Top 5 Traction® Tools Features You Didn’t Know About

///Top 5 Traction® Tools Features You Didn’t Know About

Top 5 Traction® Tools Features You Didn’t Know About

2018-09-27T10:27:17+00:00December 7th, 2017|

At Traction Tools, our elves have been very busy!

With all the new updates coming out lately, there are lots of little things that you might not have noticed—easy-to-miss tools and tricks that can help make your experience with Traction Tools software for EOS® even better. Many of these features have been around for a while, but they don’t take the spotlight. Until now!

Check out these helpful Traction Tools features, and try ‘em out at your next Level 10 Meeting!

Reverse Your Scorecard

By default, your personal scorecard shows the numbers from left to right, with the most recent data all the way on the right side of the scorecard. If you’d rather see the data in the opposite order, with recent numbers on the left, it’s possible!

Easily reverse your personal scorecard in your Workspace. Simply click the drop-down at the very top of the page, by your name, and select My Settings. You’ll see an option to reverse your scorecard there. Be sure to save!

Customize Your Workspace

Your Workspace (the initial screen you see when logging in to Traction tools) is your personal spot to view all the data that’s most important to you. It gives you quick access to a bulletin board of tiles that you can add, subtract, and rearrange however you like.

Tiles are windows of data—To-Do’s, Scorecard, Rocks, Issues List, and more. Want to customize your Workspace? It’s easy!

  • Add a Tile by selecting it from the “Add Tile” drop-down at the top of your workspace. The new tile will appear below the others.
  • Remove a Tile by clicking on the trash can icon in the top-right corner.
  • Click and drag the top of a tile to move it, or click and drag on its edges to resize it.

Lisa Baker, Operations Manager at TLC tech, raves about how the Workspace helps her organize and prioritize her daily work. “Traction Tools has been instrumental in managing EOS tools! I love the Workspace to work from between meetings.”

Handpicked related content: How to Organize Your Departments with Pages

Access Level 10 Meeting™ Info

Want to access some Level 10 Meeting information? You don’t need to start a meeting. You can quickly add notes to existing issues and To-Dos from your Workspace tiles. You can also add new issues, To-Dos, and people headlines using the icons in the top banner. Or create a To-Do for yourself in your To-Do tile within the Workspace.

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 agenda. Here’s how To-Do it:

  1. Select the phone number associated with the action. You have a unique phone number for To-Dos, one for Issues, and another for People Headlines.
  2. Compose your text.
  3. Send it!

The message will be automatically added to your agenda. If you sent a To-Do, it will be assigned to you. (This also works for multiple Level 10 meetings, it simply requires setting up additional phone numbers.)

You’ll need to set up your personal account To-Do texting. People sometimes think it’s too advanced and don’t set it up for a while. But it’s easy!

  1. In the Workspace, select your name at the very top of the window, and select My Settings.
  2. Under Manage Phone Options, select Manage Other Phone Actions.
  3. Select Create a new phone action and associate each phone action with a phone number.

Undo What You Did

Whoops! You’ve just deleted the wrong issue in the middle of your Level 10 Meeting! No worries—there’s an Undo for that. Just do the famous Ctrl-Z or Cmd-Z action and all is restored.

You can Undo (and Redo) actions in both the Issues List and the Accountability Chart. The Accountability chart is a undo/redo feature is a recent addition, and we hope you find it helpful!

Stay Current with New Features

This summer we added a Knowledgebase, searchable by keyword to find help with all of Traction Tools features. We also added a section called “New Features and Software Updates” specifically to help you find what’s new.

Do More with Traction Tools

Want more tips and tricks? Check out the FAQs in your Workspace, or visit our knowledgebase—we’re constantly adding more articles to help you do your work more efficiently. And stay tuned to our blog for more great content! Subscribe below.

About the Author:

Kathy Mayfield
Kathy is the tireless Integrator at Traction Tools, where she drives the company forward to build an amazing organization. She loves getting in the trenches with her team to hone and refine the business. She also loves flipping houses and riding western pleasure horses. Kathy has a legal background but fell in love with EOS when she met an inspiring entrepreneur by chance and left legal for good.