Strety

Derek Weaver

Dan Lapuz

Brian Dosal

Resource Library

Company Vision/Traction Organizer (V/TO) | Complete Guide

Set up Level 10 Meetings in Strety! Learn how L10 Meetings™ work, L10 Agendas, how to run your first L10, and customizing L10 Meetings.

Strety L10 Meetings | Complete Guide

The ultimate guide to Rocks in Strety. Set quarterly goals, track progress, create accountability, and hit your targets consistently.

Strety Rocks | Complete Guide

Master the Issues feature in Strety. Add, prioritize, and solve team issues using the IDS process. Complete user guide with examples.

Strety Issues | Complete Guide

Scorecards and Measurables: scorecard creation, calculated metrics, custom scorecards, scorecards check-ins, and scorecard best practices.

Strety Scorecards & Measurables | Complete Guide

Learn how to create, organize, share, sync, and report on Strety To Dos so your team can manage tasks and accountability in one place.

Strety To Dos | Complete Guide

Strety Headlines | A Complete Guide

Run awesome 1:1 meetings in Strety, alongside your business operating system. Step by step setup and best practices.

Strety 1:1s | Complete Guide

Set up and manage Projects in Strety. Create Projects, track To Dos and progress, and link projects to Rocks. Step-by-step instructions.

Strety Projects | Complete Guide

Build custom agendas in Strety. Tailor meeting flows for different teams, projects, and business needs. Step-by-step configuration guide.

Strety Custom Agendas | Complete Guide

Strety Reviews | Complete Guide

Strety Core Process | Complete Guide

Strety People Analyzer | Complete Guide

Strety Docs | Complete Guide

Using the Organizational Check Up, Vibe Check, eNPS, & Culture Check-up Surveys

Strety Surveys | Complete Guide

Strety Check-Ins | Complete Guide

Get set up in Strety's HR Center for visibility into 1:1 meetings, reviews, and performance management tools. Step by step instructions.

Strety HR Center | Complete Guide

Strety Messages | Complete Guide

Learn how to create, view, filter, and report on Shoutouts in Strety so your team can recognize people who live your Core Values.

Strety Shoutouts | Complete Guide

Learn how People spaces in Strety bring together Rocks, Measurables, To Dos, 1:1 Agendas, Reviews, and personal tools.

Strety People Space | Complete Guide

High-level video guides for Strety's core features

Strety Guides | Agendas & EOS Tools

Strety Adminland

Everything you need to know to create, track, and manage your Rocks, whether they're Company Rocks, Team Rocks, or Personal Rocks.

Strety Rocks | Company, Team, & Personal

How to Invite New Users to Strety

Strety Notifications

Set up your reporting relationships in Strety to get full visibility and use of 1:1 meeting management.

How to Assign a Direct Report

Guide to creating 1:1 meetings for your skip level reports.

How to Create 1:1s for Skip-Level Reports

Create accountability charts in Strety. Define seats, collaborate, and build transparent reporting structure. Complete setup guide.

Strety Accountability Chart: Complete Guide

Build calculated measurables for your Strety scorecards. Set up calculated fields, create formulas, and track complex KPIs. Complete guide.

How to Create Calculated Measurables

External Users | How to Use Strety with Clients & Contractors

How to Set Your Primary Team

Strety Presenter Mode for Agendas

How to Merge Issues

Quick answers to our most commonly asked questions

FAQs

How to Link Agendas to your Calendar Events | Strety Permalinks

How to Set Up "Default Linking" For Linked To Dos

How to Automate Rock Check-ins from Planner or Connectwise

How to Deactivate a User

Strety Reports: Create Action from Insights

How to Archive a Team

How to Create a New Team

Strety's Coach Role

How to Customize GIFs

How to Provide Access to Secret and Person Spaces (HR Permission)

How to Authenticate Google SSO

Strety Agenda Templates

How to Change Team Space of the Company Vision

Learn how to prepare for a Quarterly Planning Session, use the Quarterly Pulse Agenda in Strety, share reports, and export data for offline planning.

How to Run a Quarterly Pulse Agenda in Strety

How to Create To Do Custom Fields

How to Cascade a Message from an L10

How to bookmark your favorite pages in Strety!

Strety Bookmarks

Strety Groups | How to Notify Multiple Users at Once

This article walks through how categories work in Strety and how they help organize your data across different tools and teams.

Strety Categories Explained

Learn how to use the Strety Traction Report to review 90-day activity, customize report sections, and share progress with external viewers.

Strety Traction Report | Complete Guide

Kristian Munoz

Learn the ins and outs of all Strety's features

Strety Help Docs: How to use Strety to its fullest

Strety's AI Agenda Item Suggestions | Complete Guide

Strety's AI Scorecard Suggestions | Complete Guide

Strety's AI Rock Suggestions | Complete Guide

Learn how Strety utilizes AI throughout the platform

Strety AI Features

Connect Strety to ConnectWise PSA. Auto-sync tickets, activities & projects. When ConnectWise tickets close, Strety To-Dos auto-complete.

Linking To Dos to Connectwise Tickets, Activities, & Projects

Linking Strety To-Dos to Microsoft Planner

Autotask Integration

Linking To Dos to Halo Tickets

Linking Strety To-Dos to Microsoft To Do

How to Integrate with Slack

Integrating with BrightGauge for powering Scorecards

Connect Strety with HubSpot CRM. Sync to-dos and tasks automatically, set up the integration, and find HubSpot integration documentation.

Linking To-Dos to Hubspot Tasks

Linking To Dos to Monday.com

Linking To Dos to Asana Tasks

Linking To Dos to Wealthbox Tasks

Get set up with Strety's Google Task integration. Complete setup guide.

Linking Strety To-Dos to Google Tasks

How to Integrate with Procore

Allowing Strety Mobile App Via MS Entra and Intune Policies

Learn how to connect ClickUp to Strety, link Strety To Dos to ClickUp tasks, and understand what syncs between both tools.

How to Link Strety To Dos with ClickUp

Connect Todoist to Strety, create linked To Dos, choose a default Todoist project, and understand what syncs from Strety to Todoist.

How to Set Up the Todoist Integration in Strety

Strety Integrations: Connect with Microsoft Teams, Slack & 20+ Tools

Integrations

Find answers and get help from Intercom Support and Community Experts

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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