Issues - Add, Edit, Archive, and Restore


Add an Issue

Outside of a meeting

  • Workspace: In the upper-right corner of the Workspace are a series of icons (just to the left of the picture icon). The push-pin icon (in the middle) allows you to add an Issue. If you are in more than one L10 meeting, you'll be able to select from a drop-down which meeting the Issue should appear in.
  • Texting: We also offer the option to text an Issue into the meeting, allowing you to capture what's important at the moment, even if you're away from your computer. Please see this link for additional instructions.
  • Mobile Device: Use the website through a browser on a mobile device to add issues anytime. Just log in as you normally would do so on your computer.
  • Verify Issue was added: To make sure an issue was added, view the Issues Tile for the specific L10. Please see this link for additional instructions.
  • Manage Issues: You can also view all of the current L10 content through the Manage section.
    • Click Meetings in the top menu bar
    • Click Edit Meeting on the gear icon button to the right of your meeting
    • Click Issues on the left to view/edit/archive Issues
    • If you have a list of issues, you can upload them all at once instead of adding them one by one. See the video below:

During a meeting

  • A [New Issue] button will be present on each page of your Level 10 Meeting™
  • Create a Context-Aware Issue™ by clicking the pushpin to the right of a Scorecard Measurable, Rock, People Headline, or To-Do. Using this button will pull notes and data from the item being used to create an issue. 

Edit an Issue/Reassign an issue

Manage Section

  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 Issues on the left
  4. Click on the issue's
  5. Click the drop-down menu 
  6. Choose a new owner
  7. Click the check-mark to confirm

During a meeting

  1. Click on the IDS™ Agenda page on the left
  2. Click on the Issue title
  3. The panel on the right will open
  4. Click the name currently shown in Owned By: at the bottom 
  5. Click a name to select a new owner
  6. Changes are reflected immediately  

Archive an Issue

  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 Issues on the left
  4. To archive an issue, use the trashcan icon to the right
  5. To edit the title or notes, click on the issue title which will populate an edit box
  6. Add new Issues by clicking the blue + at the bottom right

Restore an Issue

  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 Meeting Archive
  4. Click Issues along the top
  5. Choose a date range with the calendar icon in the top right corner, this is how to find older items
  6. Select the date range using the left calendar as a starting date and the right calendar as an ending date. Click Apply (Or use one of the presets available)
  7. Click Apply
  8. The archived issues will appear for the date range selected
  9. Click on any issue to view notes
  10. To Restore an issue click the icon to the right of your issue (box with an arrow pointing down). The issue will be restored to the meeting.

Issues accidentally archived during a meeting:

If you accidentally close an issue during a meeting, simply press CTRL + Z (or CMD + Z on a Mac) at the same time on your keyboard, to restore the issue.

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