How to Enable the Custom Vision Feature
Customizing your organization's Vision tool allows you to document all the features defining your organization now and where you want to be in the future. The custom Vision feature is a company-wide setting that, when enabled, allows leadership team members to reorganize, resize, and create custom sections on both the Vision and Strategy pages.
Enabling the custom Vision feature
To enable the custom Vision feature, an Owner, Admin, or Coach who sits on the leadership team should navigate to Company Settings:
Click your name at the bottom of the left navigation.
Click Company Settings.
Scroll down to the Vision section of the Configuration page.
Toggle on Custom Vision (changes are saved automatically).
Once enabled, all leadership team members will see the Edit Layout button on both the Vision and Strategy tabs.
Note: Only Owners, Admins, or Coaches who are members of the leadership team can enable or disable the custom Vision setting. This is a company-wide setting that applies to your entire organization.
Editing section content
To edit the content of a Vision or Strategy section, click the pencil icon on the top right of its card.
User roles
Review the full list of permissions for the Vision tool in User Roles and Permissions.
How to customize the leadership team's Vision tool
Once the custom Vision feature is enabled at the company level, leadership team members can customize the company's Vision layout by clicking the Edit Layout button on the top right of either the Vision or Strategy page.
After clicking Edit Layout, you can:
Drag and drop sections on the Vision or Strategy pages into a new order (for example, Core Values).
Resize a section by clicking and dragging the diagonal arrow on the bottom right of the card.
To apply changes, click Save and Exit.
Customizing your Vision tool won't change how the generated PDF is organized when printing your Vision.
Customizing Vision and Strategy cards
To edit existing cards on the Vision and Strategy pages or create a new one, click Edit Layout > Manage Sections. Use the popup menu to perform the following:
Rename a card by writing a new title.
Change which page a card is viewed on with the Page dropdown.
Hide a card by clicking the eyelash icon.
Delete a card by clicking the trashcan icon (you cannot delete default sections).
Show a hidden section by clicking the eye icon.
Create a new section by clicking Add Custom Section.
When finished, click Save on the popup and Save and Exit on the filters bar.
Creating a new Vision or Strategy section
To create a blank section in the Vision tool for either the Vision or Strategy page:
Click Edit Layout.
Click Manage Sections.
Click Add Custom Section at the bottom of the Visible Sections list.
Write the title for this section in the textbox.
Select Vision or Strategy from the Page dropdown.
Click Save.
Click Save and Exit.
You can edit the new section's content by clicking the pencil icon in the top-right corner of the card. You can also change its size and placement by clicking the Edit Layout button.
For example, if your team has created an SMaC Recipe (a list of Specific, Methodical, and Consistent operating practices), you can add a custom section to your Vision page to document it.
In our free Vision Builders Workbook, you can learn more about building a Vision for your organization and even how to create your own SMaC recipe.