Issues - Add, Edit, Archive, and Restore


Add an Issue

Outside of a meeting

  • Workspace: There are a series of icons in the upper-right corner of the Workspace (just to the left of the picture icon). The exclamation mark (in the middle) allows you to add an Issue. Fill in the basic information to create the Issue and click Save. 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. 

  • Meeting Workspace: Click Workspaces on the top left-hand side. Click the + button located on the right-hand side of the Issues tile. 
  • 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. 

During a meeting

  • A "New Issue" button will be present on each page of your Level 10 Meeting™. You can locate it at the top right corner of the meeting page (image below)

  • You can also create a Context-Aware Issue™ by clicking the exclamation mark 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

Edit Meeting 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. To reassign an issue, click on the owner's picture (or the initials) on the left-hand side of the issue, select the new owner, and click the checkmark to confirm.
  5. To edit the title or notes, click on the issue title which will populate an edit box.
  6. Hit Save. 

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. Here you can edit the title or notes.
  4. To change owner, 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

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 grayed out for the date range selected
  9. Click on any issue to view notes
  10. To Restore an issue click the "x" to the right of your issue. 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.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.