How to Create a Simple Strategy in the CGS System

Instructions on How to Create a Simple Strategy in the CGS System

1. Log into the CGS System:

   • Upon logging in, you'll see a dashboard and a drop-down menu with your company name.
   • Select "Strategies" to access the space where you'll create your strategies.

2. Create a New Strategy:

   • Click on "Add Strategy" to start creating a new strategy.
   • Name your strategy (e.g., "My Strategy to Grow My Business").
   • Optionally, add a description, images, or cover images. For now, you can leave these fields blank.

3. Create a Stream:

   • A stream is where all tasks and work are organized. You must have at least one stream for a strategy.
   • Name the stream (e.g., "Main Stream") where the work will be done.
   • If relevant, you can create multiple streams (e.g., "Management Stream," "Innovation Stream"), but for simplicity, just use one stream for now.

4. Create Stages:

   • For your strategy, define stages such as:
     • Planning
     • Implementation
     • Scaling
   • These stages will represent phases of your strategy's execution.

5. Create Rooms:

   • Rooms are where tasks are grouped. For example, under the Planning stage, you might create a room called "Business Inventory."
   • Add details to the room, such as tasks, files, and estimated time for completion.
   • Optionally, include videos, instructions, or descriptions for each room.

6. Create Tasks:

   • Click on the room you created to add tasks. For example, under the "Business Inventory" room, you might add tasks like:
     • Gathering a list of company assets
     • Interviewing employees or customers
   • Assign tasks, set deadlines, and add necessary descriptions.

7. Visualizing the Strategy:

   • Use the Kanban view to see your stream with the stages and rooms.
   • Switch to the List view to see tasks and their statuses.
   • Use the Gantt chart for a timeline view of tasks and stages.

8. Save and Manage Your Strategy:

   • After creating rooms and tasks, you can manage them from the Kanban, List, and Gantt views.
   • Expand or collapse lists to view tasks associated with rooms.
   • Continue adding or refining rooms and tasks as needed.