Per EOS® best practices, Traction Tools software is designed to help you focus on the three most important issues; going through rounds of three as you have time and opportunity during a meeting.
To select and order issues during a live
By 1-2-3 Priority (default setting, only available during a live meeting):
Note: You can change the sort order using the Sort button at the top
- By Priority (1, 2 & 3) - recommended
- By Owner
- By Date Created (Oldest First)
- By Date Created (Newest First)
TIP: If you mark an issue as 1,2, or 3 for discussion and need to remove the numbering and start over, click the gray IDS icon again or use the Clear Selection button at the top.
By Votes (stars):
You can now vote by stars outside of a meeting by using an issues tile and by clicking on the star under the Priority heading. You can also click the stars during a meeting while viewing the IDS page. Each issue can have a maximum of 10 stars.
Options for Resolving (ie. Archiving) an Issue
During a meeting
Outside of a meeting
It is not EOS® "pure" to close an Issue outside of a meeting. That said, if the need arises you can follow the steps below:
TIP: Consider leaving a note by the issue to keep Archive history accurate. For example "NOT IDS'D" (IDS™)
Moving an Issue to another Level 10
Moving a issue with notes, so history is preserved in the original meeting. The only guideline with moving Issues (and People Headlines) is that you can only move them into meetings you are a member of, or if there is a common user between meetings. Contact us to set up a free common user between all or select meetings.
Move an Issue to Another Meeting
TIP: To move an issue to multiple meetings, use the second above method, as the issue is unable to be moved twice using the first method above after already being moved once.
TIP: When running a meeting for the sole purpose of moving Issues, at the Conclude section un-check the boxes to Close Completed To-Do's and to Close People Headlines to preserve your meeting content until your real L10 occurs. You can also select No One in the drop-down menu next to Send Email Summary.
TIP: You may want to remove any unofficial meetings from your meeting history. See this article on the Timeline.
Additional Options for Issues During a Meeting