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How To Setup Spaces and Tags for Organization-Wide Visibility

Introduction

Effectively structuring your organization in Meddo is crucial for maintaining strategic alignment and ensuring visibility across teams. Spaces and Tags offer a powerful way to organize Strategies, Initiatives, and Milestones, making it easy to track progress and ensure company-wide clarity.

In this tutorial, we’ll walk through setting up an example organization, structuring Spaces for departments, and using Tags to categorize key initiatives and strategies. By the end, you’ll have a clear blueprint for leveraging Meddo’s organizational features for maximum efficiency.

Step 1: Define Your Organization’s Structure

For this example, let’s consider a company called Acme Corp with the following key departments:

  • Marketing

  • Product Development

  • Sales & Customer Success

  • Operations

Each of these departments will have their own Space in Meddo to house their relevant Strategies and Initiatives.

Step 2: Setting Up Spaces for Departments

Spaces in Meddo act as logical containers for organizing work across different teams or functions. Here’s how you can set up Spaces:

  1. Navigate to Settings > Spaces and Tags.

  2. Click Create New Space and enter a name (e.g., "Marketing").

  3. Repeat this for each department in your organization.

This setup ensures that each department has a dedicated area for tracking their Strategies and Initiatives while still contributing to the company-wide roadmap.

Step 3: Using Tags to Categorize Strategies and Initiatives

Tags allow you to filter and visualize how different strategies connect across the organization. Here’s how to apply them effectively:

  1. Create Tags Based on Business Priorities

    • Examples: “Growth,” “Operational Efficiency,” “Customer Experience.”

  2. Apply Tags to Strategies and Initiatives

    • When defining a new Strategy, assign one or more Tags to categorize it.

  3. Use Tags to View Alignment Across Spaces

    • Easily filter your timeline to see how various departments contribute to a common goal.

Step 4: Example Strategies, Initiatives, and Milestones

Here’s how Acme Corp can structure their Strategies and Initiatives:

Marketing Space

  • Strategy: Increase brand awareness in North America.

    • Initiative: Launch a targeted LinkedIn campaign by Q2.

    • Milestone: Achieve 50K LinkedIn followers by end of Q2.

Product Development Space

  • Strategy: Enhance product reliability.

    • Initiative: Implement automated testing for all new releases.

    • Milestone: Reduce post-launch bugs by 40% by Q3.

Sales & Customer Success Space

  • Strategy: Improve customer retention.

    • Initiative: Launch a customer loyalty program.

    • Milestone: Increase retention rate by 10% in six months.

These examples make it easy to visualize how different teams align toward common goals, ensuring transparency and strategic clarity.

Step 5: Visualizing Progress Across the Organization

Once Spaces and Tags are set up, you can:

  • Use Meddo’s Timeline View to see Strategies, Initiatives, and Milestones at a glance.

  • Filter by Tags to understand where efforts are concentrated.

  • Identify gaps or misalignments between teams and adjust accordingly.

Conclusion

By structuring Meddo with Spaces and Tags, you create a scalable system for tracking progress, ensuring alignment, and maintaining visibility across the organization. This method allows leadership and teams to stay informed without diving into unnecessary execution details, making strategic tracking both effective and actionable.

Start setting up your Spaces and Tags today, and unlock the full potential of Meddo for your organization!