One of the benefits of Strety for Pinnacle and 1x1 Management, is that it doesn't feel like another tool you have to log into. Especially for Action Items that come out of Weekly Tacticals, Rocks, Topics, or Announcements. This is because we have the ability to link a Strety Action Item to Microsoft Planner
When you log into Strety using your Microsoft log in, you already have your integration set up with PLANNER. When you create an Action Item, click on the Planner icon before saving that Action Item. You just have to pick which "plan" and then it will get created there.
Two Way Syncs!
Strety and Planner two way sync. So if a date gets changed or an Action Item is marked as completed / not completed in either system, it will sync with each other.
How it works
Click on the Planner icon and a plan dropdown appears.
Once created, you will now see the Action Item linked to that Planner Task
And in Planner you will see it created in that Plan
