Issues
Issues is where your team captures real-time obstacles, off-track metrics, or strategic roadblocks. This is where problems go to get solved.
These are immediate concerns or obstacles that need to be addressed within the current quarter or weekly meeting cycle. Logged in the Level 10 Meeting (L10) Issues List.
Examples:
A missed client deadline
A bug in the system
A team communication breakdown
These are typically tackled during the weekly L10 meetings, where the team uses the IDS™ process (Identify, Discuss, Solve).
These are strategic challenges, opportunities, or ideas that aren’t urgent but are important for future growth. Logged in the V/TO™ (Vision/Traction Organizer) under the “Issues List” section (separate from the L10 list). Meant to be reviewed periodically, often in Quarterly Planning sessions or Annual meetings.
Examples:
Need to redesign the company website next year
Exploring expansion into a new market
Ongoing hiring challenges that need a long-term solution
Adding an Issue
Navigate to the Issues option in the sidebar.
Click the Add issue button located at the top right corner of the screen.
A popup will appear where you can:
Enter a title and description for the issue.
Choose the issue type: Short Term or Long Term (located at the top of the popup).
Assign the team the issue belongs to.
Set the owner, the person responsible for addressing the issue.
Select a priority level.
Add any relevant attachments.
You can also update the issue status any time between Not solved and Solved.
You can print a copy of your issues by clicking the printer icon at the top right of the screen. You will have two options: print in landscape or portrait format.
The printout will include the current data in your issues based on your selected filters.
You can import issue data in CSV format by clicking the Upload button.
To update an existing issue:
Click on the issue to view/edit.
You can then:
Update the title and optional description.
Add attachments or comments.
Set the issue status.
Update the owner, team, or priority.
Move the issue between Short Term and Long Term as needed.
To create a to do for an issue, click the three dots for that issue and select the Add to-do option.
You can also create a to-do from an existing issue. Open the issue, click the "3 dot icon" in the upper right-hand corner of the screen, and select Add to-do from the options.
Adding a To-Do
Click to create a new to-do. A popup will appear with the following options:
Title: The default title can be updated as needed.
Description: Optional field to provide additional details.
Visibility: Choose whether the to-do is for the team or is private.
Status: Automatically set to To-do by default.
Due Date: Set by default to seven days from the current date, but can be updated.
Team: Automatically populated with the creator’s current team. To change, click the team name and select another from the dropdown.
Owner: Automatically assigned to the creator. To change, select a different owner or toggle Copy to multiple people and click + Add people to assign multiple owners.
Priority: Assign a priority level from the dropdown.
Once all details are set, click the Add to-do button. The to-do will be added to the list for the assigned team and owner, or only the owner if it is marked as private.
Viewing Issues
Click Display to choose how you want to view your issues.
Use the Solved Issues dropdown to filter:
Hide All – hide all solved issues.
Past Day / Week / Month / Year – show solved issues within the selected timeframe.
Show All – display all solved issues.
Sorting Issues
Use the Display Order dropdown to choose your preferred sort order. You can sort issues by:
Title
People/Owner
Date Created
Manual Order
Priority
Number
