How to Navigate the Rocks Page

The Rocks page is your team's central view of its quarterly priorities. It shows every Rock for the selected team, organized by type and owner, with several filters to zero in on exactly what you need. If you're looking to add a new Rock rather than navigate an existing one, see How to Create Rocks in Ninety.

Any licensed user can access the Rocks page for any team they belong to. Owners, Admins, and Implementers can view all non-private teams without being added as members.

Rocks tool pages

There are three tabs that run across the top of the Rocks tool:

• List: The default view. Shows all active Rocks for the selected team, organized by type and owner.
• Planning Board: A multi-quarter planning view that lets you organize Rocks across the current quarter and up to three quarters ahead. See Using the Planning Board to Plan Rocks Across Quarters for details.
• Archive: Shows all Rocks that have been moved out of your active workspace, either manually or automatically at the end of a quarterly meeting. Only archived Rocks appear here — Rocks that were deleted are permanently removed and won't show up. See Archiving and Deleting Rocks to learn more.

Filters and controls

The filters bar sits below the view tabs and contains five controls.

Team dropdown

The Rocks page is organized by team. Click the Team dropdown to select the team whose Rocks you want to view, create, or edit.

Which teams you can see depends on your role:

• Managers and Team Members can view the Rocks page for any team they're members of.
• Owners, Admins, and Implementers can view all non-private teams, even without being assigned as members.

If a team doesn't appear in your dropdown, you're likely not assigned to it. An Owner, Admin, or Implementer can add you to the team from the Directory. See User Roles and Permissions for a full breakdown of what each role can access.

Owner dropdown

Use the Owner dropdown to filter the Rocks page to show only Rocks assigned to specific team members. By default, all owners on the selected team are shown.

Click Owner: All to open the dropdown and check or uncheck individual team members. You can select multiple owners at once. This is useful when you want to focus on one person's Rocks during a 1-on-1 or review session without scrolling past the cards of every other team member.

Status dropdown

Use the Status dropdown to filter the selected team's Rocks by status.

The available options are:

• All: Shows Rocks with any status. This is the default view.
• On-track: The Rock is actively being worked on, and progress is on schedule for completion by the due date.
• Off-track: The Rock is still being worked on, but progress has fallen behind schedule. For example, milestones are consistently completed late, or the scope of remaining work makes the original due date unlikely. Use this status during meetings to signal that a Rock needs attention or support.
• Complete: The Rock has been finished and meets the criteria for success defined in its description or SMART framework.
• Canceled: The Rock was started or planned but intentionally dropped before completion. This typically happens when priorities shift midquarter or the team determines the work is no longer necessary. Use Canceled rather than deleting a Rock when you want to preserve a record that the goal was under consideration during the quarter.

Ellipsis (or more actions) menu

Click the ellipsis (...) on the right side of the filters bar to access four additional actions:

• Refresh Rocks: Reloads the Rocks page data without a full browser refresh. Use this if you suspect the page is showing stale information.
• Print to PDF: Exports all Rocks currently displayed on the page to a PDF file. The export reflects your current Team, Owner, and Status filter settings — only the Rocks you can see will be included. See Printing and Exporting Rocks to PDF for details.
• Download Excel: Exports your team's Rocks and milestones to an XLSX spreadsheet. To include archived Rocks, switch to the Archive tab before downloading. See Exporting Rocks to a Spreadsheet for details.
• Archive Completed: Moves all Rocks with a Complete status to the archive in one action. Owners, Admins, Managers, and Implementers can use this option. See Archiving and Deleting Rocks for details.

Search bar

Use the Search Rocks bar on the right side of the filters bar to find a specific Rock by title. The search applies to the team currently selected in the Team dropdown.

For faster results, combine the search bar with the Status or Owner dropdown. For example, filter by Off-track and search by keyword to quickly locate a specific Rock that needs attention.

Page layout

The Rocks page is divided into cards, one per team member, with an additional card at the top for elevated (departmental or company) Rocks.

The first card shows Rocks designated as Departmental Rocks — for the Leadership Team, this card is labeled Company Rocks instead. These are the Rocks your team has collectively identified as its highest priorities for the quarter.

Each subsequent card belongs to an individual team member. Cards appear for every member assigned to the selected team.

Each Rock row within a card shows:

• Current status (the colored status icon on the left).
• Rock title.
• Milestone progress bar (showing completed vs. total milestones, if milestones are enabled).
• Due date.

Viewing milestones

Click the caret on the far left of any Rock's row to expand it and view its milestones inline. Click the caret again to collapse the view.

Reorganizing Rocks

To reorder Rocks within a card, hover your cursor over a Rock's row to reveal a six-dot drag handle on the far left. Click and hold the handle, then drag the Rock into your preferred position.

Viewing specific users

Managers, Admins, Owners, and Implementers can adjust the order in which team members appear on the Rocks page.

After the Departmental (or Company) Rocks card, each team member's card has carets in the top-right corner that you can use to move that card up or down in the list. The default order is alphabetical by first name. Your ordering preference stays in place until you clear your browser cache.

The Planning Board offers additional options for organizing Rocks across multiple quarters at once.

How quarters are assigned to Rocks

When you create or view a Rock, Ninety determines which quarter it belongs to in one of two ways.

Manual assignment: If you set the Quarter field in the Rock's details panel, that value takes precedence over the due date.

Automatic assignment: If no quarter is set, Ninety assigns a quarter based on the Rock's due date, using the following cutoff dates:

• Q1: Due dates through February 14 or 15.
• Q2: Due dates through May 16.
• Q3: Due dates through August 15.
• Q4: Due dates through November 15.

Rocks with due dates past these midpoints are assigned to the following quarter.

Troubleshooting

I can't see my Rocks (or they seem to have disappeared). Work through this checklist in order:

1. Check the Team dropdown. Confirm you have the correct team selected. Rocks are always scoped to a single team at a time.
2. Check which tab you're on. If the Archive tab is selected, you're viewing archived Rocks, not active ones. Click the List tab to return to your current Rocks.
3. Check the Status filter. Confirm it's set to All. Filtering by a specific status will hide any Rocks that don't match.
4. Confirm your team membership. Managers and Team Members can only see the teams they're assigned to. If you're not seeing a team in the dropdown, you may not be a member.
5. Check whether the team is private. Content in a private team is only visible to its assigned members, regardless of role.
6. Clear your browser cache. Display issues sometimes result from cached data. Log out of Ninety, close all Ninety browser tabs, clear your cache and cookies (choose All Time), then log back in.
7. Check whether the Rocks were deleted. Deleted Rocks are permanently removed and won't appear in the archive. If you've worked through all the steps above and the Rocks are still missing, contact support to request recovery.

A team member's name shows as "N/A" on the Rocks page. This usually has one of three causes:

• The user hasn't accepted their invitation yet. Before a user accepts their invitation, their display name may not be fully set. An Owner, Admin, Manager, or Implementer can go to the Directory, click the user's name, and click the pencil icon to correct the display name.
• It's only visible to one person, not the whole team. This is usually a browser cache issue on the affected user's machine. Have that user clear their browser cache and log back in.
• It's visible to everyone on the team. If the "N/A" appears for multiple people, contact support with the affected user's email address and team name.

The dashboard shows off-track Rocks, but none appear when I filter by Off-track. The count shown on the dashboard and the Status filter view can briefly fall out of sync after a Rock's status has recently changed. Refresh the page first. If the count persists after refreshing, check whether the Rock belongs to a different team than the one currently selected in the Team dropdown, or whether it's in a different quarter.

My Rock shows the wrong quarter, or I'm seeing a "Rock Quarter Is in the Future" error. This happens when the Rock's Quarter field or its due date places it in a future quarter while you're trying to access it in the current view.

To fix it:

1. Click Rocks from the left navigation.
2. Click the Rock to open its details panel.
3. Locate the Quarter field and update it to the correct quarter.

If the wrong quarter is a recurring issue, check that your company's Fiscal Year Start Month is set correctly in Company Settings, and confirm that your Rock due dates fall within the expected quarter cutoffs listed above.

Every Rock starts as an individual Rock (a 90-day goal assigned to one accountable owner). From there, teams can elevate a Rock to the departmental or company level to show its priority for the whole team or the whole organization. A Rock's designation controls where it appears on the Rocks page and how visible it is across teams.

The three Rock types

Type	What it signals	Who can designate it	Where it appears
Individual	A personal quarterly goal owned by one person	All licensed users	Under the owner's individual card
Departmental	A top priority for the whole team this quarter	Owners, Admins, Managers, and Team Members	Departmental Rocks card + owner's individual card
Company	An organization-wide priority set by the Leadership Team	Owners, Admins, Managers, and Team Members on the Leadership Team	Company Rocks card on the Leadership Team's page

 

Individual Rocks

An individual Rock is the default type. When you create a Rock, it starts as an individual Rock with one accountable owner. That person doesn't have to do all the work themselves, but they're responsible for making sure the Rock gets done by the end of the quarter.

Individual Rocks appear under the owner's card on the Rocks page. No designation is required. Every Rock is an individual Rock until you choose to elevate it.

 

Departmental Rocks

A Departmental Rock is an individual Rock that the team has elevated as a reminder of its priority for the whole team, not just a personal goal. Departmental Rocks appear in a dedicated Departmental Rocks card at the top of the team's Rocks page, above all individual cards.

Marking a Rock as Departmental doesn't transfer ownership or change who's accountable. The original owner remains responsible. It's a signal to the team that this Rock carries extra importance.

 

Note: When you mark a Rock as Departmental, it appears both in the Departmental Rocks card at the top of the page and under the owner's individual card. This is expected — both locations reflect the same Rock.

 

 

Company Rocks

Company Rocks are set by the Leadership Team to represent organization-wide priorities for the quarter. They appear in a Company Rocks card at the top of the Leadership Team's Rocks page.

Company Rocks follow the same ownership rules as other Rock types: one person is accountable, and all changes are made through the Rock's details panel.

 

A Rock can carry more than one designation

When a Rock is shared with the Leadership Team from another team, or from the Leadership Team to other teams, the same Rock can be designated as a Company Rock at the leadership level and as a Departmental Rock for other teams simultaneously. Both designations are active simultaneously.

 

How teams see designated Rocks when shared

Rock designations are team-relative. When you apply a designation to a Rock, it applies at the team level, not globally. This means the same Rock can carry different designations on different teams simultaneously.

The most common scenario is when a Rock created on the Leadership Team and shared with a departmental team can be designated as a Company Rock on the Leadership Team and a Departmental Rock on the departmental team simultaneously. Each team sets its own designation independently in the Rock's details panel.

Because both designations are active, the Rock appears in two places on the Rocks page for any team where it carries a Departmental Rock designation: in the Departmental Rocks card at the top, and under the owner's individual card. This is expected behavior. The Rock isn't duplicated; it's just visible in both contexts simultaneously.

 

The Shared Rocks section

The Shared Rocks section is not a Rock type; it's a display grouping that appears at the bottom of a team's Rocks page under specific conditions.

A Rock appears in the Shared Rocks section when it has been shared with a team whose members don't include the Rock's owner. Because the owner isn't on that team, the Rock can't appear under an individual card. Instead, it's grouped into the Shared Rocks section so the team still has visibility without it being misattributed to a member.

Rocks also move to the Shared Rocks section when an owner leaves your team or company mid-quarter. Their Rocks remain visible to the team in this section until the quarter ends.

A Rock in the Shared Rocks section can still carry a designation. If the Rock has been marked as a Departmental Rock, that label will appear in the Shared Rocks section just as it would on any other Rock row.

To remove a Rock from the Shared Rocks section, you can either:

• Add the Rock's owner to that team so their Rocks appear under their individual card.
• Open the Rock's details panel and remove that team from the Other Teams list.

See Sharing Rocks Across Multiple Teams for more details on how cross-team visibility works.

 

How to designate a Rock as a Departmental or Company Rock

Any licensed user with the role of Owner, Admin, Manager, or Team Member can apply or change a Rock's designation at any time.

To mark a Rock as a Company Rock or Departmental Rock:

1. Click Rocks from the left navigation.
2. Click the Rock to open its details panel.
3. Click the Company Rock or Departmental Rock circle to apply the designation. Click an active circle again to remove it.

Changes save automatically.

 

 

Any team member on a paid plan can edit Rocks on the teams they're assigned to. That means Team Members can update Rocks belonging to their manager, and vice versa. You don't need to be the Rock's owner to make changes. If your organization uses the Entrepreneurial Operating System® (EOS®), Rocks are your team's 90-day priorities; keeping them accurate throughout the quarter is essential for staying on track.

How to update a Rock's status

Rock status communicates whether a 90-day priority is on course. It's one of the most important fields to keep current, especially heading into a Level 10 Meeting® (sometimes called an L10). You can update status directly from the Rocks list without opening the Edit Rock panel.

1. Click Rocks in the left navigation.
2. Find the Rock you want to update.
3. Click the status badge on the Rock's row to open the status dropdown.
4. Select the appropriate status.

The four status options are:

• On-track: The Rock is progressing as expected and is likely to be completed by the due date.
• Off-track: The Rock has fallen behind or is facing obstacles that put completion at risk. When a Rock is off track, raise it as an issue in your next L10 so the team can address it.
• Complete: The Rock has been completed.
• Canceled: The Rock is no longer being pursued. Use this status rather than deleting a Rock when you want to preserve a record of it.

For a visual reference of how statuses appear on the Rocks page, see Navigating the Rocks Page.

How to open a Rock for editing

All editable fields live in the Rock's details panel. To open it:

1. Click Rocks in the left navigation.
2. Find the Rock you want to edit.
3. Click anywhere on that Rock's row to open the details panel on the right side of the screen.

From the details panel, you can update any of the fields described below. All changes save automatically; there's no Save button to click.

Editable fields

The Edit Rock panel includes the following fields:

• Rock type: Select Company Rock or Departmental Rock to change how the Rock is classified. For a full explanation of Rock types, see Types of Rocks — Company, Departmental, and Individual.
• Title: Update the Rock's name to better reflect its objective.
• Quarter: Change which quarter the Rock belongs to using the quarter dropdown. This is useful when a Rock needs to be pushed to a future quarter or pulled forward.
• Due date: Adjust the target completion date to reflect updated timelines.
• Description: Add or revise supporting details to provide clearer guidance for the Rock's owner.
• Owner: Reassign the Rock to a different team member. For step-by-step guidance, see Assigning Rocks to Users.
• Team: Change which team is responsible for this Rock.
• Additional team visibility: Add or remove other teams that should be able to see this Rock. For more, see Sharing Rocks Across Multiple Teams.
• Milestones: Add, edit, or remove milestones to reflect current progress checkpoints. For a full guide, see Adding Milestones to Your Rocks.
• Attachments: Upload new files or remove outdated ones related to the Rock.
• Comments: Leave updates or notes for your team directly on the Rock.

Troubleshooting

I can't find the field I want to edit. All editable fields are in the Edit Rock panel. If the panel isn't open, click anywhere on the Rock's row to open it. Note that status is updated from the status badge on the Rock's row, not from the Edit Rock panel.

I attached a file to my Rock, but I can't find it. Attachments are stored in the Attachments field of the Edit Rock panel. Open the Rock by clicking its row, then scroll to Attachments. Files you've uploaded will appear there and can be downloaded or deleted.

I don't see an option to edit a Rock. Editing requires a paid role (Team Member or above) on the team where the Rock lives. Observers cannot edit Rocks. If you believe your role is incorrect, ask your Owner or Admin to review your permissions.

A change I made doesn't appear to have saved. Changes in the Edit Rock panel save automatically as you type or make selections. If a change doesn't appear to stick, try refreshing the page. If the issue continues, contact support.

How to Add Milestones to a Rock in Ninety

Milestones are checkpoints that help your team make steady progress toward a Rock (your 90-day priorities in the Entrepreneurial Operating System®, or EOS®). Instead of treating a Rock as one big deliverable due at the end of the quarter, milestones let you break it into specific tasks with individual due dates and owners. Any team member on a paid plan can add and manage milestones on Rocks for the teams they're assigned to. Enabling or disabling milestones company-wide requires Owner, Admin, or Coach permissions.

Enable milestones for your company

Milestones are an optional feature that an Owner, Admin, or Coach must turn on before your team can use them.

1. Click your profile icon and select Company Settings.
2. From the Configuration page, scroll down to the Rocks section.
3. Click the Show Milestones on Rocks toggle to enable it.

Once enabled, milestones appear on every Rock across your organization.

Add a milestone to a Rock

There are two ways to add a milestone. Use whichever fits your workflow.

Option 1: Inline from the Rocks list

To add a milestone to a Rock from a team member's Rocks card: 

1. Click Rocks in the left navigation.
2. Find the Rock you want to update and click the caret (›) on its row to expand it.
3. Click + Add Milestone below any existing milestones.
4. Enter a title and set a due date.
5. Click Add or the checkmark to save.

Option 2: From the Edit Rock panel

To add a milestone from a Rocks details panel:

1. Click Rocks in the left navigation.
2. Click anywhere on the Rock's row to open the Edit Rock panel.
3. Scroll to the Milestones section and click + Add Milestone.
4. Enter a title and set a due date.
5. Click Add or the checkmark to save.

After saving, click any milestone to edit its title, due date, description, owner, attachments, or comments. Milestones can be assigned to any licensed team member in your organization.

Track milestone progress

Once milestones are added to a Rock, a progress bar appears on the Rock's row in the Rocks list. The bar shows how many milestones are complete out of the total — for example, "2/3" means two of three milestones are done.

For a full overview of columns and filters on the Rocks list, see Navigating the Rocks Page.

Automatically create To-Dos for incomplete milestones

Ninety can automatically create a To-Do for any milestone that isn't complete seven days before its due date. This is a separate, optional company-wide setting. To enable it:

1. Click your profile icon and select Company Settings.
2. From the Configuration page, scroll down to the Rocks section.
3. Click the Automatically create To-Dos for Milestones not completed 7 days before due date toggle to enable it.

This process runs once per day at 06:00 UTC and reflects the toggle's state at that moment. Once a To-Do is created from a milestone:

• The To-Do appears in the team's To-Dos list, reminding the assigned team member of the upcoming task.
• The To-Do's due date and description can be updated independently.
• Marking the To-Do as complete also marks the corresponding milestone as complete.

Enabling or disabling this setting requires Owner, Admin, or Coach permissions.

Are milestones “EOS Pure”

No, milestones are not “EOS Pure.” In EOS, a Rock is:

• A 90-day priority
• Specific and measurable
• Owned by one person
• Binary at the end of the quarter: done or not done

The purpose of Rocks is to create clarity, focus, and accountability on what is most important right now within the Traction Component®.

However, we at Ninety, and thousands of companies running on EOS choose to break their Rocks down into milestones to benefit from having multiple team members responsible for a portion of the Rock, track progress throughout the quarter, and make it easier to determine the Rock's status.

Troubleshooting

I don't see milestones on my Rocks. Milestones may be disabled for your company. An Owner, Admin, or Coach can enable them in Company Settings > Configuration > Rocks by turning on the Show Milestones on Rocks toggle.

The milestone progress bar isn't showing. The progress bar only appears when a Rock has at least one milestone added. If milestones are enabled but the column is empty, open the Rock and add a milestone.

My milestone didn't generate a To-Do. The automatic To-Do setting may be disabled. Check Company Settings > Configuration > Rocks and confirm the Automatically create To-Dos for Milestones not completed 7 days before due date toggle is on. Also note that the process runs once daily at 06:00 UTC — a milestone added or updated after that window won't generate a To-Do until the next run. Milestones already marked complete before the daily run are not converted.

I can't find the milestone I added. If the progress bar is visible on the Rock's row but no milestones appear when you expand it, try refreshing the page. If milestones still don't appear, contact support.

Rocks are 90-day goals that help teams progress toward their organization's long-term vision. Assigning these Rocks to the appropriate team members ensures accountability and clarity.

Assigning Rock Ownership

When you create a Rock in Ninety, assign an owner based on who on your team or from your organization is ultimately accountable for completing the goal. This person may not be responsible for completing all the work involved, but they are accountable for ensuring it gets completed.

When creating a Rock:

• Assigning an owner is a necessary requirement for creating a Rock.
• The list of possible owners is based on the Team filter.
• If you're using the Create button, you'll be the default owner of the Rock.
• In the Rocks tool, you can click + Add Rock on any team member's card to have that user be the new Rock's owner.
• Users with Observer-level permissions cannot be assigned Rocks.

Reassigning Rock Ownership

You can easily reassign a Rock's owner if responsibilities shift through its details card. Here's how:

1. Click Rocks from the left navigation.
2. Ensure the correct team is selected from the Team dropdown.
3. Click the Rock whose owner needs to change.
4. Click the profile icon on the top right of the details panel.
5. Select a different user from the team.

Best Practices and Business Tips

• Clear Accountability: Assign Rocks to individuals with the capacity and resources to complete them.
• Regular Reviews: Review Rock assignments to ensure they align with team members' current responsibilities.
• Effective Communication: Communicate any reassignments promptly to all relevant Ideal Stakeholders to maintain transparency.

You can share and display Rocks on multiple team pages to enhance collaboration and ensure alignment across different teams. When a Rock is shared with a team that its owner is not on, it is grouped into a section titled Shared Rocks. This feature ensures all relevant teams have visibility into inter-departmental Rocks, fostering transparency and accountability.

The Shared Rocks section is located at the bottom of the team's Rocks page. This is also where Rocks owned by team members who leave your team or company during the quarter are kept.

Sharing Rocks Across Multiple Teams

When creating or editing a Rock, you can assign it to multiple teams to ensure it appears on each team's Rocks page. Here's how:

1. Click Rocks from the left navigation.
2. Click on a Rock to open its details panel, or create a new Rock with the Create button.
3. Share the Rock with additional teams using the Other Teams dropdown.
4. Click the checkbox to share the Rock with additional teams.

Changes made to the Rock's details panel are saved automatically.

Printing your Rocks helps you maintain offline records, share progress with stakeholders, and analyze your goals outside the platform. This guide provides step-by-step instructions for generating and printing a PDF of your team's Rocks.

How to Export Rocks to a PDF

Follow these steps to download all Rocks displayed on your team's page as a PDF:

1. Click Rocks from the left navigation.
2. Use the Team dropdown to choose the relevant team.
3. Click the ellipsis on the far right of the filters bar.
4. Select Print to PDF from the dropdown.
5. Choose the PDF's page orientation from the popup.
6. Click Print.

To export a single Rock as a PDF:

1. Right-click the Rock.
2. Select Print to PDF from the dropdown.

How to Print the PDF

Once you have downloaded the PDF, follow these steps to print it:

1. Open the file using a PDF viewer such as Adobe Acrobat, Preview (Mac), or a web browser.
2. Go to file> Print or press Ctrl + P (Windows) / Cmd + P (Mac) to open the print dialog.
3. Ensure the correct printer is selected.
4. Choose the appropriate page size.
5. Set orientation (Portrait/Landscape) based on the layout.
6. Adjust margins and scaling if necessary for better readability.
7. Click Print to complete the process.

Exporting your Rocks from Ninety allows you to maintain offline records, share progress with stakeholders, and analyze your goals outside the platform. Follow the steps below to export your Rocks effectively.

Exporting Rocks to an XLSX File

To export one of your team's Rocks, including their Milestones, into an XLSX spreadsheet:

1. Click Rocks from the left navigation.
2. Select the appropriate Team using the dropdown.
3. Click the ellipsis (…) on the far right of the filter bar.
4. Select Download Excel from the dropdown.
5. Save your file.

The exported spreadsheet contains two tabs:

• Rocks: This tab includes columns for Owner, Title, Description, Due Date, Status, Level (Team or Company/Departmental), Team, Attachment Names, Completed On (Date), Link (to the item in Ninety), Created Date, and Archived Date.
• Milestones: This tab provides details such as Owner, Title, Description, Associated Rock’s Name, Due Date, Completed On (Date), and Link (to the item in Ninety).

You can easily set up notifications from Ninety to receive timely reminders about your Rocks and Milestones.

There are two primary forms of notifications:

• Daily summaries of your tasks, including upcoming and past due Rocks.
• Event notifications when you're set as the owner of an item or when someone comments on an item you own.

Setting Up Email Summaries

To receive daily email reminders:

1. Click your name or profile icon and select Notifications from the popup.
2. Click the Daily Emails tab.
3. Check the box for each day you'd like to receive an email summary from us.
4. Choose your preferred time to receive the email.

Go to Your Notifications Page

The daily email includes:

• Upcoming Rock and Milestone due dates
• Past due Rock and Milestone information
• A reminder to add Issues, Headlines, and To-Dos before your next meeting.
• A reminder to update KPIs.

Setting Up Event Notifications

To receive event notifications to your email:

1. Click your name or profile icon and select Notifications from the popup.
2. Toggle on your preferred options for receiving email notifications.

Go to Your Notifications Page

By configuring your notification preferences in Ninety, you can maintain awareness of your tasks and deadlines, fostering accountability and timely progress toward your goals.

The Rocks archive saves all your historical quarterly goals data in a central location. Your team's Rocks are automatically sent to the archive after concluding a quarterly meeting, but you can also archive or delete Rocks at any time from the Rocks tool. 

Archiving Rocks

Archiving a Rock moves it from your active workspace to the archive, preserving its information for future reference and reducing clutter.

Archiving a Single Rock

Any licensed user can archive a Rock, regardless of its status. Here's how:

1. Click Rocks from the left navigation.
2. Right-click the Rock or click the ellipsis at the end of its row.
3. Select Archive from the dropdown.

You can also archive a Rock from its details panel by clicking the ellipsis at the top of the panel and selecting Archive.

 

 

Bulk Archiving Completed Rocks 

Users with Manager or higher permissions can archive all Rocks with the “Completed” status simultaneously.

To archive all completed Rocks:

1. Click Rocks from the left navigation.
2. Click the ellipsis on the right side of the filters bar.
3. Select Archive Completed from the dropdown.

 

 

Deleting Rocks

Deleting a Rock permanently removes it from your workspace and the archive. Any licensed user can delete a Rock.

To delete a Rock:

1. Right-click the intended Rock.
2. Select Delete from the dropdown.