos specific to the way your team or project works - allowing for greater organization & categorization on a space-by-space level

Strety To Dos in a Kanban view showing the To Do Custom Fields


To Do Reporting

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

  • To Dos Added & Resolved: A weekly breakdown of all added & resolved To Dos per Team. A great way to look back, especially after a busy week or some time off!

  • To Dos Currently Open: Filterable To Do report by Teams & Assignees. Great for managers to see how much is on everyone's plate

  • To Do Analysis: Comprehensive, filterable To Do report to any To Dos that have been reassigned, have had their due dates pushed-out, growing stagnant, and that you assigned to other users

To Do Reports from Strety Menu including a bar chart showing the To Dos currently open

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