Archiving the V/TO®

Save your current version of the V/TO® tool to access and review in future quarters.

Written by Tommy Mains

Updated at May 8th, 2025

When you run a Quarterly Meeting, a copy of your V/TO® is automatically archived, or you can manually save it by clicking Archive > Custom Vision Feature. All text you have entered along with Issues, Rocks, and Goals are saved and stored in the View Archived Visions section.

How to Archive a Copy of Your V/TO®

To archive your team's current V/TO®:

  1. Click the Archive button () .
  2. Click Archive a copy of this Vision.

 

How to View an Archived V/TO®

To view an archived V/TO®:

  1. Click the Archive button () .
  2. Hover over View Archived Visions.
  3. Click one of the archived dates listed.

To return to your current V/TO®, click View your team Vision, next to the Archive option when viewing a past version.