Archiving the Vision
Save your current version of the Vision tool to access and review in future quarters.
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Insights
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Data
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Rocks
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To-Dos
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Issues
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Meetings
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Headlines
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Vision
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Org Chart
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1-on-1
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Process
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Directory
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Knowledge Portal
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OS Toolbox
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Assessments
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Partner Hub
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Integrations and Beta
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Account Options and Troubleshooting
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Mobile
Table of Contents
When you run a Quarterly Meeting, a copy of your Vision 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 Vision

To archive your team's current Vision:
- Click the Archive button (
) .
- Click
Archive a copy of this Vision.
How to View an Archived Vision
To view an archived Vision:
- Click the Archive button (
) .
- Hover over View Archived Visions.
- Click one of the archived dates listed.
To return to your current Vision, click View your team Vision, next to the Archive option when viewing a past version.