Creating Rocks


Important permission information

It is important to keep the quarter start/end dates accurate at the account level. This can be updated by an account admin: Click your name at the top right of Traction Tools > Manage Organization > Advanced Tab > Navigate to the 'Settings' section > update 'Current Quarter'.

Adding Rocks and marking as Company Rocks: 

  1. Click Meetings in the menu bar
  2. Click on the gear icon (Manage) button to the right of your meeting
  3. Select Rocks from the Agenda on the left
  4. Click on the blue plus [+] icon at the bottom of the screen
  5. Use the Add a Rock pop-up to input your Rock title, select the owner and check the box 'Add to V/TO™' to mark as a company Rock. 
  6. Alternately, if you decide after Rock creation that a Rock should be marked as a company Rock, click the checkbox to the right of your Rock. This will mark it as a Company Rock and add it to your V/TO™.

From the Workspace:

  1. Click the plus button that is at the top right of a Rock tile (see this article for additional details about tiles: Workspace - Adding and Removing Tiles
  2. In the "Add a Rock" pop up, fill in basic information to create your new Rock (Title, Details, Status, Accountable Owner, Due Date, Rock Type, Attached to Meetings, and Milestones)

Uploading Multiple Rocks

  1. Click Meetings in the top menu bar.
  2. Click on the gear icon (Manage) button to the right of your meeting you would like to edit.
  3. Click Rocks from the menu on the left side of the screen.
  4. Click Upload Rocks at the top right of the screen.
  5. Download and use the steps provided.

Optional next steps

  • Add Milestones, notes, or attachments to your Rock - from your Workspace or during a Level 10 Meeting™.
    • Click on the Rock title (on your Workspace) to add details
    • During your L10 meeting, click on a Rock. A notes panel will populate on the right - add notes and milestones here
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