1. Getting Started

What Stratask is, how members are invited, user roles, workspace settings and your first steps.

1.1 Welcome to Stratask

Stratask is a strategic planning and operational task tracking tool designed to align and direct the team toward the consistent achievement of agreed-upon goals, thereby increasing the efficiency of the company. Stratask connects each task to a broader strategic goal.

All discussions and decisions are recorded directly on individual tasks and initiatives, instead of scattered email or chat threads. Completed or withdrawn tasks are kept in the archive, so every project stays fully traceable.

Tip: This guide will help you join your workspace, understand how Stratask is organized, start collaborating with your team, and adopt the workflow that keeps execution focused and transparent.

1.2 Inviting New Team Members

Access is by invitation only. Before a new user can join, an administrator must authorize their company email address.

Administrators authorize the company email via the Admin Dashboard (Allow List).
Invitations are sent automatically via email — check the spam folder if it does not arrive.
The user registers with their name and password and joins the workspace.

1.3 User Roles

Role	What they can do
Administrator	Full control over Strategic Goals, 90-Day Initiatives, team members, Allow List, approvals, workspace settings, and role changes in Tasks.
Member	Focuses on execution — creates, updates and completes tasks, collaborates with teammates, and contributes to 90-day initiatives.

1.4 Workspace Settings

Managed from the Admin Dashboard: approve new members, grant or remove admin rights, offboard users, and update the workspace name.

1.5 Your First Steps

Accept the invitation and set your name and password.
Explore the Dashboard in List View to find the tasks assigned to you.

Tip: Best Practice — keep all communication inside task comments, so every decision stays attached to the work it belongs to.

2. Working the Stratask Way

The strategic hierarchy, zero-noise communication, notifications, 90-day initiatives, meetings and task visibility.

2.1 Strategic Hierarchy

Strategic Goal → 90-Day Initiative → Task. Every task belongs to an initiative, and every initiative serves a strategic goal.

2.2 Zero Noise — Communication Inside the Task

Comments serve as a complete task history: discussions, decisions, progress updates and next steps. Record direction changes in comments rather than in separate email or chat threads.

2.3 Email Notifications

Notifications are sent automatically upon a new comment or a status update to the Task Owner, subscribed collaborators and the Initiative Owner. The author of the change is not notified.

2.4 Building 90-Day Initiatives

An initiative defines a clear objective achievable within one quarter. Users can submit initiative proposals for approval or park them for later consideration. Every initiative must be approved by an administrator.

2.5 Meetings, AI Summaries & Daily Notebook

Use meetings for decisions and update the tasks in the app. Stratask keeps AI summaries up to date for quick status reviews.

Tip: Use the Daily Notebook during meetings for quick task entry, then transfer those tasks to initiatives or archive them.

2.6 Task Visibility

Tasks are visible to the task owner, added collaborators and the parent initiative owner. They are available in both the List view and the Calendar layout.

3. Managing Tasks

Creating tasks, task structure, all eight statuses, the Needs Attention view, restoring tasks and standalone work.

3.1 Creating Tasks

Recommended: create tasks directly inside a 90-Day Initiative via the Dashboard. For quick notes use the Daily Notebook and migrate the task to an initiative — or archive it — as soon as its purpose is clear.

3.2 Task Structure

Field	Purpose
Title	Short and action-oriented (e.g. Sign the contract).
Description	Background, links and the expected outcome.
Deadline	The final due date.
Next Step	The date of the next action; also serves as a reminder.
Owner & Collaborators	Assigned responsibilities.
Initiative	Mandatory assignment to a 90-day initiative.

3.3 Task Statuses

Initiated — Created; work has not started.
Ongoing — Work is actively in progress.
Follow Up — Main work finished; follow-up required.
Awaiting Reply — Blocked on an external response.
Paused — Temporarily stopped internally.
Postponed — Moved to a future cycle.
Completed — Finished and archived.
Cancelled — No longer required; archived.

3.4 Needs Attention View

A date-driven filter. It displays tasks where the Next Step is today or overdue, OR the Deadline is overdue.

Shortcuts

Red dot shortcut in the left sidebar.
The "Needs attention only" toggle on the Tasks page.

3.5 Restoring & Standalone Tasks

Restore archived tasks from the Archive by setting a new status and a new Next Step date.

Standalone Tasks are temporary storage for unassigned work coming from the Daily Notebook. Review them regularly and migrate them into initiatives.

4. Dashboard, Reports & Notifications

The three-level dashboard, the Morning Digest email and the Strategic Status Report PDF.

4.1 Dashboard Overview

A real-time overview across three levels: Strategic Goal → 90-Day Initiative → Active Tasks. Open any task directly from the dashboard and create new tasks straight on an initiative.

4.2 Morning Digest Email

A daily morning email with overdue tasks, tasks whose Next Step is today or overdue, stagnant tasks (Awaiting Reply for more than 7 days) and initiative summaries.

Tip: The delivery time is configurable at /settings.

4.3 Strategic Status Report (PDF)

Export a clean PDF report from the Dashboard. Overdue items are highlighted in red and AI-generated progress summaries are included.

5. Best Practices

Four habits that keep execution focused and transparent.

5.1 Daily Habits

Start every day in the Needs Attention view.
Always update the Next Step date after making progress.
Empty the Daily Notebook regularly into 90-Day Initiatives.
Conduct task discussions inside task comments, not emails.

Tip: Best Practice — a task without a Next Step date is a task nobody is driving forward.

6. FAQ

Quick answers to the most common questions.

6.1 Frequently Asked Questions

Why can't I see my team's tasks? Ensure you joined using the approved email on the Allow List.

Why is my task in Needs Attention? Because its Next Step or Deadline date is today or overdue.

How do I change my Morning Digest time? Go to Settings (/settings) in the sidebar.

Stratask User Manual

1. Getting Started

1.1 Welcome to Stratask

1.2 Inviting New Team Members

1.3 User Roles

1.4 Workspace Settings

1.5 Your First Steps

Stratask User Manual — Complete Edition

1. Getting Started

1.1 Welcome to Stratask

1.2 Inviting New Team Members

1.3 User Roles

1.4 Workspace Settings

1.5 Your First Steps

2. Working the Stratask Way

2.1 Strategic Hierarchy

2.2 Zero Noise — Communication Inside the Task

2.3 Email Notifications

2.4 Building 90-Day Initiatives

2.5 Meetings, AI Summaries & Daily Notebook

2.6 Task Visibility

3. Managing Tasks

3.1 Creating Tasks

3.2 Task Structure

3.3 Task Statuses

3.4 Needs Attention View

3.5 Restoring & Standalone Tasks

4. Dashboard, Reports & Notifications

4.1 Dashboard Overview

4.2 Morning Digest Email

4.3 Strategic Status Report (PDF)

5. Best Practices

5.1 Daily Habits

6. FAQ

6.1 Frequently Asked Questions