Rocks

When you first go into the Rocks page you will be prompted to add your first rock. Click the Add rock button in the prompt or at the top right of the screen.

You will then see a popup where you can complete the rock title, description, add a due date, select whether it is a company rock or individual rock, select a team, the owner of the rock and the status (off-track, on-track, complete).

The due date will automatically populate as the date for the end of the quarter. This can be edited to any date you choose using the calendar icon.

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.

You can also filter by status by selecting Status from the drop down menu and then selecting the status of rocks you wish to see - on-track, off-track or completed.

You can also filter by owner by selecting Owner from the drop down menu and then selecting the person you wish to see all the rocks for.

You can also search for a rock by clicking the magnifying glass icon and typing in your search terms.

You can choose if you want to display inactive rocks by clicking the display button. There you can selected from hide all, show all or the past time period you want to show them for.

To add a milestone to a rock 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 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.

The milestones display as a dot for each milestone on the rock. The dot turns green once the milestone has been completed and shows the percentage of milestones complete. If the due date has passed and the milestone still has a status of to-do the dot will turn red.

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.

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

To add an issue to a rock, click the three dots on that rock and select the Add 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 issue automatically gets allocated the status of Discuss from the dropdown. 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.

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.