Create and manage Rocks from a Meeting or your Dashboard, including quarters, Milestones, attachments, archiving, and removal.
Add a Rock
You can add a Rock from a Meeting or the Rocks widget on your Dashboard.
Add a Rock from a Meeting
Navigate to the Meeting where you want the Rock to appear.
Scroll to the Rock Review section.
Select Add.
Enter the Rock details:
Title: The name of the Rock.
Due Date: The date the Rock is expected to be completed.
Quarter: The quarter associated with the Rock. The Quarter and Due Date fields stay in sync based on your organization’s quarterly calendar.
Owner: The person accountable for completing the Rock.
Type: Individual, Company, Departmental, or Team.
Meeting: The Meeting where the Rock will appear. You can select more than one Meeting.
Notes: Optional information or context about the Rock.
Attachments: Files related to the Rock.
Milestones: Smaller steps that support completion of the Rock.
Select Add Rock.
Add a Rock from the Dashboard
Open your Dashboard.
Locate the Rocks widget.
Select the plus (+) icon in the upper-right corner of the widget.
Enter the Rock details.
Select Add Rock.
Ask Atlas to Help with Rocks
Atlas can analyze your existing Rocks or help you create new ones.
Navigate to the appropriate Meeting.
Scroll to the Rock Review section.
Select Ask Atlas.
Select one of the suggested prompts or enter your own message.
Suggested prompts include:
Analyze my Rocks
Help me set Rocks
Create Rocks
Atlas may use context already available in EOS One, including your V/TO, Scorecard, existing Rocks, company details, and Meeting information.
Review the Rock details before adding or changing a Rock.
For more information about Atlas, see Atlas AI: Overview and How to Use It.
Add Milestones to a Rock
Milestones break a Rock into smaller steps and make ownership clear.
When creating a Rock:
Scroll to the Milestones section of the Add Rock window.
Enter the Milestone name.
Assign an owner.
Add any additional Milestones.
Select Add Rock.
After the Rock is created, open it from Rock Review to view its Milestones, owners, and statuses.
For complete instructions, see How to Add and View Milestones on a Rock in EOS One.
Edit a Rock
Navigate to the Meeting containing the Rock.
Scroll to the Rock Review section.
Select the vertical ellipsis to the right of the Rock.
Select Edit.
Update any available Rock information, such as:
Title
Due Date
Quarter
Owner
Type
Meeting
Notes
Attachments
Milestones
Select Save changes.
Archive a Rock
Archive a Rock when you want to remove it from the active Rock Review without sending it to the Recycle Bin.
Navigate to the Meeting containing the Rock.
Scroll to the Rock Review section.
Select the vertical ellipsis to the right of the Rock.
Select Archive.
The Rock moves from the active Rock Review to the archived Rocks area.
View Archived Rocks
Navigate to the Meeting.
Scroll to the Rock Review section.
Select Archive.
Remove a Rock
Remove a Rock when you no longer need it and want to send it to the Recycle Bin.
Navigate to the Meeting containing the Rock.
Scroll to the Rock Review section.
Select the vertical ellipsis to the right of the Rock.
Select Remove.
Removed Rocks can be restored from the Recycle Bin.
For restoration instructions, see How to Restore Deleted Items in EOS One with the Recycle Bin.
Archive Versus Remove
Archive: Moves the Rock out of the active Rock Review and keeps it in the archived Rocks area.
Remove: Sends the Rock to the Recycle Bin.
Add Attachments to a Rock
You can add attachments while creating or editing a Rock.
Open the Add Rock or Edit Rock window.
Locate the Attachments section.
Drag and drop the file into the attachment area, or select the upload option.
Finish creating the Rock or save your changes.
You can attach up to 10 files to a Rock. Each file can be up to 50 MB.
Supported file types include:
PDF files
Images
Office documents
Text files
CSV files
ZIP files
View or Download a Rock Attachment
Open the Rock containing the attachment.
Select the attachment.
Select View or Download.
Q&A
Can I add a Rock from my Dashboard?
Yes. Select the plus (+) icon in the upper-right corner of the Rocks widget.
Can a Rock appear in more than one Meeting?
Yes. You can select multiple Meetings when creating or editing the Rock.
What is the difference between archiving and removing a Rock?
Archiving moves the Rock to the archived Rocks area. Removing the Rock sends it to the Recycle Bin.
Can I assign different owners to a Rock’s Milestones?
Yes. Each Milestone can have its own owner. The Rock also retains its primary Rock owner.
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