Customizing your organization's V/TO® tool allows you to document all the features defining your organization now and where you want to be in the future. The custom Vision feature is a company-wide setting that, when enabled, gives Leadership team members the ability to reorganize, resize, and create custom sections on both the Vision and Traction® pages.

Enabling the Custom Vision Feature

To enable the custom Vision feature, an owner, admin, or coach who sits on the Leadership team should navigate to Company Settings:

1. Click your name at the bottom of the left navigation.
2. Click Company Settings.
3. Scroll down to the Vision section of the Configuration page.
4. Toggle on Custom Vision (changes are saved automatically).

Once enabled, all Leadership team members will see the Edit Layout button on both the Vision and Traction® tabs.

Editing Section Content

To edit the content of a Vision or Traction® section, click the pencil icon on the top right of its card.

Video Overview

The video below provides a quick overview of the entire V/TO tool. At 1:27, select the chapter "Editing the layout" to watch specific instructions on customizing your Vision tool. At 2:02, select the chapter “Managing sections and names” to learn how to change or create sections for the V/TO and Traction pages.

How to Customize the Leadership Team's V/TO® Tool

Once the custom Vision feature is enabled at the company level, Leadership team members can customize the company's V/TO® layout by clicking the Edit Layout button on the top right of either the Vision or Traction® page.

After clicking Edit Layout, you can:

• Drag and drop sections on the Vision or Traction® pages into a new order (for example, Core Values).
• Resize a section by clicking and dragging the diagonal arrow on the bottom right of the card.

To apply changes, click Save and Exit.

Customizing Vision and Traction® Cards

To edit existing cards on the Vision and Traction® pages or create a new one, click Edit Layout > Manage Sections. Use the following pop-up menu to perform the following:

• Rename a card by writing a new title.
• Change which page a card is viewed on with the Page dropdown.
• Hide a card by clicking the eyelash icon.
• Delete a card by clicking the trashcan icon (you cannot delete default sections).
• Show a hidden section by clicking the eye icon.
• Create a new section by clicking Add Custom Section.

When finished, click Save on the pop-up and Save and Exit on the filters bar.

Creating a New Vision or Traction® Section

To create a blank section in the Vision tool for either the Vision or Traction® page:

1. Click Edit Layout.
2. Click Manage Sections.
3. Click Add Custom Section at the bottom of the Visible Sections list.
4. Write the title for this section in the textbox.
5. Select Vision or Traction® from the Page dropdown.
6. Click Save.
7. Click Save and Exit.

You can edit the new section's content by clicking the pencil icon () at the top right of the card. You can also change its size and placement by clicking the Edit Layout button.

For example, if your team has created an SMaC Recipe (a list of Specific, Methodical, and Consistent operating practices), you can add a custom section to your Vision page to document it.