How to Create a Level 10 Meeting™ or Same Page Meeting™
To create a new L10 Meeting:
NOTE: You must have Supervisor or Account Admin privileges in Traction® Tools to create meetings. This is a one-time setup process, and you will reuse the meeting each week. We're also happy to set up meetings for you. Contact our Client Success team at any time for assistance.
Step 1- Creation
Click L10 in the menu bar
Click Create New Meeting (in the upper-right corner of your screen), and choose the type of meeting you'd like to create from the drop-down menu.
The L10 meeting type includes The Scorecard, Rocks, People Headlines, To-Dos, and Issues.
Choose the Type of Team attending from the drop-down menu
A Leadership team will have access to the full V/TO, whereas the Department, Same Page, and Other will only have access to the Traction page (2nd page of the V/TO).
NOTE: Changes to the V/TO are automatically saved
Step 2- Add Attendees
Click Attendees on the left
Click the orange [+] button
Use the search bar to find existing users in Traction Tools, click their name in the drop-down to complete adding an attendee.
-OR to add a new user
Click the OR CREATE NEW on the right.
Provide the required information, including name, email, and position.
Check the boxes to Send Email Invite or to mark them as a Placeholder.
People Tools Only will be an option only if the People Tools have been activated on your account. See this article for further details.
Note: If you check the Placeholder User box, an email address will not be required and the person will NOT receive an invite to Traction Tools. Placeholder users are most commonly used to populate the Accountability Chart- check this article for more information.
Leadership Team Member is for marketing purposes only.
Click OK to complete adding a new user
Step 3- Add Content
Click on each section in the Agenda on the left (under Basics & Attendees; the 1-7 options).
Click on the [+] button (on the far right of your screen) to create a new item in each section.
NOTE: Your data will be automatically saved
With these basic elements set up, your new meeting will show up in the L10 meeting list. You can use the Manage section to the right of your L10, to edit meeting content and settings going forward.