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. 
  • A Same Page only includes the issues
  • If you need to adjust the agenda after meeting creation, see this article: Editing a Level 10 Meeting™ Agenda
• Enter the Meeting Name

• 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.

For more information on adding content, check this article: Roll Out to Departmental Teams

To return to this meeting setup menu at any time:

• Click L10 in the menu bar
• Click Manage to the right of your new meeting

Tips

There are 2 popular settings that are adjusted for all new meetings; moving the highlighted week in the scorecard and activating milestones.

Change the Week That is Highlighted in Your Level 10: 

1. Click L10 in the menu bar
2. Click Manage to the right of the L10
3. Click Advanced Settings, bottom left
4. Click Scorecard (on the word)
5. Click the drop-down next to Highlight Week
6. Select current or previous week to be highlighted.
7. Click Save at the bottom

Note: This will make your "Context Aware" buttons more useful for creating Issues and To-Do's from your measurables. 

Note: Scorecards on your Workspace will always highlight the current week.

Activate Milestone Feature:

1. Click L10 in the menu bar
2. Click Manage
3. Click Advanced Settings, bottom left
4. Click Rocks
5. Click the drop-down arrow next to Rocks Format
6. Select Milestones
7. Click Save (at the bottom)
8. You can now add Milestones during your L10 meeting, and right from your Workspace by clicking on your Rock. 

BTM 06/13/19