Creating and Removing Texting Actions for People Headlines, Issues and To-Dos

Note: Texting setup is unique to each individual on your team. Each team member will need to complete this process on their own. If you'd like assistance, contact us—we're here to help.

How to set up texting for People Headlines, Issues and To-Dos

From the Manage Section:

  1. Click L10 in the top menu bar
  2. Click Manage to the right of a L10
  3. Click Texting Actions on the left
  4. Leave the default texting number provided (unless you need an international number)
  5. Next, select the type of event you would like to text (Issue, People Headline or To-Do)
  6. Click OK 
  7. Text the unique code to the phone number listed
  8. Click Ok
  9. You will receive a response back confirming your new texting number (if you do not receive a response back, check the number; if you receive an error message, check your code.)
  10. Be sure to store the phone number in your contacts stating which meeting it is for, and whether it is for an Issue, People Headline or To-Do 
  11. Repeat the process for the other two items, and you'll be ready to text to your meetings at any time, from anywhere!

From the Edit My Profile area:

  1. Click the drop-down by your name/icon
  2. Click Edit My Profile
  3. Click Manage Other Texting Actions on the bottom right
  4. Click Create a new phone action using the button at the top right
  5. Choose the Meeting, number, and action from the drop-down menus
  6. Text the unique code to the phone number listed
  7. Click Ok
  8. You will receive a response back confirming your new texting number (if you do not receive a response back, check the number; if you receive an error message, check your code.)
  9. Be sure to store the phone number in your contacts stating which meeting it is for, and whether it is for an Issue, People Headline or To-Do 

Text to your Personal To-Do List

Setup Individual Text-a-Todo™- send a text to your Personal To-Do List anytime (the Personal To-Do is only present on your Workspace). Personal To-Do's are NOT 100% private from other team members. 

  1. Click the drop-down by your name/icon
  2. Click Edit My Profile
  3. Click Setup Individual Text-a-ToDo™
  4. Leave the default texting number provided (unless you need an international number)
  5. Click Ok
  6. Text the unique code to the phone number listed
  7. You will receive a response back confirming your new texting number (if you do not receive a response back, check the number; if you receive an error message, check your code.)
  8. Be sure to store the phone number in your contacts as a Personal To-Do

Remove a Text Action

  1. Click the drop-down by your name/icon
  2. Click Edit My Profile
  3. Click Manage Other Texting Actions on the bottom right
  4. Use the garbage can icon to the right to remove
  5. Click Ok

International Texting

Texting is currently available in the following countries:

  • U.S.
  • Canada
  • U.K.
  • Australia

Note: Please be aware that our Canadian numbers are U.S. based, and may incur high fees. Alternatives include:

  • Android users: Use the Traction Tools Android app (free via the Play store)
  • Apple users: Use the Traction Tools App (free via App Store) 

Remember: One number per action. Everyone has to set up their own.

BTM 05/10/19