How to set additional custom attributes in the Strategy Module?

Profit.co supports an option to set additional custom attributes in the Strategy module.

Why this feature?

• Adding custom attributes in the Strategy Module allows organizations to tailor strategic planning based on their unique requirements, ensuring more relevant and insightful tracking of key business elements.
• This feature enhances flexibility by enabling users to define additional data points, improving alignment with organizational goals, and providing deeper visibility into strategic initiatives and performance metrics.

Step 1

Navigate to Settings → Strategy Roadmaps from the left navigation panel and click on the Master layout button. 

Step 2

In the right panel, you will have many options to add as an attribute.

Let’s add a new text area field in the layout.

In the Inspector tab, you can modify the name and the visibility options.

You can view the newly added attribute while creating a New Initiative.

Related Answer Post

To learn to enable reports under strategy settings click here.

To learn the process of creating a new Milestone in Strategy, click here.