Issues

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:

1. A missed client deadline

2. A bug in the system

3. 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

You can go to the Issues option in the sidebar and click the Add issue button at the top right corner of the screen.

Once you click this, a popup will appear where you can add a title and description of the issue, choose between Short term or Long term (at the top of the popup), assign the team the issue belongs to, set the owner (the person responsible for solving or addressing the issue) and optionally select a priority level

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.

If you click into any issue you have created, you can update the issue title and optional description.

All the settings for the issue are displayed along the right-hand side.

To create a to do for an issue, click the three dots for that issue and select the Create 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 "Create to-do" from the options.

You will then see a popup with the default title, which you can update. There is also an optional description field to provide more information for the to-do.

You can choose whether the to-do is for the team or is a private to-do.

The to-do is automatically given the status To-do from the dropdown. A due date is also set by default to seven days from the current date, but you can change this if needed.

The Team field is automatically populated with the person creating the to-do’s current team, shown on the right-hand side. To change it, click the team name and select your preferred team from the dropdown list.

The Owner field is automatically assigned to the person creating the to-do, shown on the right-hand side. To update it, select a different owner or toggle on the "Copy to multiple people" switch then click on the "+ Add people" button to assign it to multiple owners.

You can also assign a priority level from the dropdown.

Once you click the Add to-do button, the to-do will be added to the list for the team and owner, or just the owner if it is marked as private.

You can choose your preferred display order from the dropdown and sort by title, owner, date created, manual order, or priority.

You can also choose to display solved issues by clicking the Display button and selecting from the 'Solved issues' dropdown. You can choose to hide all, show all, or display them based on a specific time period.