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Who can make edits?

Manager role and above can make edits to sections. Only Owners and Admins can adjust the layout and sections that are visible through the "Edit Layout" option.

Cascaded Sections

Some sections may be Cascaded from the Leadership Team, and would not be editable except at the Leadership level.

By default, the Core Values, Core Focus™ and 10-Year Target™ are cascaded, but Owners/Admins in each company can choose which sections to cascade from the Leadership Team. To edit a cascaded section, go to the Leadership team. Check which team is selected as LT in Settings and learn how to set the LT here.

Each team (Manager and above role) will be able to edit their own Marketing Strategy, 3-Year Picture™ and Traction® page.

Edit Sections

To edit any portion of the V/TO, click the pencil icon in the specific section. Changes made will save automatically, and the check mark can be clicked to exit the editing session.

3 Year, 1 Year and 90 Days - Keeping your content consistent.

Revenue, Profit, and Measurables are connected across all 3 sections. Each time you add a new Revenue, Profit or Measurable field the description to the left will duplicate and the value to the right is unique to that time frame.

Adding Measurables to 3 Year, 1 Year, and 90 Days pull from the measurables that are added into your account.

Edit the Layout

Need to customize what you see on the Vision and Traction tabs? Owners/Admins can use the "Edit Layout" option in the upper right of the Leadership Team V/TO.

  1. Click Settings in the top right of the V/TO to turn on "Custom V/TO"

  2. Click the new button that appears: Edit Layout

Through this option you can:

  • Drag and drop sections into a new order

  • Resize sections

  • Add / Remove sections through the Manage Sections button in the upper right

  • Change the page of sections through the Manage Sections button

*When pressing the PDF option, it will not print a custom layout at this time.

Company Rocks and Long-Term Issues - pulled form other tools

Company (or Departmental) Rocks will auto-populate in the Rocks section with any Rock marked Company/Departmental within the team you are viewing. To add a new Rock, just use the create button!

Any Issues marked as Long Term (on that team) will appear in the Issues column. These are also visible on the Issues page. Add new Issues with the create button and organize your existing Issues by dragging them.

Long Term Issues on the Leadership Team can be made "Public". By default, Long Term Issues are Private, meaning they are not shared when the V/TO is shared. Learn more about sharing here.

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