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How to Organize Your Departments with Pages

08/16/2017

How to Organize Your Departments with Pages

You’ve rolled out Traction® Tools to multiple departments and everyone in your company is getting on board. But as more departments are being added, it’s becoming a challenge to make sense of it all. You need a way to view and organize all of the metrics and measurables for each department.

Fortunately, there’s an easy way to do it! In this article, we’ll show you how to organize your departments and view their information—and give you some handy shortcuts you’ll love.

Using Pages to Organize Departments

Use the Pages function to organize information by departments and keep navigation clean. Pages are additional workspaces that you can create and customize to manage information for specific people or groups.

Here’s how to create pages for each of your departments.

In your Workspace, go to “Add Page” under the Pages drop-down menu and name the new pages for each department you want to include. Then, add tiles for each measurable you want to view. You can add any of the following tiles:

  • Scorecard
  • Rocks
  • To-do list
  • Issues
  • Recently Solved Issues
  • Notes
  • Stats

Related content: Your Accountability Workspace

Drill Down for a Detailed View

Once your pages are populated with tiles, use Traction Tools the same way you always do. You can view your default workspace, which displays your personal scorecard, current to-dos, and rocks. Or navigate to departmental pages and drill down to see which departmental rocks are on-track, which numbers are met, and which issues are solved.

Use Shortcuts

You can also use the shortcut icons in the upper right corner of your Traction Tools workspace to add new To-dos, Issues, or People Headlines for each of the Pages/departmental meetings that you lead or participate in. Just select the page from the Meeting drop-down list, and the information is directed to the right place.

Rolling out Traction Tools throughout your organization gives you clearer vision, and the Pages function lets you organize departmental metrics so you can get the information you need when you need it. It’s the best way to gauge productivity across your organization at a glance.

Need more help customizing your workspace? Ask our Client Success Team for answers.

Kathy Mayfield

About the Author

Kathy is the Integrator at Traction® Tools and, quite frankly, one of the main reasons our company took flight. After joining forces with Certified EOS Implementer™ Todd Smart as his executive assistant in 2013, she helped catapult Smart Partners, Inc. into a thriving entrepreneurial company. By that time, Kathy’s love affair with EOS® was a done deal. A few years later when the saucy little startup Traction Tools appeared on the EOS scene, Kathy switched gears and focused her attention on making Traction Tools an operational success. Her work at Traction Tools has been described by our Visionary as “akin to transforming an airplane into a rocket ship—mid-flight.” She harnessed and directed our energy toward rapid growth. She’s done the same as the director of learning and a member of the Leadership Team of the Female Integrator Mastermind (FIM).