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There are several ways to add a strategy to a project:

  • From within a Strategy Template

  • From within a Project

Adding a strategy template to a project is a one-time copy.

  • This means that if you make edits to the Strategy Template in the future, those edits will not be reflected on the project(s) that the Strategy Template has been added to

Steps

From within a strategy template

  1. Go to the Strategy page

  2. Select Use this Strategy

  3. Select the project

  4. Press Save

  5. The Outcomes & Progress Trackers within the strategy have now been added to the project(s) you selected

From within a project (beta)

  1. Go to the Project’s Edit Strategy page

  2. Click the Choose strategy dropdown list

  3. The dropdown list displays the Strategy Templates you have access to

  4. Select a Strategy from the list

  5. Then press the Add this Strategy button

  6. Press Save Changes

  7. You arrive on the project’s targets page which now contains rows for each of the Progress Trackers that were in the Strategy template you added to the project

  8. Scroll to the bottom and press Save

  9. You arrive on the project page

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