Scorecard - Creating, Archiving, Restoring, Sharing, and Moving Measurables

Create a New Measurable:

  1. Click L10 in the menu bar
  2. Click Manage to the right of the meeting
  3. Click Scorecard on the left
  4. Click the orange + to add a new or existing measurable
  • In the Add Measurable pop up, fill in basic information to create your new measurable (name, owner, admin, goal direction, goal and units). 

Note: Click 'Add an Admin' to set a user as an Admin for your meaurable. You can have one accountable owner and one admin assigned to each measurable. See here  for additional details about setting admins for measurables.

  • If the measurable already exists in another L10 meeting, you can share it with any other meeting. Click or select existing to share; search the title of your measurable or the name of the owner, click to confirm selection, then click OK to complete addition. 

Note: If you change the owner of the existing measurable, the owner will change for every instance of this measurable. When changing the owner, the admin will have to be updated as well through the Meeting Archive.

Upload Your Scorecard

  • If you are just beginning to use Traction Tools and have an existing Scorecard document that you'd like to upload, please send it to client-success@mytractiontools and we will take care of uploading the data for you. 

Archive a Scorecard Measurable

  1. Click L10 in the menu bar
  2. Click Manage to the right of the meeting
  3. Click Scorecard on the left
  4. Click the trashcan icon on the right

Restore a Scorecard Measurable

  1. Click L10 in the menu bar
  2. Click Manage to the right of the meeting
  3. Click Advanced Settings (bottom left)
  4. Click on Scorecard (on the word)
  5. Move measurables from the left column to the right column to move them into the meeting
  6. Click Save at the bottom

Tip: The double arrow will move all measurables. The single arrow will only move the measurables you have highlighted (Ctrl + Click to select a few rocks; Shift + Click to highlight a chunk). 

Share a Scorecard Measurable with another Level 10:

You may want to have the exact same measurable in more than one meeting. Sharing the measurable will update the measurable in real time in more than one meeting.

  1. Click L10 in the menu bar
  2. Click Manage to the right of the meeting
  3. Click Scorecard on the left
  4. Click the orange +
  5. Click OR SELECT EXISTING (top right of window)
  6. Type in the title of the measurable or the owner's name to begin searching
  7. Click on the measurable in the drop-down to confirm your choice
  8. Click OK to complete addition

Share a Scorecard Measurable through Advanced Settings:

You may want to have the exact same measurable in more than one meeting. Sharing the measurable will update the measurable in real time in more than one meeting.

This method is helpful if moving a lot of Scorecard measurables over at once.

  1. Click L10 in the menu bar
  2. Click Manage to the right of the L10
  3. Click Advanced Settings (bottom left)
  4. Click on Scorecard (on the word)
  5. Move measurables from the left column to the right column to move them into the meeting
  6. Click Save at the bottom

Tip: The double arrow will move all measurables. The single arrow will only move the measurables you have highlighted (Ctrl + Click to select a few rocks; Shift + Click to highlight a chunk). 

Tip: Use the filter to search for a measurable title or the owner's name. 

Note: The Scorecard measurables on the left are not part of your L10 meeting. The measurables on the right are currently in your L10 meeting. You can also move measurables out of the meeting by moving them from the right column to the left column. 

Moving a measurable 

If you need to move a measurable from one L10 to another, you will follow the steps for sharing a measurable above and take an extra step to remove the measurable from the current meeting it is in. 

  1. Click L10 in the menu bar
  2. Click Manage to the right of your L10
  3. Click Advanced Settings (bottom left)
  4. Click on Scorecard (on the word)
  5. Move measurables from the left column to the right column to move them into the meeting
  6. Navigate back to the Advanced Settings for the original L10 that held the measurable.
  7. Now move measurables from the right column to the left column. This will remove the measurables from this L10 meetings view.
  8. Click Save at the bottom

Tip: The double arrow will move all measurables. The single arrow will only move the measurables you have highlighted (Ctrl + Click to select a few rocks; Shift + Click to highlight a chunk). 

 BTM 04/19/2019