Manage Issues During a Meeting

Prioritize issues during your Weekly Meeting

By 1-2-3 Priority (default setting, only available during a live meeting)

  • Click on the gray Issue icon on the left-hand side of the issue title that you would like to discuss and in the order you would like to discuss them. Only 3 Issues can be selected at a time.

Note: You can change the sort order using the Sort button at the top

  • By Priority (1, 2 & 3) - recommended
  • By Owner
  • By Date Created (Oldest First)
  • By Date Created (Newest First)
  • Alphabetically

TIP: If you mark an issue as 1,2, or 3 for discussion and need to remove the numbering and start over, click the gray Issue icon again or use the Clear Selection button at the top.

By Votes (stars)

  1. Click Meetings in the top menu bar
  2. Click Edit Meeting on the gear icon button to the right of your meeting
  3. Click Advanced Settings at the bottom
  4. Click Issues
  5. Update Prioritization Method: to By Votes
  6. Click Save at the bottom

You can now vote by stars outside of a meeting by using an issues tile and by clicking on the star under the Priority heading. You can also click the stars during a meeting while viewing the Issues page. Each issue can have a maximum of 9 stars until the stars reset back to zero.

Issue Icons

  • The box icon in the center will create a Context-Aware To-Do for you. This To-Do will include notes from the Issue.
  • The Business Plan button will move an issue to your long-term issues list on the Short-Term Focus page of your Business Plan. 
  • To access the Business Plan during a live Meeting, click the Tools located under the left side of the meeting agenda and navigate to the Short-Term Focus page. The Issues List will be on the bottom right-hand side of the Business Plan. 
  • To move an issue back to the meeting you just need to hover your mouse over the right side of the issue, then click the "issues" button. 
  • If you want to permanently delete an issue, click the trash can icon to the right of the issue.
  • Important: Issues deleted from the Short-Term Focus page of the Business Plan are nonrecoverable.

Options for Resolving an Issue

During a meeting

  • Click the blank checkbox to the left of the Issue that has been resolved. This will archive the issue. (Ctrl + Z or CMD + Z, will restore the issue)
  • Alternatively, you can click the Resolve button in the Notes section that pops up when you click on an Issue (the button appears in the bottom right-hand corner)

Outside of a meeting

It is not EOS® "pure" to close an Issue outside of a meeting. That said, if the need arises you can follow the steps below:

  1. Click Meetings in the top menu bar
  2. Click the gear icon (Edit Meeting) to the right of the meeting
  3. Click Issues on the left
  4. Click the trash can icon to the right of the issue to archive

TIP: Consider leaving a note by the issue to keep the Archive history accurate. For example "NOT Issue".

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