July 25th, 2019

Bugs/Minor Features

  • Fixed Context Aware To-Do/Issues not defaulting to owner

  • Meetings drop-down in Workspace now alphabetical. In addition, starred meetings will be shown in the main list

  • When generating quarterly printout, the measurable label and its value will now have a spacing between them

  • On the Add Measurable and Add Rock modals, the "Select Existing" has been changed to "Select Existing Rock" and "Select Existing Measurable"

  • The "Already have a Traction┬« Tools account? Click here." link on the registration page has been changed to color blue and a larger font. In addition, the bug in the registration page wherein a portion of the page becomes white when zoomed in has been fixed as well

  • Users with Admin access will now have the ability to reset a password for another user

  • A new section at the bottom of the Invoice Page has been added so people can see who the active users are that they are paying for

  • Improved creation time of Rocks, Issues, To-Dos, and Headlines

Text Only Changes

  • The Future Date on 3-Year Plan, 1-Year Plan, and Rocks sections will no longer be off by one day when set in 3 different sections
  • On the Accountability Chart seat settings, the "Subordinates" is changed to "Direct Reports". The "Manage" tile on Workspace is changed to "Direct Reports". Lastly, on the Software Updates tile, the "Traction Tools Update" has been changed to "Traction Tools Updates"
  • The Due Date on Quarterly Printout and Quarterly Conversations will no longer be off by one day
  • The changes on the "Rocks" section in V/TO will now reflect in the Quarterly Rock Sheet
  • The Revenue, Profit, and Measurables field on the Quarterly Rocks Sheet should contain data from the "Rocks" section in V/TO
  • V/TO Measurables will no longer display codes
  • The Revenue, Profit, and Measurables fields will now be defaulted on the 3-Year Picture, 1-Year Plan, and Rocks for newly created meetings

April 14th, 2019

Accountability Chart

  • Cleaner UI, Improved UX, Faster

  • View chart by levels

  • Condensed Chart mode

  • Descriptive buttons

  • Search bar improved

  • Moved editing seats to side panel

  • Added Re-centering

Workspace

  • Set a primary workspace

  • Access any workspace from any page

Workspace Tiles

  • Update or add an item to any tile

  • Added personal scorecard download

  • To-do list groups by meeting

  • To-dos show a strike-through on completion

  • Revamp the stats tile

  • Added placeholder box on dragging tiles

To-dos/Issues/Headlines

  • Add file at create time

  • Attach to any number of meetings at creation or during editing

  • Removed the 'about' field from people headlines

V/TO

  • You can now add or remove V/TO Measurables

L10

  • Moved issues show their new meeting

  • Added meeting summary subscriptions

  • Introduced emergency Read-Only Mode

Bugs/Minor Features

  • Accountability Chart no longer allows invalid data

  • Fixed some L10's not loading until refresh

  • Fixed errors on setting the zoom link

  • Removed double nav-bar from some pages

  • Removed duplicate core values from some people analyzers

  • Removed completed to-dos from meeting summary

  • Fixed tile dragging bug

March 14th, 2019

Scorecard

  • Adjusted Scorecard cell divider color for better contrast
  • Fixed bug affecting the Measurable Formula User Interface
  • Scorecard upload performance tweaked

Meetings

  • Updated "Select Existing" and "Create" icons in Rocks and Scorecard creation window in the Manage Meeting Page of an L10

Archive

  • Removed V/TO from Meeting Archive

Improvements

  • Fixed a bug that caused Navigation bar at the top of the screen to duplicate
  • Fixed a bug limiting the maximum length of Meeting names
  • Fixed Chrome Browser bug affecting AC
  • Fixed a bug affecting items not sorting properly in the Manage Meeting Page
  • Fixed a bug that was preventing items in the Manage Meeting section from sorting properly

February 6th, 2019

L10

  • Forward Quarterly Printouts to your Implementer
    • Choose to send immediately or schedule to be sent before your offsite
    • You will receive the Printout via BCC
  • Star L10 Meetings
    • The most used meeting will appear at the top of your L10 Listing Page

Improvements

  • Fixed Tile Resizing bug

November 30th, 2018

Workspace

  • Exporting the Scorecard from Tile on the Workspace now includes a date range
  • FAQ Tile
    • "How do I start a meeting?" guided tour has been improved

Meetings

  • Exported Scorecard trims beginning and ending weeks that have no data
  • For Users without sufficient permissions, the Create User Dialog is disabled in the Manage Meeting Section
  • Selected Issues now display correctly on Macs
  • Trashcan button now operates faster in the Manage Meeting Section
  • Zoom Meetings can now be deleted
  • Edited Meeting ratings now work when a rating field is left empty
  • Added "Become Leader" to the L10 settings (gear icon) button. Users can click this button to gain control of the meeting or to reestablish control

Manage Organization

User Accountabilities Page

  • Removed Edit Rocks pop-up window
  • Rocks list displays # of Meetings in which the Rock appears
  • Rocks can now be deleted from the list which removes Rock from all Meetings in which it appears
  • Rocks can be added to multiple Meetings upon creation from this page
  • Moved Rocks List below Roles (Ordering is Roles, Rocks, Measurables)
  • Removed Job Description for companies not using legacy review module

My Settings Page

  • Updating profile images now includes a "Success" message
  • Rudimentary color-blind accessibility options have been added to the following:
    • Scorecard
    • Rock Statuses
    • IDS (Solved and Moved Issues)
    • People Analyzer

Meeting Archive

  • Reordering Measurables is fixed on the archive page

Scorecard

  • Standardized the Measurable Creation Pop-up across the software. From this dialog you can edit the following:
  • Name
  • Accountable User
  • Units
  • Goal
  • Average Range
  • Cumulative Range
  • Formula
    • Updates are quicker
    • Empty formulas are handled
  • More color contrast by default on the Scorecard
  • Dynamic descriptions are included for all actions which have side effects

Security Improvements

  • Auto logout of software after extended period of inactivity

Error Notices

  • "Not an Organization" no longer shows the error screen, instead just shows "Not an Organization"

November 2018

Meetings

  • Fixed issue where some user's Rocks were displaying due dates incorrectly
  • Milestones section in L10 has been enlarged to give better view of items
  • Fixed bug where Dividers in the Scorecard were impassable when using arrow keys to navigate between cells
  • Changed "Generate Quarterly Printout" to "Quarterly Printout" in L10 Manage Section
  • When creating Rocks in the L10 Manage section you now receive a notification reminding you to add a title if you've forgotten to do so

Manage Organization

  • Fixed bug that prevented users from exporting all Rocks if there was a blank Rock in a Meeting Archive
  • Fixed bug where Enterprise Pricing was not automatically calculating monthly charge correctly
  • Fixed bug affecting some Internet Explorer users where credit card information would not display properly when updating payment information
  • Adjusted layout of the Manage Positions page to make it easier to see which position you are deleting

Accountability Chart

  • Fixed bug affecting some users where using the zoom function in their browser would cause the "Create User/Function" button to disappear off screen
  • Adjusted position of "X" button to remove Role from Seat as it was too close to the "+" button which adds new Roles
  • Fixed bug when hovering mouse cursor over "Create Function/Employee" would cause an error message to appear

My Settings Page

  • Removed GMT from "Time to send To-Do Email:" and replaced it with user's local time zone

V/TO

  • Fixed bug where entering in a year would result in the improper year being displayed

Quarterly Conversation

  • Fixed bug when editing a Quarterly Conversation that caused the "Date" field to display as "Name"

September 2018 - Version 2.3.1

Quarterly Printouts

  • Forward Quarterly Printouts to your Implementer
    • Send immediately or schedule to be sent on your before your offsite
    • You receive the printout via BCC

Meetings

  • Star meetings
    • Most frequently used meetings appear at the top of your L10 page

Scorecard

  • Date range header always visible when scrolling

Workspace

  • Fixed tile resizing bug

March 2018 - Version 2.2.1

Quarterly Printouts

  • Improved layouts
  • Customizable branding and colors
  • Accountability Chart prints on fewer pages
  • Multi-page V/TO printouts look much better
  • Recreated the Rocks Printout Page
  • Recreated the People Analyzer page

Quarterly Conversation

  • Quarterly Conversation improved
  • Added People Analyzer to the L10
  • Improved layout of Quarterly Conversation
  • Further distinguished expired Quarterly Conversations
  • Quarterly Conversations issued in the background
  • Renaming Quarterly Conversations
  • Includes Rocks
  • Added cross-company Rock status page
  • Added renaming of Quarterly Conversations
  • Added Quarterly Conversation archive
  • Removed auto-complete from the issuing Quarterly Conversation
  • Company rocks included in individual rocks section on the printout
  • Removed duplicate rocks from Quarterly Conversation
  • Page Refreshes when issuing Quarterly Conversation

Speed Improvements

  • Dramatic improvements to the speed of the website
  • Meeting summaries send more quickly
  • Page load times drastically improved
  • Creating Quarterly Conversations is faster
  • Meeting Summary loads faster
  • Frequently executed queries optimized

February 2018 - Version 2.1.1

API

  • API Version 1 released
    • Access Traction Tools data Systematically
    • Add/Edit/Remove Rocks, Roles, Measurables, Scores, To-Dos, Issues Scorecard charts

User Management

  • Alternate invite method when email fails
    • Accessible from the resend invite on the second attempt to send
  • Fixed accountabilities page bug
  • Removable phone actions
  • Forgot password link more prominent

Accountability Chart

  • More Accountability Chart printing options
    • Print sub-trees by clicking the print button on a seat
    • Print accountability chart one department per page
  • Added triple dot indicator below the collapsed accountability chart seat

Invoices

  • View new or outstanding invoices
    • Pay outstanding invoices

Company Statistics

  • View statistics about your organization
    • Rocks, To-Dos, Issues, Employees
    • Accessible by admins from the Manage Organization page, on the Advanced tab

Scorecard

  • View graphed data on the Scorecard page of the L10
  • Combine multiple measurables to identify patterns
    • To use, click the chart icon

Scorecard Formulas

  • Calculate rows for Scorecard
    • Combine data from multiple measurables
    • To access, hold the 'shift' key when viewing a scorecard and click '(f)'

Meetings

  • Scorecard numerical truncation
  • Added date and meeting title to L10 printout
  • Button added to undo moved issues
  • L10 timers off
  • People headlines now grab notes
  • Banner To-Do/Issue/Headlines buttons larger
  • L10 Agenda printout matches meeting ordering for Issues and To-Dos
  • Issues sortable by create date
  • Issues' notes no longer run off the page when moving
  • Edit rating now available on the meeting stats page after conclusion
  • Add divider' puts the divider in a more visible position

Archive

  • Notes for People Headlines now opens in Archive

V/TO

  • Shared V/TOs now display titles on Vision page
  • Shared V/TOs now display titles on Traction page

Error Notices

  • More understandable error pages

Notes

  • Add linkable text to the notes panels

Quarterly Printouts

  • Rocks printout reformatted to match EOS documents

Workspace

  • Milestones occasionally showing up on the To-Do list

January 2018 - Version 2.0.3

Meetings

  • Manage button replaces L10 edit button (was a pencil)
  • Add/Create User Dialog Updated
  • Measurables and Rocks now have searchable field to Add/Create
  • Measurables and Rocks now easily linkable from other meetings
  • Add (+) button now floats with screen
  • Edit Pages Dialog added to Manage section
  • Preview Meeting now an option inside L10
    • Limited editing options inside Preview Meeting
    • No clearing To-Dos/Headlines
    • No Email Summary Sent
  • L10 page and Manage Sections performance significantly improved
  • Set To-Do owner as "Caller" added to L10 Advanced Settings

Workspace

  • Refined configuration of Workspace
  • Added Meetings Menu with auto-generated pages for L10s
  • Auto-generated meetings pages have static layout
  • When new user is registered Workspace displays L10 Scorecard (if one is available) instead of Personal Scorecard
  • Convert Personal To-Do to L10 To-Do added to Workspace
  • People Headlines now editable from Workspace

Manage Organization

  • Reworked Manage Organization Page
  • AC, Position, Team, and Org tabs removed
  • Core Values, an Payments tabs added
  • Payments Tab removed from Advanced to its own tab
    • Permissions menu added for updating financial info, access given by default to Admins

V/TO

  • Multiple Target Markets allowed on V/TO

User Management

  • New User Type: Placeholder User
    • Placeholders are free users
    • Placeholders require no email address
    • Registering a Placeholder removes Placeholder status
  • Users can be designated as Leadership Team members upon creation

Meeting Archive

  • Ability to re-title a Note added to Meeting Archive
  • Restore Rocks, People Headlines, To-Dos, and Issues from Meeting Archive

Quarterly Printouts

  • Print an Export People Headlines
  • Rock completion percentage and ratio added to printout
  • Fixed Rock status not properly displaying after exporting
  • Aggregate Rock Completion Percentage for Company Rocks now properly displayed on printout
  • Fixed some printing issues with the V/TO
  • Exclude Guarantee & Proved Process from printout if field is blank

Scorecard

  • Fixed Scorecard bug where dates were off by one in certain time zones
  • Users can be designated as Leadership Team members upon creation
  • Fixed export bugs for Measurables with same name as others

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