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Archiving the Vision

Save your current version of the Vision to access and review in future quarters.

Written by Tommy Mains

How to Archive a Copy of Your Vision

When you run a Quarterly Planning Meeting, a copy of your Vision is automatically archived, or you can manually save it from the Archive menu. All text you have entered, along with Issues, Rocks, and goals, is saved and stored in the View Archived Visions section.

To archive your team's current Vision:

  1. Click the Archive button.

  2. Click Archive a copy of this Vision.

How to view an archived Vision

To view an archived Vision:

  1. Click the Archive button.

  2. Hover over View Archived Visions.

  3. Click one of the archived dates listed.

To return to your current Vision, click View your team Vision, next to the Archive option, when viewing a past version.

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