Archive During a Quarterly Planning Meeting

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

Viewing Archived Visions

In the same meeting, hover over View Archived Vision to see past saved versions. You can remove any versions you no longer need by clicking the trashcan icon. Clicking an archived Vision's date loads that Vision on the page. The content is fixed to the selected date, so instead of the edit option, you'll see the date.

To go back to your current Vision, click View your team Vision, which is next to the Archive option when viewing a past version.

Archiving Your Vision

1. Click Vision from the left navigation.
2. Click Archive on the filters bar.
3. Click Archive a copy of this Vision.

To view copies of archived Visions,

1. Click Vision from the left navigation.
2. Click Archive on the filters bar.
3. Hover over View Archived Versions.
4. Click the Vision you want to see.