2020 February New Features


Sharing a V/TO™ 

This setting is available to account admins only:

  1. Click the drop-down by your name/icon
  2. Click Manage Organization
  3. Click the Advanced Tab near the top
  4. Scroll down to the Settings section and search for the Share a Leadership Team's V/TO™ with all other departments option
  5. Using the first drop-down menu, choose the V/TO you wish to share
  6. Using the second drop-down menu, choose whether you want to share just the Vision Component™, both the Vision and the Traction Component™, or the entire V/TO excluding the Long Term Issues
  7. Click the Save button at the bottom

Where to view the shared V/TO

Once a V/TO is shared, a new V/TO button appears in the black toolbar at the top of Traction Tools. Any account admin can edit the V/TO from here. In addition, any attendee with full rights to the Level 10 Meeting™ sharing the V/TO, can also edit the V/TO from this area.

Warning

Once a V/TO is shared, it will override the Vision page of all the other meetings. In order to edit a non-shared Vision page, the shared Vision page needs to be unshared (see steps at the beginning above). Each meeting will still have its own unique Traction Page. See this link for additional details: Sharing the V/TO™

Restyled Quarterly Printout

Generating a printout for your Quarterly Meeting (PDF):

  1. Select L10 from the menu bar
  2. Click on the Manage button to the right of your meeting
  3. Select Quarterly Printout from the menu on the left-hand side
  4. Check the items you would like to include in your Quarterly Printout (The Headlines and To-Do's are unchecked by default as they would not be part of a Quarterly discussion)
  5. Click OK
  6. You should now see your Quarterly Printout. You can choose to save as PDF or print.

Click this link for additional details on the Quarterly Printout: Generate a Printout For Your Quarterly Meeting

Custom Formula Update

Last but not least, custom Scorecard formulas can now include the same measurable more than once!

See the two following links for additional details on using custom Scorecard formulas:

How to Use Custom Scorecard Formulas

Most Commonly Used Custom Scorecard Formulas

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