Add a Strategy template to a project
- Matt Kepple
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
Press the Use this Strategy button in the cover section
A list appears of the projects you have editorial control over
Select one or more projects you want to add this strategy to
Scroll to the bottom of the page and press Save
The Outcomes & Progress Trackers within the strategy have now been added to the project(s) you selected
From within a project (beta)
Go to the Project’s Edit Strategy page
Click the Choose strategy dropdown list
The dropdown list displays the Strategy Templates you have access to
Select a Strategy from the list
Then press the Add this Strategy button
Press Save Changes
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
Scroll to the bottom and press Save
You arrive on the project page
