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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

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