New Features
Add Issues to a V/TO® from the “Add Issue” Button
You can now add Issues directly to a Vision/Traction Organizer (V/TO) from the Add Issue button. When creating a new Issue:
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Click the V/TO toggle.
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Choose the relevant V/TO folder and version.
The Issue will then appear on that V/TO’s Issues List, making aligning day-to-day discussions with your long-term vision easier.
Remove All Rocks from a Meeting
To help teams start fresh each quarter, we’ve added a Remove All Rocks option in the Rock Review section of meeting pages. Here’s how to use it:
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Click Remove All Rocks.
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Select Confirm in the pop-up modal.
This removes all Rocks from the meeting so you can add new ones for the upcoming quarter without manually deleting each item.
Updates & Improvements
Add a Seat Above an Existing Seat in The Accountability Chart™
You can now add a new seat above an existing one in The Accountability Chart. Click the plus (+) icon at the top of any seat card to:
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Add a new seat above
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Automatically move the current seat (and its direct reports) below the new one
This makes it easier to restructure teams and clarify reporting lines.
Bug Fixes
This release includes several bug fixes to improve meeting and V/TO functionality:
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To-Dos marked as done are now removed from the Dashboard once the meeting concludes—no refresh needed.
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The Owner field no longer auto-fills when adding Issues in a live meeting.
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When copying a V/TO, selecting only the Traction tab now correctly excludes content from the Vision tab.
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All required fields are now clearly marked with an asterisk (*) when creating a new organization.
Maintenance and Optimizations
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The created date for Issues is now visible in the IDS section of meeting pages. This allows teams to quickly see how long an Issue has been on the list, aiding prioritization during IDS.