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5.8.24 Release Notes | Download a V/TO to a PDF & Make a Copy of a V/TO or Accountability Chart

Download a V/TO® as a PDF

You can now download your Vision/Traction Organizer (V/TO®) as a PDF in the classic 2-page format. This makes it easy to print and share a copy with your team or keep for offline reference.

  • To download: Open the V/TO and click the Download icon located next to the Edit or Save button.

Make a Copy of an Accountability Chart or V/TO®

You can now duplicate an existing Accountability Chart or V/TO directly within the same folder:

  1. Open the version you want to copy.

  2. Click the vertical ellipsis.

  3. Select Make a copy.

The new copy will open immediately in Edit mode, titled by default as:
“Copy of [Original Name] [Creation Date]”
For example: Copy of Company ABC V/TO 5/8/2024

Add Notes to an Accountability Chart Seat

You can now add custom Notes to any seat in your Accountability Chart:

  • Click the vertical ellipsis next to the seat name.

  • Select Notes to open a side panel where you can type and save notes.

Notes are autosaved, making it easy to document context, expectations, or special instructions for each seat.

Updates & Improvements

“Select All” Option for Printing The Accountability Chart

When printing your Accountability Chart, a Select All option is now available to streamline selection:

  • Click the Print icon, then choose Select All to check every seat on the chart.

  • Unchecking Select All will deselect all seats.

This simplifies the printing process—especially for larger teams.

Bug Fixes

This release includes the following key fixes:

  • To-Dos are now only cleared from a meeting when:

    • The meeting is run, and

    • The “Clear Meeting Items” box is checked.
      Marking a To-Do as complete before the meeting will no longer remove it prematurely.

  • Column spacing and width are now correctly maintained when Issues are shown in two-column format during IDS.

  • If a Scorecard Measurable’s goal is changed, the displayed goal now accurately reflects its current value.

  • Australian and Canadian users can now successfully add notes to all applicable meeting items.

Maintenance and Optimizations

  • When adding a new Measurable, the preview now appears below the existing list instead of to the right—improving readability and layout.

  • In meetings with more than seven attendees, the attendee boxes in the Conclude stage now wrap automatically based on screen width, eliminating the need to scroll.