People Headlines - Creating, Deleting and Restoring


Ways to Add a People Headline

  • In the upper-right corner of your screen to the left of your name/icon. The banner icon (furthest to the left of the 3 icons) allows you to add a new People Headline.
    • If you are in more than one Level 10 Meeting™, you'll be able to select a specific meeting from the drop-down menu or add to multiple L10s at once. 
  • Click Meetings in the top menu bar. 
  • Click on the gear icon (Manage) button to the right of your meeting. 
  • Click People Headlines on the left and add new ones with the '+' button on the right.
  • During an L10 meeting, when on the People Headlines agenda page, there will be an add People Headline button at the top.
  • We also offer the option to text a People Headline, allowing you to capture what's important at the moment, even if you're away from your computer. Please see Creating and Removing Texting Actions for People Headlines, Issues, and To-Dos for additional instructions.

View People Headlines on your Workspace

  1. Click Workspaces in the top menu bar, and select your primary or custom workspace. 
  2. From the sidebar click Personal or a meeting you would like to view Headlines for and click People Headlines from the side menu
  3. Click People Headlines
  • The new People Headlines tile will populate at the bottom left of your Workspace
  • Click/drag/drop into a new position, and resize the tile
  • Click on the People Headline within the tile to view/take notes 

Delete a People Headline

  1. Click Meetings in the top menu bar
  2. Click on the gear icon (Manage) button to the right of your meeting
  3. Click People Headlines
  4. Click the trash can icon to the right
  5. Your People Headline is now placed in the Meeting Archive

 People Headlines can also be archive when an L10 meeting is concluded by checking the box: "Close people headlines".

Restore a People Headline

  1. Click Meetings in the top menu bar
  2. Click on the gear icon (Manage) button to the right of your meeting
  3. Click Meeting Archive
  4. Click Headlines along the top
  5. Use the date range expand option on the top right
  6. Select the date range using the left calendar as a starting date and the right calendar as an ending date, or use the preset options (Last 7 days, 14 days, etc.)
  7. Click Apply
  8. The archived People Headlines will appear grey out for the range selected
  9. Click on any headline to view notes
  10. To Restore: click the icon to the right of the headline (a box with an arrow pointing down). The headline will be restored to the L10 meeting.
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