What's new
You can now add custom attributes to your Allocation Strategies, the same way you do on Choices. Tag strategies with the metadata that matters to your team, and have it show up right in the grid.
What you can do
  • Add custom columns to Allocation Strategies
    – Define attributes like strategy type, owner, channel, season, or any other tag your team uses, and see them as columns on each strategy.
  • Edit attribute values inline
    – Click into the custom attribute column and update the value directly. Changes save immediately and are available everywhere the strategy is used.
  • Filter and sort by your own attributes
    – Use custom attribute columns to slice your strategy list the way your team actually thinks about allocation.
  • Keep Allocation Strategy and Choice consistent
    – Because attributes now work the same on both, the mental model is one concept across the app.
Why it helps
  • Organize strategies around the dimensions your team cares about, not just the ones Toolio ships out of the box.
  • Reuse the attribute workflow you already know from Choice, with no extra training.
  • Unlock downstream use cases (grouping, reporting, automation) that depend on tagging strategies with your own metadata.