Rocks

You can add a rock directly from your Dashboard by clicking the + button in the My rocks section or by the "+ Add" button at the top right of your screen and choosing Rock from the dropdown.

You can also go to the Rocks option in the sidebar and click the Add rock button at the top right. If you are adding your first rock you will also see a prompt in the centre of the screen with an Add rock button.

You will then see a popup where you can complete the Rock details:

• Title: enter the title of the Rock.
• Description: add additional details or context.
• Milestones: click Add milestone to break the Rock down into key milestones and track progress toward completion.
• Due date: select the due date for the Rock.
• Type: select whether it is a Company or Individual Rock.
• Team: select the team the Rock belongs to.
• Owner: assign an owner to the Rock.
• Status: set the Rock as On-track, Off-track, or Complete.
• Attachments: add any relevant files to the Rock.

To add Rocks for multiple teams, select the Team dropdown and turn on the Choose multiple option at the bottom of the dropdown.

Turn on Create more if you wish to create multiple Rocks. This will keep the popup open after saving each Rock so you can quickly add another.

Once you have added some rocks you will see that they are split into all company rocks at the top and then rocks by owner below

Filtering

You can filter rocks by team by selecting all teams or the team you wish to see the rocks for from the dropdown filter.

If you wish to view multiple team rocks, you can turn on the "Choose multiple" button at the bottom of the dropdown.

You can also use the Filter icon next to the Team name, there's 3 ways for you to use this Filter:

• Status
• Owner
• Type

You can choose to display inactive rocks by clicking the display button and hovering over the “Done & not done rocks” dropdown menu. From there, you can select to hide or show them from the preview.

Decide the order of the rocks by selecting Display order and choosing order by Title, People, Date created or Due date.

You can add milestones while creating a Rock.

You can also add Milestones to an existing rock. To do this, click the rock or click the three dots and select the Edit option.

This will take you into the rocks information. Where you will see the option to add a milestone with the Add milestone, Generate Milestones (AI) or + buttons.

Once you click the Add milestone or + button a new milestone will appear and will show the status (to-do or complete), the owner, title and due date. The due date will only allow you to select a date up to the due date set for the rocks completion.

You can add as many milestones as you want to between the current date and the due date of the rock and allocate different people to each milestone if required.

Milestone Status Indicators

Milestones are displayed as colored dots on the Rock preview. Each dot represents one milestone and its current status:

• Green: the milestone has been completed.
• Yellow: the milestone is due today.
• Red: the milestone is overdue and has not been completed.
• Grey: the milestone is still to-do and is not yet due.

The number next to the dots shows how many milestones have been completed out of the total number of milestones. For example, 1/5 means 1 out of 5 milestones has been completed.

Click the dropdown arrow next to the milestone count to expand and view the milestones directly from the Rocks preview.

You can print a copy of your rocks by clicking the printer icon at the top right of the screen. The print our will contain the current data in your rocks based on your filters.

After selecting your preferred print type, you will be given an option if you'd like your copy to include milestones or not.

You will then be able to select to print your rock data portrait or landscape.

To add an issue from a rock, click the three dots on that rock and select the Raise issue option.

You will then see a popup that automatically has the title of "Rock {title of rock} is off-track", this can be updated. There is also an optional description to add more information and you can select if this is a short term or long term issue.

The team and owner of the issue will populate with the person creating the issue on the right hand side, these can be updated to another team or owner if required. You can also allocate the to do a priority level from the dropdown or add an attachment.

Once you click the Add issue button the issue will be added to the short-term or long-term issues list for the team and owner.

To create a to do for a rock, click the three dots for that rock and select the Create to-do option.

You will then see a popup that automatically has the title of "Rock {title of rock} is off-track", this can be updated. There is also an optional description to add more information for the to-do and you can select if this is team or private to-do.

The to-do automatically gets allocated the status of To-do from the dropdown. You can allocate the to-do a due date, this automatically populates to 7 days from the current date. The team and owner of the to do will populate with the person creating the to-do on the right hand side, these can be updated to another team or owner if required. You can also allocate the to-do a priority level from the dropdown.

Once you click the Add to-do button the to-do will be added to the to-do list for the team and owner or just the owner if it's a private to-do.

The Rocks Archive tab is where all completed (Done) and incomplete (Not Done) Rocks from previous quarters are stored.

This helps keep your active Rocks view focused only on the current quarter, while still allowing you to review past performance and history when needed.

You can archive Rocks directly from the list using any of the following methods:

• Right-click on the Rock and select archive
• Use the three-dot menu on the Rock

You can also Unarchive an archived rock by selecting the 3 dot icon next to the rock title from the archive tab.

You can also Filter by quarter or Custom range using the Calendar icon in the Archive tab.