Manage your Strategy Templates
- Matt Kepple
You can easily access all of your Strategy Templates from the Strategies App.
A strategy template is automatically generated for every project in your organisation. It includes all the trackers (outputs, outcomes, indicators) which are used on that project, whether they were added to the project directly or indirectly as a result of adding a survey (or adding another strategy) to the project.
You can also create new strategy templates
Things you can do in this app
See your Strategy Templates (described in this article)
Steps
Select My Apps in the top menu
Select Strategies
You arrive in the Strategies App
This page displays the strategies you have access to personally. This is your Personal Library.
Access your organisation's strategy library
From within the Strategies App: Select the Shortcuts dropdown list in the top left corner
A dropdown list appears displaying the organisations you are part of
Select an organisation
You arrive in the organisation's Strategy Library.
Types of strategy and library
| Personal library | Organjsation library |
|---|---|---|
Automatically generated project strategies | Yes - if you are a colleague on that project | Yes |
Custom strategies | Yes - if you are the owner of that strategy | Yes - if the organisation is the owner of the strategy |