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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.

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