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How to View All Meeting Items From Your Dashboard as an Owner or Admin

Updated over 2 months ago

Owners and Admins in EOS One now have enhanced visibility across the organization. You can now view all meeting items, regardless of which team or user theyโ€™re assigned to.

This includes:

  • ๐Ÿ“‹ To-Dos

  • ๐Ÿชจ Rocks

  • โ— Issues

This feature provides better organizational oversight and helps leadership stay aligned on progress across all teams. Permission Levels can be adjusted in the License tab.


๐Ÿ”“ Who Has Access?

This functionality is available to users with the following permission levels:

  • Owner

  • Admin

If you're not sure what permission level you have, you can check by navigating to the License page under Settings in EOS One.


๐Ÿ‘€ How to View All Meeting Items

View All To-Dos.gif

Follow the steps below to view items assigned to others across the organization:

1. Go to Your Dashboard

Log in to your EOS One account and navigate to your Dashboard (This is the default landing page)


2. Click the Filter Icon

Click the filter icon at the top of the To-Dos, Issues, or Rocks widget to open your filter settings.


3. Select the "Others" Option

Under the filter options:

  • Select the option labeled โ€œOthers.โ€

  • You can leave or uncheck the "Mine" option.


4. Press Save

Click Save to apply the filter.
Your Dashboard will now display all To-Dos, Rocks, or Issues across the organization, not just the ones assigned to you.

๐Ÿ’ก You can apply this filter individually for To-Dos, Rocks, and Issues depending on what you want to view.


๐Ÿ”ง Need Help?

If you need assistance using filters or managing permissions, our support team is here to help. Reach out to us at [email protected].


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