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Why We Built the Best EOS Software for Project Management

We built project management in our EOS software because we needed it ourselves. As fellow operators running a business, we know exactly how precious your time is — that’s why every feature we add is designed to save you minutes that add up to massive changes over time.

When we sold our previous company BrightGauge, we did it using EOS as our business operating system. But here’s what we discovered: project management is all about working IN the business, while running on EOS is working ON the business. Since you need to do both, shouldn’t your tools?

The Problem: Working IN vs. Working ON Your Business

Working IN the business is this: tasks, projects, daily communication.

Working ON the business looks different: strategy, goal setting, data analysis.

Here’s where EOS comes in. The methodology brilliantly bridges this gap — Rocks force you to work ON strategic priorities, L10 meetings create accountability rhythm, and the whole framework drives systematic improvement. But traditional EOS tools lived in isolation from daily workflows, creating a gap between strategy and execution.

Our Vision: Stop Software Sprawl Through Strategic Integration

Modern businesses juggle 15-20+ tools on average. Context switching kills productivity, important work falls through the cracks when it lives in silos, and teams develop “tool fatigue” that makes them resist adopting new systems.

We saw this happening everywhere — including in our own company. Before we built projects in Strety, everyone was using their own method and tool to manage their projects, which was way more complicated than it needed to be and reduced visibility and transparency. So we built a solution with two key components:

1. Comprehensive project management within Strety itself
2. Strategic integrations with the tools teams already use

This way, whatever project management software you use (whether it’s Strety or external), it’s connected to your bigger initiatives.

Option 1: Project Management Within Strety

We’ve been using Strety to build Strety for months now and it’s working beautifully — that’s how confident we are in our internal project management capabilities.

Project Spaces are built with many of the same tools as a team space, including dedicated communication threads, issue tracking, and comprehensive check-ins. Sometimes Rocks need the space that Projects provide — when that’s the case, link your Strety Rock to your Strety Project and let the Project power your Rock check-ins.

What makes this powerful is integration. Your projects connect seamlessly to L10 meetings, 1:1 meetings, and performance reviews because they all live in the same platform. Projects are often high priority and warrant discussion in your weekly L10 meetings. If you have Project(s) linked to your team space, add the Project Tool to your agendas for a dedicated space to update everyone on project statuses.

Leadership gets real-time visibility without micromanaging, and project updates automatically feed into EOS scorecards. No more hunting through multiple tools to understand what’s actually happening.

Learn how our customer success team moved their projects from Monday.com to Strety — successfully.

Option 2: Strety EOS Software + Project Management Integrations

We recognize that changing behavior is harder than changing tools. So instead of forcing teams to abandon their preferred workflows or project management tools they love, we built integrations with high-frequency, daily-use applications through bi-directional sync. Teams maintain context while reducing tool switching, and EOS commitments flow naturally into existing workflows. That’s right — you can keep your fav project management tool while using Strety as your EOS software: best of both worlds.

Current Live EOS Software/Project Management Integrations

Strety x Microsoft To Do Integration

Help Doc: https://help.strety.com/en/articles/9325358-linking-strety-to-dos-to-microsoft-to-do

Microsoft To Do is where many professionals already manage personal tasks. Strety and MS To Do two-way sync. So if a date gets changed or To Do is marked as completed / not completed in either system, we will automatically sync them with each other.

Teams can manage EOS commitments alongside personal tasks with mobile access through Microsoft apps, eliminating the problem of forgetting EOS commitments between meetings.

Microsoft Planner Integration

Help Doc: https://help.strety.com/en/articles/8553768-linking-strety-to-dos-to-microsoft-planner

Strety and Planner two way sync. To Dos that originate in Strety and are linked to Planner we will keep due dates & completion status in sync between the two platforms.

Teams preserve existing project workflows while gaining EOS accountability, and collaboration happens within familiar interfaces.

Microsoft Teams/Outlook/Slack Integration

Help Doc: https://help.strety.com/en/articles/9325358-linking-strety-to-dos-to-microsoft-to-do

Teams is the hub for virtual and hybrid organizations. Strety runs as a full app within Teams, making EOS part of your daily communication flow without requiring additional logins or even switching windows. Create a Healdine, Issue, or To Do directly from a chat in Teams or SLack or from an Outlook email and never lose track of that stuff again.

ConnectWise Integration

Help Doc: https://help.strety.com/en/articles/8553742-linking-to-dos-to-connectwise-tickets-activities-projects

MSPs live in their PSA tools for 50-60% of their work. When a Connectwise Ticket or Activity is in a resolved status, Strety will mark that To Do as closed automatically.

Technical teams never miss EOS commitments, service delivery accountability integrates with business goals, and management gets visibility into technical team priorities.

Google Tasks Integration

Help Doc: https://help.strety.com/en/articles/8887898-strety-to-dos-complete-guide

Google Workspace teams need integration with their ecosystem. Bi-directional sync between Strety and Google Tasks provides integration with Google Calendar, mobile access through Google apps, and familiar interface for Google Workspace users.

Asana Integration

Help Doc: https://help.strety.com/en/articles/8887898-strety-to-dos-complete-guide

Teams with complex project management needs can preserve advanced project management features while ensuring EOS accountability. Cross-functional alignment happens between projects and business goals without duplicating project work.

Monday.com Integration

Help Doc: https://help.strety.com/en/articles/8887898-strety-to-dos-complete-guide

Visual project management teams maintain their workflows while gaining EOS structure. Creative and project teams preserve visual project management approaches while ensuring EOS commitments integrate with project timelines.

ClickUp Integration

Help Documentation: https://help.strety.com/en/articles/8887898-strety-to-dos-complete-guide

For comprehensive project management with complex workflows, ClickUp integration preserves advanced project management capabilities while providing EOS visibility. Real-time sync connects strategic planning with tactical execution without disrupting complex project workflows.

Todoist Integration

Help Documentation: https://help.strety.com/en/articles/8887898-strety-to-dos-complete-guide

Individual contributors can manage EOS commitments alongside personal productivity systems. Cross-platform availability and natural language processing capabilities integrate with existing GTD or other productivity methodologies.

HubSpot Integration

Help Documentation: https://help.strety.com/en/articles/9932530-linking-to-dos-to-hubspot-tasks

Strety and Hubspot two way sync. So once the Task is marked as completed in Hubspot, we will automatically complete the To Do in Strety. Due Dates will also stay in sync if changed in either platform.

Sales and marketing teams ensure EOS commitments integrate with client relationship management. Marketing campaigns and sales processes support strategic Rocks, and cross-functional visibility connects operations with revenue teams.

Wealthbox Integration

Help Documentation: https://help.strety.com/en/articles/11096912-linking-to-dos-to-wealthbox-tasks

With the Strety integration, advisors can seamlessly link To Dos created in Strety to automatically sync with tasks in Wealthbox CRM, keeping both systems in perfect alignment.

Financial advisory firms get specialized CRM for financial services integrated with their business operating system, and client service excellence aligns with strategic business goals. 

The Compound Effect: Integration Meets Internal Project Management

When integration meets internal project management, something powerful happens. Projects span multiple tools and teams naturally, EOS commitments connect to daily workflows seamlessly, and leadership gets visibility without tool proliferation.

Real Customer Impact: 31st Street Capital

We are members of each Strety instance — one instance for each of the portfolio companies, as well as one for the holding company. The Microsoft To Do integration was transformational: I sit in on eight to ten meetings each week—across five companies and seven brands. Managing all those to-dos and rocks was a real headache before Strety. Now, with everything integrated into one place through Outlook’s To Do list, I’ve become a lot more efficient! 

Read full case study.

Pendello Solutions: Technical Integration

The ability to create that To Do in Strety and have integrations to put that in as a ticket inside the PSA eliminates this option of “Hey, oh, we forgot about doing that.”

The transformation in team engagement was immediate: It’s also completely transformed the way my employees interact with EOS. When I first started with implementation, it was like, “Hey, everybody, I want you to use this framework.” It was just a directive, really. Since we’ve been running EOS® on Strety, the team gets tangible results out of EOS®.

Read full case study.

The Network Effect

Each integration makes the platform stickier as teams integrate more workflows. More integrations create more powerful cross-functional visibility, and EOS adoption improves because it fits into existing habits rather than disrupting them.

Why This Approach Wins

Working IN the Business + ON the Business in One Place

Here’s what sets Strety apart: with traditional project management tools like Asana and ClickUp, you can work IN the business efficiently — managing tasks, tracking projects, coordinating teams. That’s valuable, but it’s only half the equation.

With Strety, you get both. You can work IN the business with powerful project management capabilities that rival dedicated PM tools. But you also get exclusive EOS tools that help you work ON the business — strategic planning with Rocks, systematic accountability with L10 meetings, performance management that connects individual work to business goals, and scorecards that provide data-driven insights.

Pure project management platforms can’t give you this strategic layer. They’re built for tactical execution, not business operating systems.

We understand the daily challenges because we’ve lived them. When the Strety team says “We’re working on this,” it’s true. Our feature decisions are driven by real business needs, not feature checklists or some pie-in-the-sky roadmap.

What’s Next: The Future of Integrated Business Operations

We’re expanding to cover more specialized tools, building deeper integrations with existing platforms, and taking an API-first approach for custom integrations. Our long-term goal is to create a single source of truth that doesn’t require abandoning existing tools.

We envision a business operating system that grows with your organization, project management that serves strategic goals rather than just tactical execution, and technology that helps you run your business calmly.

Conclusion: Beyond Project Management Software

This isn’t really about the software — it’s about the outcome. Better projects that serve business strategy. Teams that work calmly and efficiently. Leaders who can focus ON the business because systems handle what’s IN the business. Growth that doesn’t require heroics or constant firefighting.

The Strety Difference:

  • Built by people who’ve been in your shoes
  • Designed to reduce tool proliferation, not add to it
  • Integration-first philosophy that meets teams where they work
  • EOS-compatible platform that goes beyond basic digitization

We created the best EOS software for project management because we needed it ourselves. Now we’re sharing it with other operators who want to grow their businesses calmly.

See how much easier running on EOS can be with project management that actually serves your strategic goals. Try Strety free for 30 days or book time with our team to see how you can set up new and improved workflows.

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