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Pinnacle Topics | Complete Guide
Derek Weaver avatar
Written by Derek Weaver
Updated over 2 months ago

Video Guide:

Everything you need to know to create, track, and manage your Topics with Strety

....coming soon!!


What Are Topics?

Topics represent problems, ideas, or opportunities that typically require input from others in order to be resolved. An example of a Topic 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

Topic Types

  • Short-term Topics are for things you plan to resolve this quarter. Consider these Topics you are currently trying to resolve

  • Long-term Topics are things you need to resolve, but may not be ready to tackle yet. Think of these as a parking lot for Topics


How to Create Topics

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

Give your Topic 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 Topic, the creator & owner are the only people notified by default. We recommend either subscribing any additional people to the Topic or @ mentioning them in the description. This should allow any relevant parties an opportunity to review the Topic in preparation for your next meeting, hopefully leading to less time spent getting everyone up to speed and more thoughtful, dialed-in discussion


Creating Topics from Other Items

While running your L10, team, & 1x1 agendas, you may encounter a problem you want to proactively address - like an off-track Rock, a Metric that's missed its target, or an Action Item that's been open for too many weeks - but you may not know exactly what's needed to course correct.

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

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

Or, click into the item and select Create

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

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


How to Resolve Topics

When completing a Topic, 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

Resolution Notes are not only helpful in real-time, informing everyone of decisions & next steps, they also provides a useful benefit when looking back at Topics, adding valuable context for folks preparing for performance reviews or quarterly/annual planning meetings later in the year


Topics Best Practices: Team Topics vs 1x1 Topics

A Topic 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 Topics

Topics can only be assigned to a single a Team Space. Upon creation, only the creator and owner of the Topic 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 Topic.

Private Topics (for 1x1s discussions)

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

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

In the above screenshot, we show how to create a Personal Topic by assigning it to a Person Space (rather than a team). By assigning it to the someone's Person Space, it allows it to be discussed privately in the Topics section of the 1x1 agenda until resolved


How to Send Topics to Other Teams

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

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

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

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

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


How to Merge Topics

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

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

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


Topic Reporting

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

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

  • Teams Summary: A quick look at the total number of Topics added & resolved + the # of Topics resolved in each meeting completed within the filtered date range

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