How to Create a Level 10 Meeting™ or Same Page Meeting™


Create a New Meeting

Important Information

Meeting creation is a one-time setup process. Meetings are intended to be reused each week.

Only  supervisors and account admins can create meetings.

  1. Click Meetings in the top menu bar.
  2. Click +Create New Meeting (upper right), and choose the type of meeting you'd like to create from the drop-down menu. 
    • The L10 meeting type includes the scorecard, rocks, people headlines, to-dos, and issues. 
    • A Same Page meeting type only includes the issues.
    • If you need to adjust the agenda after meeting creation, see this article: Editing a Meeting Agenda
  3. Enter the Meeting Name
  4. Choose the Type of Team from the drop-down menu. A Leadership team will have the full V/TO including the Vision page, whereas the Department, Same Page, and Other will only have the Traction page.

Add Attendees

  1. Click Attendees on the left.
  2. Click the blue [+] button on the right-hand side.
  3. Use the search bar to find existing users in Traction Tools, click their name in the drop-down to complete adding an attendee.

- OR to add a new user

  1. Click the OR CREATE NEW on the right.
  2. Enter the required information, including name, email, and position.
  3. Check the boxes to Send Email Invite or to mark them as a Placeholder
  • People Tools Only will be an option only if the People Tools have been activated on your account. See thisarticle for further details.
  • If you check the Placeholder User box, an email address will not be required and the person will NOT receive an invite to Traction Tools. Placeholder users are most commonly used to populate the Accountability Chart- check this article for more information.
  • Leadership Team Member is for marketing purposes only.
  • Click Save to complete adding a new user

Add Content

Click on each section in the Agenda on the left (under Basics & Attendees; the 1-7 options). Use the blue [+] button (on the right side to create a new item in each section.

Edit Existing Meeting

  1. Click Meetings in the menu bar.
  2. Click Edit Meeting on the gear icon button to the right of your meeting

For more information on adding content, see this article: Roll Out to Departmental Teams

Tips

Change the Highlighted Week

  1. Click Meetings in the top menu bar.
  2. Click Edit Meeting on the gear icon button to the right of your meeting
  3. Click Advanced Settings, bottom left.
  4. Click Scorecard (on the word).
  5. Click the drop-down next to Highlight Week.
  6. Select Current or previous week to be highlighted.
  7. Click Save at the bottom.

This will make your "Context-Aware" buttons more useful for creating issues and to-dos from your measurables. Scorecards on your workspace will always highlight the current week.

Activate Milestones

  1. Click Meetings in the top menu bar.
  2. Click Edit Meeting on the gear icon button to the right of your meeting
  3. Click Advanced Settings, bottom left.
  4. Click Rocks.
  5. Click the drop-down arrow next to Rocks Format.
  6. Select Milestones.
  7. Click Save (at the bottom).
  8. You can now add Milestones during your L10 meeting, and right from your Workspace by clicking on your Rock.

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