Customizing your team's or 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. To enable the custom Vision configuration as an owner or admin (Company Settings > Configuration):

1. Click your name from 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.

Then, each team leader can choose to customize their team's V/TO tool by clicking the gear icon on the top right of the page and toggling on Custom Vision.

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.

Editing the V/TO Tool Layout

When this optional feature is turned on, managers, admins, and owners have an Edit Layout button on the Vision tool filters bar for any team they're on. If your organization has an implementer or coach, they can edit the layout of any team's V/TO.

After clicking Edit Layout, you can:

• Drag and drop sections on the V/TO 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 V/TO and Traction Cards

To edit existing cards on the V/TO and Traction pages or create a new one, click Edit Layout > Manage Sections. Use the following popup 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 you're finished, click Save on the popup and Save and Exit on the filters bar.

Creating a New V/TO or Traction Section

To create a blank section in the Vision tool for either the Vision or Goal 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 a V/TO 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 V/TO page to document it.