Archiving the Vision

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

Written by Tommy Mains

Updated at May 5th, 2025

When you run a Quarterly Meeting, a copy of your Vision is automatically archived, or you can manually save it by clicking Archive > Custom Vision Feature. All text you have entered along with Issues, Rocks, and Goals are saved and stored in the View Archived Visions section.

How to Archive a Copy of Your Vision

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.