Add a Strategy Type

Add strategy types that represent corporate-level strategy or goal categories that align with the mission and vision of the organization.

To add a strategy type:

In the object selector, select a workspace.
In the sidebar, select  Summary & Settings.
On the Summary & Settings menu, select Dictionaries, and then select Strategy Types.
In the Name column, enter a name for the strategy type.
In the Icon column, select an icon to represent the strategy. This icon displays on the Strategy Scorecard as a visual indicator for the strategy type.
Select Save.
In the Summary & Settings panel, select  Close.

Tips

Select Assign to assign strategy types from the parent workspace to the current workspace.
The sequence number determines the order in which strategy types appear for selection when adding strategies in the Strategic Alignment app. To change the order, select the  Context menu, and select Move Up or Move Down.

This setting is used in the following apps:

Strategic Alignment