Top 5 Traction® Tools features you didn’t know about
At Traction Tools, our elves have been very busy!
With all the new updates coming out lately, there are lots of little things you might’ve missed—tips and tricks that can help make your experience with Traction Tools’ software even better.
Reverse your Scorecard
By default, your Scorecard shows data metrics from left to right, with the most recent data all the way on the right side of the Scorecard. If you feel like switching things up, you can!
Easily reverse your personal Scorecard in your Traction Workspace and move your metrics to the left-hand side. Here’s how:
- Click Meetings in the menu bar
- Click on the gear icon (Edit Meetings button) to the right of your meeting
- Click Advanced Settings on the bottom left
- Click Scorecard (make sure to click on the word!)
- Check the box next to Reverse Scorecard
- Click Save
If you need more specific direction, check out our detailed instructions on how to reverse your scorecard in our knowledge base.
Customize your workspace
The Traction Workspace acts as your personal dashboard, and is fully customizable to fit your at-a-glance needs. It gives you quick access to a bulletin board of tiles that you can add, remove, resize and rearrange however you like.
You can add Tiles for just about anything—To-Dos, Scorecards, Rocks, Issues Lists…the list goes on!
Here’s how to customize your workspace:
- Select which kind of tile you’d like to add from the “Add Tile” section of your Workspace on the left-hand side of the screen
- Choose from Meeting tiles, Personal tiles or Traction Tools tiles by hovering over the desired area
- To remove a tile, you can click on the three dots on the upper right hand side of a tile and select “Delete Tile”
- You can click and drag the top of a tile to move it, or click and drag on its edges to resize
“Traction Tools has been instrumental in managing EOS tools! I love the Workspace to work from between meetings.” – Lisa Baker
Lisa Baker, Operations Manager at TLC tech, raves about how the Workspace helps her organize and prioritize her daily work.
Access Level 10 Meeting info
Need to access information from a Level 10 Meeting? Now, you can quickly add notes to existing Issues and To-Dos from your Workspace tiles by clicking on them. You can also add new Issues, To-Dos, and people headlines using the icons in the top banner on the right-hand side of your screen. Or create a To-Do for yourself in your To-Do tile within the Workspace—the options are endless!
Create a To-Do on the go
On the move and need to add a To-Do fast? No problem! You can send text messages to add new To-Dos, Issues or People Headlines to a Level 10 Meeting.
The message will be automatically added to your agenda, and if it’s a To-Do, it will be assigned to you.
If you’re in multiple Level 10 Meetings, no sweat—just make sure to text the number associated with that Level 10’s To-do, Issue or People Headline.
To set up Texting Actions, you’ll also need to set up your personal account.
- In the Workspace, select your name at the very top of the window, and select My Settings.
- Under Manage Phone Options, select Manage Other Phone Actions.
- Select Create a new phone action and associate each phone action with a phone number.
For a more in-depth view of how to set up, add To-dos, issues, and headlines by text, check out our Texting Actions instructions.
If you’re in a rush and need to move a meeting along quicker than usual, you’re in luck! We have a number of quick shortcuts to make your experience in Traction Tools so much easier!
Did you just delete the wrong issue in the middle of your Level 10 Meeting? No worries—there’s an undo for that.
- Hit Ctrl/Cmd-Z to undo actions on the Issues list and Accountability Chart.
Need to export notes before deleting? We got you!
- Shift while hovering over “export data” to Include notes in your exported zip file
Now you can create Issues, People Headlines, and To-Dos in a matter of seconds!
- Shift + I = Create an Issue in your Level 10 Meeting
- Shift + P = Create a People Headline in your Level 10 Meeting
Shift + T = Create a To-Do in your Level 10 Meeting
Visualize with Whiteboard
Ever thought of an idea so complex that you needed to see it in order for it to make sense to your team? Well look no further! Our Whiteboard gives engaging new meaning with visual aids to bring impact to your next brain storming session.
Whiteboards are easily added to your L10, and can be accessed by all members.
Try collabing with a whiteboard at your next meeting!
Stay organized with Docs
We all dream of one tidy place where we can keep our important documents that can be accessed by everyone on the team in an easy and seamless way. Well, Traction Tools has turned that dream into a reality with Docs!
With the ability to share documents with select team members right from your Workspace, all of your important documents are at your fingertips.
Allowing you and your team to stay on the same page.
Automate and integrate with Zapier
We totally understand the need to mix and mingle with different platforms. That’s why we’ve created a streamlined way for you to connect your apps with our meeting software using Zapier!
Automating your Traction Tools account allows you to keep all of your apps and data in one place, saving you time to reinvest in your business.
Check out all of our automation apps with Zapier.
Handpicked related content: Take your Workspace to the next level with Zapier
Stay current with new features
We created the Traction Tools knowledge base, a centralized hub for Traction Tools-related queries. Just type in a keyword or two relevant to what you’re looking for, and get ready to learn!
Can’t find what you’re looking for in the knowledge base? We got you. Contact us to submit a support ticket.
Do more with Traction Tools
Check out the FAQs in your Workspace to learn more, or visit our knowledgebase to see the articles designed to help you boost productivity.
Not a Traction Tools user? Ready to be? Start your 30-day free trial today!
- Kathy Mayfield