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Adding, Editing & Removing Rocks

Updated over 2 months ago

Adding a Rock

  1. Navigate to the meeting for which you would like to add a Rock.

    • You can also add a new Rock from your Dashboard by clicking the"plus button" icon on the top-right side of the Rocks widget.

  2. Once on the appropriate Meeting page, scroll down to the “Rock Review” section and click “Add Rock.”


  3. Enter the:

    • Title

    • Due Date

    • Owner

    • Notes (If any)

    • Meeting

    • Type (Individual, Company, Departmental, or Team)​​

  4. Click “Add Rock” at the bottom to finish creating your Rock.

    • If you have multiple Rocks to add, click Add & Create New, and the dialog box will stay open.

Editing a Rock

  1. Navigate to the meeting for which you would like to edit a Rock.

  2. Click the vertical ellipsis to the far right of the Rock and then click “Edit.”

  3. A dialog box will appear from which you can edit the:

    • Title

    • Due Date

    • Owner

    • Notes (If any)

    • Meeting

    • Type (Individual, Company, Departmental, or Team)

Removing a Rock

  1. Navigate to the Rock you want to remove.

  2. Click the vertical ellipsis to the far right of the Rock and then click “Remove.”

    • You can also click the "Remove All Rocks" button to remove all Rocks for a meeting.

Add Attachments to Rocks:

You can also add attachments to Rocks. To do so you can follow the same steps to create the Rock, at the bottom you will see the "Attachments" option. You can drag and drop your file, or upload.
Once you have attached a file, you can click, "Add Rocks" on the bottom right, where it will save the attached file to the Issue.


The supported file types/size for Rocks attachments are:

  • Up to 10 files, at 50MB max per file.

  • PDF

  • Images

  • Office Documents

  • Text

  • CSV

  • ZIP

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