You can move an Issue to another meeting or directly to the Vision/Traction Organizer® (V/TO®) during a live meeting. This is especially helpful when it becomes clear that an Issue is better suited for a different discussion or strategic review in the V/TO.
You can move Issues during the IDS® section in two ways:
Option 1: From the Current Issues List.
Click the vertical ellipsis next to the Issue.
Select “Move.”
Choose the Owner and select the destination: another meeting, or the V/TO.
Option 2: After Prioritizing in IDS
Once Issues are prioritized, click the “Move” button.
Choose the Owner and the meeting or V/TO to send the Issue to.
Note:
Only people marked as present in the meeting will appear in the Owner dropdown.
The meeting list is limited to those meetings where the selected Owner is already an attendee.