key things to know

key things to know

getting started
You can start with a team, a function, a department or the whole company. 

The key is to lead-by-example, at all levels of management.

We recommend this quick introduction:

Here are 6easy tips to accelerate your journey into discovering the new future of work in one connected workspace:
  1. meetings - create a meeting card inside #stratapp for every meeting you attend
  2. upcoming - plan your own day each day using the workspace/upcoming page
  3. workboards - create a workboard for each key initiative or project you are working on
  4. OKRs - book a weekly check-in and monthly progress review with the owners of each OKR
  5. social/work - as your interaction with colleagues starts to increase inside the app, start to use the social/work page rather than clicking through social notifications
  6. daily 5min huddle - with colleagues, once a day for the first 10 days, share with each other tips and tricks you are discovering on #stratapp
After doing these for 5 consecutive days, you'll start to discover the magic.

We recommend doing workshop 2 with us after 7-10 consecutive days per the quick introduction at link above. 

install the mobile app | turn off email notifications
We recommend installing the mobile app and enabling push notifications.  You can access the mobile apps here:
  1. [Apple appstore]
  2. [Android playstore]
To turn off email notifications, after logging into #stratapp on your desktop, click on your profile avatar and scroll down to the toggle for email notifications.

in-app help tip overlays & videos
On nearly every page, opened card and workboard inside #stratapp, you can click on the "?" button to view in-app help tip overlays.

On select pages you will also find in-app help videos (for example: strategy/our-plan (in edit mode); OKRs; upcoming; settings).

power users
Every client organization needs at least one power user, preferably two or three.

The power user will be the person who you want to thoroughly master the app and be able to answer questions and assist other users.  The power user does not need to be a technical role (in fact, it is often better if they are not) - they just need to be self-motivated, see the big picture, a good communicator and enjoy learning new tech.

@org-design - people
This saves you typing individual names to collaborate on messages, cards and workboards.  Certain admin roles can configure these under the settings/teams page.  It works as a hierarchy - that is, if you add a person to the team @F/marketing/digital, then they will receive all messages and invitations addressed to @F/marketing or @F/marketing/digital.

Most organizations have Functions and Geography.  Some have Verticals (usually the markets they serve) and Horizontals (groupings of skills or teams that work across Functions, Geographies or Verticals).

This makes collaboration extremely powerful - you do not need to remember or type people's names, in order to collaborate with them.  For example, imagine you want to add everyone in Germany, who works in Marketing, to a workboard.   That will take you 3 seconds as something like:
          @F/marketing + @G/Europe/Germany

#stratapp is the world's first enterprise SaaS app to power social messaging and work collaboration by @org-design.

@org-design - cards and workboards
When you create a card or a workboard, it inherits the @org-design teams that you belong to.  You can the edit these.  For example, you might be in the Finance team in Singapore and you are creating a "risk" card for the Manufacturing team in China.  So after creation, you can edit the @org-design teams of that risk to geography China and function Manufacturing; assuming of course that an admin role has created those teams under settings/teams. 

This will then power the filters when you visit each page inside #stratapp, allowing you to quickly focus on what you are interested in.

To keep life simple, every card and workboard in #stratapp will have 1 of 4 levels of security, which can only be edited by the creator/owner/assignor of each.  To learn more see:

Upon creation, the default security level is "restricted".  The only exception to this are tasks that you create on your own workspace/upcoming page.  These are created as "confidential" and only visible to you until you either reduce their security to "restricted" or add other members.

roles & guest users
When you create something you are the "creator" and "owner".  When you assign ownership to someone else, you become the "creator" and "assignor", and they become the "owner".  When you add paid users or guests users to a card or workboard, they become "members".

Creators/owners/assignors can edit the card or workboard properties - status, title, security, dates and org-design attributes.  For meetings, only the owner can edit the agenda and run the meeting clock.

Guests users have limited functionality, designed so you can collaborate for free with external customers/partners/suppliers/contractors on specific cards and workboards.  To learn more about guest users see:

If the meeting security is "confidential" or higher, the "live notes" section may only be viewed by the meeting's members.

Only the owner can edit the agenda and run the meeting clock.  The meeting clock will stop when the meeting card is closed by the owner, so you may like to open multiple tabs of #stratapp.

When the meeting status is "active":
  1. "private notes" added by members can be made "live" (by clicking on the blue private label) and members can live edit the meeting notes together; and
  2. "the anonymous gavel" ( other social react buttons appear
When the meeting status is "completed", the "live notes" can no longer be edited by the members, therefore providing an accurate record of the meeting's notes.

"Private notes" are useful for members to prepare for the meeting.

Meeting actions, added as "tasks" under the tasks tab at top right of the opened meeting, will automatically appear in the workspace of the task owner, as well as the person who creates or assigns the task.  If you assign a meeting task with a due date, it will also appear on the task owner's workspace/upcoming page.

You may like to read this: 

sources / related tab on opened cards
Cards and workboards are linked inside #stratapp via sources.  For example, if you add a "meeting" to a "risk", then the source of the meeting will be the risk.

Under the related tab on an opened card you can see what has been added to this card.  That is, this card is the source of those related cards and workboards.

You can retrospectively edit the source.  For example, you could move the abovementioned "meeting" from one "risk" to another, or to something else.  Similarly, you can create a meeting, task or idea rapidly from the "global plus", then later decide what the source will be.  There are two exceptions to this:
  1. workboards - on the current release, you cannot move a task from one workboard to another, or from standalone to a workboard, or from a workboard to standalone; and
  2. strategy - as you would expect, you can reorder the strategy tree hierarchy easily (see, however you cannot make non-strategy related cards the source of a strategy related card

power of sources/hierarchy when combined with security
One of the hidden gems inside #stratapp is the concept of hierarchy, especially when you think about workboards.

Imagine you have a strategic goal to reduce working capital, and to that goal you add a project workboard.  Because of the sensitive nature of the project, you decide to set the workboard security to "confidential".  Then on a task on that workboard, you add a meeting, and to that meeting you assign actions ("tasks") to people across the company.  If you decide to leave the meeting as "restricted", then people who have been assigned those tasks will be able to click on the task source to see the meeting, which gives them a context for why you have assigned them the task.  However, they will not be able to see or click on the source of the meeting, being the workboard, because that is set to "confidential".

This makes org-wide collaboration fast and seamless, whilst at the same time protecting confidentiality on what you need to.

canny boards / changelog / support
Our culture is to stay close to and evolve #stratapp in partnership with our user community and client side thought leaders.

Under your profile avatar (at top right inside the app) you will see 5x canny boards, where you can:
- ask a question
- suggest new features
- tell us what you love
- report a minor bug/niggle (for more serious issues you can email our support team)
- suggest strategy for our future product roadmap

You will also see that we publish our Changelog, so you can see our most recent updates and fixes.

The initial super admin or subsequent billing admin roles can access the secure Chargebee portal.  Under your profile avatar (at top right inside the app), click on "billing" to add your credit card.

Pricing is on our website here:  You can choose from monthly or annual billing, payable in advance. Annual pricing is discounted 22-29% on monthly pricing.  

There is no contract term beyond the billing cycle. We want you to continue to use #stratapp because you love it, not because we locked you into a 3 or 5 year contract.

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