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Updating Rock Status

Efficiently track and update your rocks with these simple steps. Learn how to filter, review, and edit progress for your own and your team's rocks seamlessly.

1) Open the Owner filter

Filter the view so you’re only seeing items associated with a specific owner.

Open the Owner filter

2) Choose My Rocks

Narrow the list to only the rocks you personally own.

Filter to My Rocks

3) Close the filter panel

Apply your selection and return to the list.

Close the panel to apply the filter

4) Reopen Owner

Switch perspectives to review your team’s rocks.

Open Owner filter again

5) Choose My Direct Reports’ Rocks

See progress across the rocks owned by your direct reports.

Filter to My Direct Reports’ Rocks

6) Close the filter panel

Apply the team filter and return to the overview.

Close the panel to apply the team filter

7) Click Preset Date

Quickly apply a time range (e.g., this week, this quarter) to focus updates.

Use Preset Date to apply a quick time range

8) (Optional) Go to Dashboard…

Navigate back to the dashboard if you need to reference other metrics or lists.

Navigate via Dashboard

9) Open the Owner filter again

Return to your own view to update progress.

Open Owner filter to switch back

10) Click the progress value (e.g., 0%)

Activate inline editing for the rock’s completion percentage.

Click the current progress percentage to edit

11) Enter an updated value (e.g., 2)

Type the new progress amount; many fields treat this as a percent (2 → 2%).

Type the new progress value