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Basic Navigation

Left-hand Menu – StrategyBlocks’ Main Navigation Tool

The left-hand menu provides links to navigate through the features in StrategyBlocks. You can hide or display this menu at any time by clicking  menu hide button , located at the top left corner of your screen.

  • Home is your StrategyBlocks homepage. It displays all of the user’s owned and managed objects in StrategyBlocks for quick access and provides information about where the user might want to begin.
  • Strategy is where you can find your different block views: Tree, Network, Board, Table and the Block Library, and Clone functions.
  • Reports is where all your reporting tools live, such as: Charts, Dashboards and Downloads. This is also where you will find your Bookmarks and Briefing Book pages.
  • Metrics is your Metrics table. Use it to track and add new KPIs.
  • Risks is your Risks table. Anticipate
  • Ideas is our ideation tool which empowers all users to share, evaluate and turn their ideas into strategy.
  • User and Company Settings allow you to fine tune your StrategyBlocks depending on your level of access.
  • Help gives you access to help materials.
  • Search gives a keyword search, across all items in StrategyBlocks.
  • Username, clicking here gives the user the option of logging out or saving a session. Saving a session will keep the user logged in for 14 days.
  • Organisation name, clicking here allows you to switch between organisations or parts of an organisation that have a different strategy tree.

Context Menus – Page-specific display and options

Control Bar: this bar at the bottom of the main display offers page-specific display and navigation options. This is also where you can quickly bookmark a page by clicking the icon.

Options Menu: toolbox options off to the right-hand side. The options available in this menu will change depending on which page you’re on. To start learning about the Options Menu checkout our Standard Options documentation.