Manage Issues (IDS™ section) During a Meeting


Using Issues during a meeting

Per EOS® best practices, Traction Tools software is designed to help you focus on the three most important issues; going through rounds of three as you have time and opportunity during a meeting.

Prioritize issues during a Level 10 Meeting™

By 1-2-3 Priority (default setting, only available during a live meeting)

  • Click on the gray [IDS™] icon next to each Issue that you would like to discuss and in the order you would like to discuss them in. Only 3 Issues can be selected at a time.

Note: You can change the sort order using the Sort button at the top

  • By Priority (1, 2 & 3) - recommended
  • By Owner
  • By Date Created (Oldest First)
  • By Date Created (Newest First)
  • Alphabetically

TIP: If you mark an issue as 1,2, or 3 for discussion and need to remove the numbering and start over, click the gray IDS icon again or use the Clear Selection button at the top.

By Votes (stars)

  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 at the bottom
  4. Click IDS
  5. Update Prioritization Method: to By Votes
  6. Click Save at the bottom

You can now vote by stars outside of a meeting by using an issues tile and by clicking on the star under the Priority heading. You can also click the stars during a meeting while viewing the IDS page. Each issue can have a maximum of 9 stars until the stars reset back to zero.

Issue Icons

  • The box icon in the center will create a Context-Aware To-Do for you. This To-Do will include notes from the Issue.
  • The V/TO™ button will move an issue to your long-term issues list on the Traction page of your V/TO. To access the V/TO during a live Level 10 Meeting™, click the View V/TO button off which is under the meeting agenda on the left side of the screen. Navigate to the Traction page of the V/TO. The Issues List will be on the bottom right-hand side of the V/TO. However your mouse over the right side of an issue. Click the IDS button to move the issue back into the meeting. Click the garbage can icon to delete the issue. Issues deleted on the V/TO are nonrecoverable.

Options for Resolving an Issue

During a meeting

  • Click the blank checkbox to the left of the Issue that has been resolved. This will archive the issue. (Ctrl + Z or CMD + Z, will restore the issue)
  • Alternatively, you can click the Resolve button in the Notes section that pops up when you click on an Issue (the button appears in the bottom right-hand corner)

Outside of a meeting

It is not EOS® "pure" to close an Issue outside of a meeting. That said, if the need arises you can follow the steps below:

  1. Click Meetings in the top menu bar
  2. Click the gear icon Manage to the right of the meeting
  3. Click Issues on the left
  4. Click the trash can icon to the right of the issue to archive

TIP: Consider leaving a note by the issue to keep Archive history accurate. For example "NOT IDS'D" (IDS™)

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