Adding a Rock
- 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.
- Once on the appropriate Meeting page, scroll down to the “Rock Review” section and click “Add Rock.”
- Enter the:
- Title
- Due Date
- Owner
- Notes (If any)
- Meeting
- Type (Individual, Company, Departmental, or Team)
- 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
- Navigate to the meeting for which you would like to edit a Rock.
- Click the vertical ellipsis to the far right of the Rock and then click “Edit.”
- 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
- Navigate to the Rock you want to remove.
- 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.