Video Guide:
Everything you need to know to create, track, and manage your To Do's with Strety
How to Create To Dos
Create a new To Do from Quick Create or from a Team or your Person To Do Space
Give your To Do a Name, Due Date, Description, assign a Primary Space, assign an Owner, add any other Subscribers (if needed), and select whether you want to Link to an Integration (if applicable)
You can also add To Dos inline anywhere in the platform, including editing the Due Date and Owner by clicking inline
Duplicating To Dos
If you want to create the same To Do for multiple people, click the Duplicate toggle to add everyone you need. Note that the To Dos will be created separately for each assignee
How to Share To Dos: Team vs Personal To Dos
A To Do 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
Team To Dos
For any To Do assigned within a Private 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
For items assigned to a Secret Team Space, Strety does not automatically share with the assignee's Person 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).
Sharing To Dos with Multiple Team(s) or People
If you'd like to share a To Do with additional Team or Person Spaces so the item can be viewed in their Team or Personal To Do lists, click into the To Do and add the Spaces from the Spaces shared with dropdown.
This option is great for To Dos that impact multiple teams, so everyone can stay informed!
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
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
Note: Team To Do Lists do not carry over into your Personal To Do lists and vice versa
Where to See Your To Dos
View all of your open To Dos from your Homepage or your Person Space
Homepage
Person Space
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
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!
For more on Default Linking, check out this doc
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