Support Center / Strategy Deployment / How to create a new Strategy deployment X-matrix

How to create a new Strategy deployment X-matrix

To create a new Strategy Deployment X-Matrix:

  1. Go to the Goal Deployment module and select the folder from your organization structure, where the document should be savedcreate x-matrix
  2. Click the Add iconplus icon new
  3. Specify the details of the Matrix by filling in the fields provided (Title, responsible person and the main TTI dashboard). You can either link the existing dashboard, create a new one or select None). If you select Create new, then a new dashboard will be automatically created, once you have saved the Goal goal deployment
  4. You can choose whether the document should be public (accessible for all users with access to the particular organization folder) or for invited users onlyGD for invited only


Once the heading data are complete, you will be promted to save the document. After saving it you can specify your Objectives and link the relative parts in your X-Matrix as below:

  1.  Choose  and highlight 5 Year Objective and related 1styear objectivecreate x-matrix 2
  2. Choose and highlight particular KIP and related 1st year objective, TTI and responsible personcreate x-matrix 3
  3. Save and view
  4. Related objectives are now marked with black dot and highlighted in blue, if you click on one of themleader, support 2
  5. For detailed view, please see the video guide below.

Video Guide: Goal Deployment

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