Create a copy of an existing V/TO when you want to preserve the current version and create a new version for future planning.
Why copy a V/TO?
As your organization evolves, your V/TO should evolve with it. It is best practice to create a copy of your V/TO at the start of each quarter.
Copying a V/TO gives your team a fresh version to update Quarterly Rocks, review the 1-Year Plan, and add new Issues while preserving historical context from the previous version.
How to make a copy of a V/TO
Click V/TO from the left navigation bar.
Find the V/TO you want to copy.
Click the vertical ellipsis next to the V/TO name.
Select Make a Copy.
The copied V/TO is created as a new Draft and is automatically named Copy of [V/TO name]. You can open and edit it as needed.
What gets copied?
When you make a copy of a V/TO, EOS One duplicates the existing V/TO into a new Draft version.
The copied V/TO can be edited without changing the original V/TO.
Q&A
When should I copy a V/TO?
Many teams copy their V/TO at the start of each quarter. This allows them to preserve the previous version while creating a fresh version for new Quarterly Rocks, Issues, and planning updates.
Does copying a V/TO change the original?
No. Making a copy creates a separate Draft V/TO. The original V/TO is not changed.
Can I edit the copied V/TO?
Yes. After the copy is created, open the new Draft V/TO and edit it as needed.
Can I rename the copied V/TO?
Yes. Click the vertical ellipsis next to the copied V/TO and select Rename.
Is the copied V/TO automatically official?
No. A copied V/TO is created as a Draft.
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