Getting Started with Traction® Tools

OVERVIEW

Welcome to the Traction Tools family! We’re so excited to have you.

This guide will show you how to set up your account and start taking advantage of useful features. You’ll be running awesome, silo-breaking Level 10 Meetings™ in no time!

Questions as you go? Contact us at help@mytractiontools.com and we’ll be happy to help you with what you need.

If you want full access to all of our videos, visit our Youtube channel

KNOWLEDGE BASE AND CONTACT SUPPORT

We’re here to help!

To get in touch, click the question mark at the top right corner of your workspace. From there, you’ll be able to access the Knowledge Base, where you can type your questions and find Youtube videos and articles to answer them. Alternatively, you’re always welcome to contact our support team when you need assistance.

ADDITIONAL RESOURCES

Below you will find details on:

How to add data and edit your profile
How to connect Traction Tools to other software services - Zapier
How to create/edit/run a Level 10 Meeting or Same Page Meeting™
How to set up Texting Actions
How to solve login issues/update email addresses

ADD DATA & EDIT PROFILE

ADD DATA TO MEETINGS

To get things rolling, you may want to start adding data to your account. You have two options:

1) if you are more hands-on, you can upload it yourself. 2) You can send us the data to be uploaded.

Please take a look at this helpful article about Upload data

MEETING TEMPLATES (Examples)

Here are some helpful meeting templates for Construction and Property Management companies. You can download the data in the links below:

Property Management
Construction

EDIT YOUR PROFILE

To edit your profile, click on the drop-down menu by your name on the top right corner of your workspace. Then, click on Edit My Profile. From this section, you’ll be able to:

Upload/delete your profile picture
Set preferences for To-Do email notifications
Reset your password
Manage texting actions
And more...

USING ZAPIER

Traction Tools is proud to announce its integration with Zapier. Zapier is a company that enables users to connect software services together. A Zap is an automated workflow and consists of a trigger and one or more actions. When you turn the Zap on, it will run the action steps every time the trigger event occurs. One example of a Zap would be creating a Google Calander entry each time a to-do is created within Traction Tools.
To learn more, click here.

CREATE & RUN A MEETING

HOW TO CREATE A LEVEL 10 MEETING OR SAME PAGE MEETING

Creating meetings in Traction Tools is really easy! Once created, your meetings can be reused each week, and all of your data will be tracked in one single place.

Important reminder: To create a meeting you must have Supervisor or Account Admin privileges.

In this article, you’ll learn how to:

Create a meeting
Add attendees
Add content
Edit an existing meeting
Use handy tips to simplify your experience

HOW TO RUN A LEVEL 10 MEETING IN TRACTION TOOLS

Running Level 10 Meetings in Traction Tools is a breeze!

Click Meetings in the top menu bar
Click Go to Meeting to Start the Meeting.
Click Start Meeting as Leader at the bottom right.

Learn how to start running your remote meetings.

TEXTING ACTIONS

We’ve all been there: You’re out and about, and suddenly, you think of an important To-Do, People Headline or Issue to add to one of your Level 10 Meetings. Fear not, friend: You can easily text any of those items directly to your Level 10 Meeting. Learn how to set up your texting actions, and sleep easy knowing your Level 10 Meeting is up-to-date!

LOGIN & EMAIL SETTINGS

If one of your users is having trouble logging in, a couple of things could be happening:

An invite was never sent
An active email/profile was deleted
The email address is already being used on another account

Find useful tips to solve these issues here.

The admins of the account can also update a user’s email address and check the envelope status of users by clicking the drop-down menu by your name at the top right of the workspace and selecting Manage Organization.

Envelope status:

Blue envelope - User has been sent an invite but has not accepted.
Gold envelope - User has not been sent an invite but an email is associated with the profile.
White envelope - User is currently a placeholder and no email is associated with the profile.
Red envelope - Invalid email address.

Keyboard Shortcuts

CTRL + Z (PC) or CMD + Z (Mac) to retrieve an Issue while in the IDS section.
CTRL + Z (PC) or CMD + Z (Mac) to go to the last change on the AC while editing a user’s box.
CTRL + P (PC) or CMD + P (Mac) to print files from Docs/Meeting Minutes.
SHIFT + I (PC & Mac) to create an Issue while running an L10 meeting.
SHIFT + T (PC & Mac) to create a To-Do while running an L10 meeting.
SHIFT + P (PC & Mac) to create a People Headline while running an L10 Meeting.
SHIFT (PC & Mac) while you hover your mouse over “export data” to include the notes in the zip file.