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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