Creating Strategic Categories
Go to the Objectives and Risks Console — this screen starts empty.
Click the blue “add strategic category” link.
A field will appear; type your Strategic Category name.
Click the checkmark to save.
Strategic Category names:
Max 60 characters
A live character counter helps enforce the limit
Each saved category appears as its own section, listed vertically in alpha-numeric order.
Tip: Use numbers or letters in the category names to control their order (e.g., “1. Financial Growth”, “2. Compliance”).
Attaching Risks to Categories
Click on a Strategic Category to add a related Risk.
Select a risk from the dropdown list.
If the Portfolio feature is enabled:
Standard Users can only attach risks from portfolios they have access to.
Admin Users can attach any risk from any portfolio.
Once selected, the objective screen will update to reflect the linked risk.
Applies to: Standard Users, Admin Users
Keywords: strategy tab, strategic categories, objectives, attach risk, portfolio, reorder strategy, admin, user access