> For the complete documentation index, see [llms.txt](https://guides.tability.io/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://guides.tability.io/docs/become-a-tability-power-user/how-tos/how-to-use-tags-for-strategic-pillars-and-moals.md).

# How to use tags for strategic pillars and MOALs

Use this guide to map company-wide strategic pillars or MOALs to your existing Objectives, KRs, and initiatives in Tability.

Tability is intentionally designed to stay simple: we prefer a small set of flexible concepts over many specialised fields.

Instead of adding separate fields for strategic pillars, MOALs, and other planning frameworks, we use tags to cover these needs in a lightweight way.

This keeps the product easier to learn, faster to adopt across teams, and still powerful enough for strategic reporting.

### Why this works

Many teams want to:

* Link org-level strategy (pillars/MOALs) to execution (Objectives/KRs)
* Filter all work tied to a specific MOAL or pillar
* Build dashboards grouped by strategic focus area

Tags solve this cleanly without introducing extra custom fields.

***

### Before you start

* Decide your official naming pattern (recommended below)
* Ask admins to manage/approve the official tag list
* Keep detailed MOAL/Pillar definitions in your knowledge base (Notion, Confluence, Google Docs, etc.)

***

### Step 1: Create official MOAL/Pillar tags

Create tags that represent your strategic references.

**Recommended naming format:**

* MOAL-1: \<short description>
* PILLAR-1: \<short description>

**Examples:**

* MOAL-1: Expand enterprise footprint
* PILLAR-2: Product reliability

{% hint style="info" %}
Best practice: restrict tag creation to admins so teams use one consistent set of strategic tags.
{% endhint %}

#### How to create your tags

<figure><img src="https://318707989-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMULqjSmZyGczPy2I6FGH%2Fuploads%2Ff5PRD9BcMEYtQG82Xh8Y%2Fimage.png?alt=media&amp;token=a066df18-f1ef-49ce-8dea-f6ca6ca2de33" alt=""><figcaption></figcaption></figure>

1. Go to **Workspace settings > Manage Tags**
2. Toggle the tag restriction (if you want control over tag creation)
3. Click on **Create tag**
4. Create your pillars and MOAL tags

***

### Step 2: Tag the relevant Objectives and KRs

<figure><img src="https://318707989-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMULqjSmZyGczPy2I6FGH%2Fuploads%2FQXg1CxGmDDnCg691naOb%2Fimage.png?alt=media&amp;token=cc03a606-0a1b-47f7-b615-0cc979a2e388" alt=""><figcaption></figcaption></figure>

Apply these tags to all related work items.

1. Open an Objective or KR.
2. In the details panel, find **Tags**.
3. Select the matching MOAL/Pillar tag.

Repeat for all Objectives, KRs, and initiatives you want included in strategic reporting.

***

### Step 3: Filter by MOAL/Pillar and save as a segment

<figure><img src="https://318707989-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMULqjSmZyGczPy2I6FGH%2Fuploads%2Fb23Nd5oVYzQX2eHwYhhP%2FScreenshot%202026-03-04%20at%205.21.31%E2%80%AFPM.png?alt=media&amp;token=f64d75ef-d903-4dbd-a429-91a878b6cbdf" alt=""><figcaption></figcaption></figure>

Once items are tagged, create reusable filtered views.

1. Go to **Filters**.
2. Select the objectives or key results tab
3. Click **Filter +**.
4. Select **Tags**.
5. Choose the MOAL/Pillar tag.
6. Adjust the sorting option according to your preference
7. Click **Save segment**.

Use one saved segment per MOAL or pillar for fast reporting.

***

### Step 4: Build a strategy dashboard

<figure><img src="https://318707989-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMULqjSmZyGczPy2I6FGH%2Fuploads%2FvxTCy2ntA3OxFqinxDpD%2Fimage.png?alt=media&amp;token=b963dbb1-acfb-4866-8716-9f6a08b7db79" alt=""><figcaption></figcaption></figure>

Create a dashboard that shows each MOAL/Pillar with its linked work.

1. Go to **Dashboard**.
2. Click **Create dashboard**.
3. Name it (example: MOALs and Pillars).
4. Add a **Header** block for each MOAL/Pillar.\
   ![](https://318707989-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMULqjSmZyGczPy2I6FGH%2Fuploads%2FF984Se5zsgfabC3XaX3m%2Fimage.png?alt=media\&token=e185d309-d6a6-4a9a-889c-30e6184f8af6)
5. Under each header, add:

* **Objective list** widget and/or
* **Key Result list** widget\
  filtered to the corresponding tag.\
  ![](https://318707989-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMULqjSmZyGczPy2I6FGH%2Fuploads%2FrEEz23aMluDRapyFl4HU%2Fimage.png?alt=media\&token=b45a23fe-abaa-4382-8f4b-abb97e46d0fe) ![](https://318707989-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMULqjSmZyGczPy2I6FGH%2Fuploads%2F8jxhlx2o4OHh9GSoTXxc%2Fimage.png?alt=media\&token=34e848df-f06d-43c5-8682-8a4ae032d3fd)

***

### Best practices

* Keep tag names short, structured, and searchable.
* Use one primary MOAL/Pillar tag per item when possible.
* Review tags periodically to avoid duplicates.
* Keep full strategic definitions outside Tability – use tags as references.

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