To create a new L10 Meeting:
NOTE: You must have administrator privileges in Traction® Tools to create meetings. This is a one-time setup process, and you will use 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
NOTE: A Same Page meeting does not contain a Scorecard, Rocks, To-Do List or People Headlines as L10 meetings do. Contact the Client Success team if you would like to add a new Agenda item to your L10 meeting.
NOTE: Your data will be automatically saved
Step 2- Add Attendees
-OR to add a new user
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.
Step 3- Add Content
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:
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