GlassFrog Software Updates
As you've surely noticed, the new GlassFrog user interface is live! This has been coming for a long time and we're getting a lot of questions about what motivated us to make such a big change. The answer is that GlassFrog's styling had been with us for a long time and the libraries were becoming dated. We wanted to switch the look to something more clean and modern, and prepare for more functionality and responsiveness, especially with mobile devices. The switch to these more modern style libraries will make it much easier to quickly make visual changes to the site. Our developers now have more fluid ability to tweak layouts and improve the overall look and feel.
You can expect to see GlassFrog growing in new directions now that our frameworks has been upgraded. Please give us your feedback about what you would like to see in GlassFrog!
Recent feature additions and bug fixes:
Membership mailing lists now include the ability to email all the administrators in your organization
Invoices and receipts now include an "Org Ref" which is your organization ID
Various bug fixes and tweaks for the new style changes in Safari
Fixed a problem with projects not correctly dragging and dropping when role was unfilled
Associations between domains with policies now correctly showing in meeting history
Deleting a role moves all role projects, metrics & checklist items to the Lead Link
Fixed a scenario where asynchronous proposals errored out when a role was deleted
Fixed a bug preventing users from joining Tactical meetings in progress
Fixed the “Last meeting date” problem on circle page
Improved performance of meeting history tab
Fixed a bug with project dialogue windows not closing
Up Next: Improving usability of the new UI without moving things around too much
GlassFrog Software Updates
GlassFrog is getting a new look!
In the coming days expect to see a big change to GlassFrog’s look and feel. We’re delivering an improved layout and font selection as well as many minor usability improvements. Most of the changes are subtle and we’ve put a lot of effort into ensuring that all of your favorite features will still be easy to find. Nothing has been removed although some widgets and links have had their positions adjusted. If you have trouble finding a particular feature please don’t hesitate to email support. How do I contact GlassFrog customer support?
One screenshot is included below. For more see: What will the styling changes look like?
French translation is now in Beta
We’re double checking our nouns and triple checking our verbs as we prepare to deliver GlassFrog in French. Special thanks to iGi partners for their help with our beta test! If you would like to volunteer to assist in upcoming translations for your language of choice, contact GlassFrog customer support and we’ll add you to the list.
Miscellaneous Bug Fixes
- Removed a display problem with role names that include ampersands (&) in tactical meeting projects.
- Fixed an erroneous translation error message on tactical meeting agenda box.
- Fixed some lingering display issues with policy text.
- GlassFrog credit card receipts now correctly include organization number and name.
Coming Soon: Holacracy Stats - A Premium-only feature that will let you see metrics on your organization’s GlassFrog usage
GlassFrog is typically updated every Tuesday evening
GlassFrog Software Updates
Organization Name Changes
GlassFrog administrators now have the ability to edit the name of their organization. This is accomplished through the "Organization Settings" menu. See this FAQ article for more information: How can I change the name of my organization?
We’ve made more progress on GlassFrog internationalization and translation features. Beta testing for GlassFrog translations will start soon! Email email@example.com to volunteer as a proofreader or translator.
Asynchronous Reproposal (Premium only)
Asynchronous proposals that were escalated to a meeting can now be reproposed. This is accomplished on the proposal screen. Click the "proposals" link next to the search box to access. Escalated proposals will still have a "Propose Now" option available.
Miscellaneous Bug Fixes and Tweaks
Fixed an issue where tactical meeting outputs that were assigned to a lead link, then changed to individual action would prevent a tactical meeting from closing.
Fixed a typographical error in tactical meeting opening popup.
Fixed a potentially confusing message when there was no Published Information for a role.
Search functionality for projects has been restored.
Software Updates are typically published every Tuesday evening.
GlassFrog Software Updates
New Administrator Feature - Email and Export Users
In this release, the GlassFrog team has added some new ways to email and export users. Administrators can now access mailing lists for Lead Links, Facilitators, Secretaries, Rep Links and all circle members. See this FAQ article (near the bottom) for a screenshot: How do I email people in my organization?
We've put in more of the background work required to prepare GlassFrog for translation into other languages. We are still accepting translation volunteers. If you would like to help us get GlassFrog translated into your language, email firstname.lastname@example.org and let us know. Include a link to your organization and the language or languages you speak fluently and we'll contact you when the time comes.
New Proposal Indicator
A proposal badge indicator has been added to notify you when there are new proposals. This will appear next to the "Proposals" link at the top of GlassFrog when there are new proposals to review.
Miscellaneous Bug Fixes and Tweaks
Changed proposal builder button to be "save for meeting" instead of just "save"
Fixed an issue on projects tab involving misplaced whitespace
Email links changed to use glassfrog.com domain
Fixed an issue where GlassFrog would inappropriately cache person names in the role tab
Software Updates are typically published every Tuesday evening.
GlassFrog Software Updates
Software Updates are typically published every Tuesday. Expect to see an update here every other week highlighting the major changes.
Org Chart Overhaul
The organization chart has received an overhaul to its look and feel and performance. Users will notice faster load times and an improved look and feel. Note: We are currently experiencing an issue where the org chart does not update in a timely manner. This is a known issue and will be resolved in the next update.
Domain name change
The GlassFrog domain has been changed from glassfrog.holacracy.com to app.glassfrog.com Please update your password and bookmark managers accordingly.
Open Proposals in Circle
GlassFrog now displays all open proposals in your circles. This is an expansion of the Asynchronous Proposal feature available to Premium account holders. Click the “Proposals” link next to the search bar to access this feature.
Miscellaneous minor issues patched today:
Tensions are no longer required to be associated with a circle to be recorded
Governance proposals now show date in the breadcrumb link
Fixed an issue with webhooks not working in certain situations
Fixed an issue with project add dialogue not closing in some cases
Removed instances where an ugly error message would display about missing pages
Fixed an issue where rep link election would not correctly update circle memberships
Resolved an issue with tactical meeting emails not sending if certain roles are unfilled
Fixed a case where governance meeting outputs would not show deleted roles
Certain emails now come from email@example.com or firstname.lastname@example.org
New Features and What's on the Horizon
Glassfrog has new features!
The Glassfrog Development team has been busy incorporating your feedback into new features and fixes. We're working nonstop on adding value and functionality. What have we been working on lately? Have a look:
Custom Circle Sections
We've added the ability to add custom sections to any Circle Page. Go to any of your Circle Pages, hover over the left blue sidebar and notice the gear icon that appears. Click to reveal a new screen that allows you to add new sections to your Circle Page. See this FAQ for more details.
We changed the way Glassfrog loads resources in your browser and initial page loads are now much faster. Users in Australia are seeing pages load twice as fast! In the US, the benefit is around 100ms or so on the first page load. Did you notice? The overall speed and reliability of Glassfrog are two of our top priorities.
You may have noticed that our sign in page has changed. You now have the option to sign in with your Google account. Just click the [Sign in with Google] button on the main log in page (You may need to sign out to see it if you haven't lately). This will link your Glassfrog account to your Google account and make signing in quick and easy. One fewer password to remember!
What's on the horizon for Glassfrog?
Glassfrog will be available in more languages! Right now, we're doing the work behind the scenes that will make it easy for us to translate static content into any language. French, Italian and German are on the top of our list with more to follow. (Klingon anyone?)
Third Party Integrations
We're also putting in the plumbing to allow integrations with third party applications such as Asana or OmniFocus. We're going to start small with a few basics, like exporting projects from Glassfrog to another application. Once we've made that possible, we have a LOT of options. What would you like to see us work on next?
Our Circle's purpose is "Make Holacracy easier and more powerful through software". How could we do better?
We would love to hear your feature suggestions and feedback. Contact us any time. We read and reply to every email received.
Glassfrog has new pricing!
New in this release:
As of Jan 1, we’re offering two pricing plans: a Free version with all the basic features needed to get started and practice Holacracy, and a Premium version with a richer feature set to enhance the efficiency and effectiveness of your Holacracy practice.
The Free version can be used by anyone at any organization size, with unlimited users and circles. We are setting pricing for the Premium version using a simple per-user model, similar to other team productivity tools, and pricing it at $9/user/month.
Why the change?
We created the Free version because we want to support the Holacracy community and ensure anyone practicing Holacracy has access to the essential tools to do so, regardless of budget. This is part of an overall initiative to offer a core toolset for implementing Holacracy at no cost, including the Quickstart Guide and various resources available on our website.
The pay-per-user model for Premium is a response to feedback from paying members to create a simplified version that's easier to calculate and predict, and pricing doesn't change as you add and remove circles through the Governance process.
For transparency, we estimate our overall revenue from GlassFrog as a result of this change will be neutral to slightly negative--this is not intended as a pricing model increase, although some clients will pay more and some less under this new formula.
Feature Comparison Chart
You can now see role assignment history, and more!
New in this release:
You can view role assignment history:
You can now view the history of role assignments from a role page. Just click on the role name from the circle page "Roles" tab to visit the role page. In the upper right corner, you will see all of the role fillers for the role, and there is now a "History" link that will take you to a new page listing the history of assignments for that role. Note that this history is not yet available for the elected roles of Facilitator, Rep Link, or Secretary.
Secretaries can now assign roles:
Secretaries can now help Lead Links with the administrative task of assigning and unassigning people to roles. As a circle secretary, You can assign roles either by dragging circle members from the circle member table into the role, or via the role assignments icon to the right of the role on the role tab.
Anchor circle Lead Links and Secretaries can now configure the Anchor circle:
Lead Links and Secretaries of your organization's anchor circle can now configure it by clicking on the gear icon next to the circle name on the anchor circle page.
You can now see election end date on elected roles:
You can now see when the election term expires for a circle Secretary, Facilitator, or Rep Link on the circle page (in the Core Roles section).
You can now withdraw asynchronous proposals
Did you send out an asynchrounous proposal before you meant to? No problem! You can now just withdraw it by clicking the little 'x' icon in the Proposal column on the My Tensions page. Look for the icon after the number of responses information for that proposal. This will withdraw the proposal and you can send it out again or bring it to a meeting when you are ready.
See this announcement for more on asynchronous proposals.
Process governance proposals asynchronously
- Click My Tensions (found via blue navigation bar across the top), craft a proposal, and submit it or save for later.
- Click submit, and confirm. Circle members are emailed about the proposal.
- When viewing My Tensions, submitted proposals indicate they are being processed instead of just a draft. See the number of responses, and view the proposal.
- If a proposal is escalated to a meeting for processing, the proposer will be notified with an email. You can't re-submit after it is escalated.
- To stop the circle from processing a proposal, add it to the agenda from your My Tensions list during an open Governance meeting.
- If a proposal is submitted that includes editing governance records that are in conflict because other proposals have been processed, GlassFrog will email the proposer and not process further. Proposers can add to agenda during an open Governance meeting to process further.
- Click Review Proposal to access a proposal in GlassFrog. Review the proposal, and click accept or escalate to a meeting.
- If there are a number of days after which the prospoal would be automatically accepted, that time will be displayed.
- GlassFrog will indicate if someone has requested that a proposal come to a meeting.
- On the "roles page" or circle page enter the time to auto accept Governance proposals via a gear icon to the right of the circle name .
- Admins, Lead Links, and circle Secretaries can edit the time to auto accept proposals and the circle's nickname.
How to track Governance tensions in GlassFrog
The My tensions and proposal builder feature has been available for a few months, but here is how to use it if you are new or want some guidance.
How to use My Tensions outside of a Governance meeting
- When you have a tension for governance, add it to your My Tensions list (found in the blue navigation bar next to My Projects). Type as little or as much as you need for each tension. Save the tension.
- There is also an option as a tactical output called Tension to capture governance tensions.
- Here you can also add an agenda item, the tension, circle, and a proposal if you want.
- Edit the proposal later to be prepared before the meeting. The benefit of this is that you have a way of both tracking tensions and starting proposals outside of meetings.
- Create draft proposals with multiple parts, just like Secretary does during the Governance meeting. Your proposal will be available to select for the next Governance agenda, but you don’t have to add it to the list if you aren’t ready.
- Capture a tension even if you don’t know a starting proposal yet
During the Governance Meeting
- When there is a Governance meeting open, click Join Governance meeting to be able to add your tensions to the agenda. Then click the ‘choose from tensions' link right below where you enter agenda items to add your tension to the list. You get a pop up of agenda items / tensions, and you click to add it to the agenda.
- When Secretary selects your agenda item, those watching via ‘Join Governance’ link will see the proposal, just like when it is entered by Secretary.
- When you click on the agenda item that was added from someone’s My Tensions list pre-populated proposals automatically load in GlassFrog. Edits to any parts of the proposal made before clicking Accept Proposal are saved (so the originally pre-populated proposal is changed if you change or remove anything.
- Once Secretary clicks accept proposal then the agenda item can be 'checked off'.
GlassFrog automatically adds Initials to agenda items
Now GlassFrog adds your initials when you add agenda items during a meeting. If you type a dash '-' and your initials, then that overrides the initials GlassFrog displays.
For Secretaries, if you are adding an agenda item for someone else, type the item, followed by a dash and the initials of the agenda item owner. Then Facilitator can know immediately who owns each item.
GlassFrog Announcement - km
Quick Update: My Authority
New in GlassFrog
- "My Authority" page, linked from the nav-bar. Try the role selector showing 'My Roles', and select one of your roles to see constraints on authority in the role. View domains and policies that you may need to consider, and find helpful Holacracy tips as you scroll to the bottom.
- Simple core role definitions are now in GlassFrog. They are a summary of the constitutional definition. See the constitution for the full definitions, but the definitions in GlassFrog (found by clicking the word Secretary, Facilitator, Lead Link, or Rep Link on any roles page) are intended to mean the same thing.
- Agenda items can now be unchecked in a Governance meeting. Secretary should still click the agenda item label when facilitator is ready to process that agenda item. The agenda items are automatically checked when you click accept proposal, but you can click the agenda label to 'uncheck' the item if needed.
As always, contact us with any questions or feedback via our webform.
API update - support for syncing with personal systems
We've extended our v3 beta API, adding functions to help sync GlassFrog with personal organizational systems.
- You can now create, update, archive, and delete projects via the api.
- You can now list Actions and Triggers via the api, and filter them by created date
- Projects now include link, value, effort, and roi fields
- Default timezone for dates is now set to UTC instead of Eastern time.
More details are available in the api documentation.
Prioritize projects by business value
Projects can now be sorted by business value to the organization. Simply open up a project and fill in the business value estimate (value) and the effort to complete the project (effort), and GlassFrog will calculate the Return on Investment (ROI) for that project.
About the Business Value Estimates
- Calculations are based on the following formula: Business value to the organization (value) / effort to complete the project (effort) = Return on Investment (ROI)
- We recommend using 'unitless' or 'relative' numbers for value and effort estimates. In other words, 2 being twice the value of 1, and twice the effort of 1.
How to use Business Value Estimates in GlassFrog
- Lead Links typically enter the Value (with input if desired) and the role filler / project owner typically enter the effort. Recommended options are: 0, 1, 2, 3, 5, 8, or 13 for each.
- Save the project, and GlassFrog will show the ROI value on the project, and will sort projects with higher ROIs and values to the top of the project board so that you can see which projects are more valuable to your organization. Or, if you want to enter the value for now and enter the effort later, GlassFrog will show the value on the project and include that when sorting.
- Role fillers can then prioritize their work based on these ROIs or just the Business Value Estimate, or Lead Link can specify prioritizing by highest Business Value or ROI if that is available.
GlassFrog API v3 (beta)
- Implements all v2 functionality
- Format of GET responses and POST and PATCH bodies is json (not xml)
- API paths start with /api/v3
- Mailing Lists now live on the people endpoint, with a parameter of core role; all Person resources now contain the email attribute
- API keys are now associated with individual accounts (rather than the whole organization)
- Roles endpoints include core roles (Lead Link, Rep Link, Secretary, Facilitator)
- Added readonly endpoints for projects, metrics, and checklist_items
- Added ability to assign roles
You can get more details about the v3 API on the documentation page.
We've been working on improving the notifications system.
Here are recent updates:
- Daily Summary is now a pretty, more comprehensive Daily Digest. All tactical and governance changes are included rather than a summary, along with what is yours to process at the top, and everything is grouped by circle. (Subscribers who aren't circle members aren't able to see outputs that are marked private to circle in the tactical meeting.)
- In the Daily Digest, any changes to accountabilities of your roles are in a separate section at the top for you to process.
- You'll receive a notification when there is a change to a role policy or role notes in your circles, or in a circle you follow, either immediately or in daily digest format, depending on your subscriptions. The email will include a 'diff' so that you can see what was removed or added.
- Go to My Subscriptions (via the drop down menu in the upper right part of your screen by hovering your mouse over your name and clicking My Subscriptions, below My profile) to change your settings for following circles or change to/from daily digest or individual email format.
We also did some bug fixes. For those who contact us about bugs, thank you because it helps us know the impact of bugs on you and also helps us to identify more ways to improve GlassFrog.
- You will be able to see the text of removed accountabilities and domains (because they've been not displaying) in governance emails.
- A few other smaller bugs were fixed.
Contact us to let us know what you think, get help, or get answers to any questions you may have.
Receive meeting emails & view tactical meeting history
We have two new big pieces of functionality.
Highlights; see below for details:
- Actions and triggers can be private to circle. They will be displayed in your tactical meeting history if you do not make them private.
- Follow or unfollow circles other than your own to receive tactical and governance meeting emails.
- Manage your subscription page to choose whether you want tactical and/or governance emails for the circles you follow.
- View actions and projects in a tactical meeting history for your circles and other circles.
Tactical meeting history
- You can now view actions and projects in a tactical meeting history. The default for actions prior to January 31 is 'private to circle'.
- Click the History tab on your circle page and scroll down below the Governance history to view Tactical history.
- Now you can select private to circle for any action, trigger, or project that is created during a tactical meeting. The default is that any outputs are viewable by anyone in the organization, so all outputs will show up in the tactical meeting history if they are not saved as private. Click the lock icon in the output field to make an action, trigger, or project private to circle.
- Note: for companies with information set to publicly viewable, actions and triggers are by default not publicly viewable, but projects are.
Subscribe to meeting emails
- ‘Follow’ circles other than your own to receive meeting emails
- Non-circle members can follow circles and receive Tactical and Governance meeting emails, and unsubscribe from them later. You cannot unsubscribe from circles in which you fill roles. If actions or projects are marked as private to circle, then those won't show up in Tactical Meeting emails to non circle members (who are following that circle).
Manage your Subscriptions
Find your subscriptions by hovering your mouse over the drop down menu next to your name to the left of What's New in the upper right part of your screen.
Edit My Subscriptions
Uncheck boxes to edit your preferences, such as if you'd like to receive only Tactical or Governance meeting emails in the circles that you follow.
Role info in the org chart and more!
There is role data in the org chart, which will is informative when you are clicking and zooming in to see what roles are in a circle.
- Mouse over a role to see the name (if you can't see it when zoomed in)
- When you zoom to a role, you can see the role definition (it scrolls if there are a lot of accountabilities) and the Gravatar of the person who fills the role.
- When you click on the role name or anything that is referenced/linked to in the role (like another role), then you are directed to that page in GlassFrog
- There is an icon above the picture if there are role notes/information
In addition to several bug fixes, other new features from the last release are:
- Drop down menus in the navigation bar for My Roles and My Circles to make it easier for users to get to those pages faster. Mouse over My Circles and My Roles in the blue navigation bar to access the menus. (See screenshot below.)
- Meetings will close automatically after 16 hours so that circle members will then receive the meeting email
New org chart!
I'm excited to announce that last week's release included a much needed update to the org chart.
The new visualization of an organization is now more aligned with a Holacracy structure. The circle structure view also now works much better for larger organizations. Click around to explore HolacracyOne's circle structure!
Here are a few tips for using your org chart:
- Mouse over a circle/role to see the name appear, or to zoom in/zoom out. You'll see the circle selected by the border changing color when you mouse over, and then click to zoom in or out. Zoom in to see labels of sub circles more than three layers deep.
- Internet Explorer is not recommended for best results. You can still use the org chart and navigate to a circle by clicking on the (hyperlinked) circle name. Or use the search function to find a circle and click through in the search results.
- To navigate to a circle page, click the circle name displayed as a hyper link in the circle. More circle names will appear if you zoom in.
- Colors show roles that are filled, unfilled, core roles, or roles that do not have an accountability or a purpose.
There are more plans for enhancing the org chart, but this is a big step forward for now! If you have any issues with the circle structure, want to give us feedback, or have questions, contact GlassFrog Customer Support!
Scratch pad for Governance and other updates
We've fixed some bugs and added a scratch pad for Governance meetings.
Scratch pad for temporary text:
- The scratch pad is located below the agenda in an open governance meeting. Secretary can capture starting proposals that are not clearly a Role or a Policy. The text is not saved, as it is just a temporary note pad. Secretary can also chart objections here for the Facilitator.
- References to Scope have been removed on the Circle page to help GlassFrog align with version 4.0 of Holacracy
- When editing a role that is a Subcircle, if Remove Role is selected, then the default selection is Destroy the Role Entirely. If you want to retain any policies or keep the circle as a role, select the relevant options after selecting Remove this Circle.
Contact GlassFrog Customer Support via the Contact Us form with any questions or bug reports.
Notes tab for Circles
This is the equivalent of role notes but for the circle so circle level information can be tracked more effectively. (See below for an example.)
- From your Circle page, or any other tab, click the Notes tab found to the right of the History tab
- Any circle member (or Admin) can add to or edit circle notes
- When a role is made into a circle, then any existing notes will be displayed here
- The notes tab shows all role-level notes within the Circle, except for those belonging to sub-circles, in addition to the circle-level notes
- Click the add button next to your role's list to add information, or add it from your role's page (scroll down) in Published Information and it will be displayed in the circle Notes
Example of a Circle Notes Page:
New Governance Meeting Interface with Agenda
When creating proposals, there are fewer menu options for more intuitive navigation and viewing.
Create or edit roles in the left column, or create or edit policies in the right column.
- Agenda: Secretary can type the agenda item into the agenda field in the left column. Press enter/return to save the agenda item. Like the Tactical Meeting agenda, click the check mark to complete the item or click the x to delete the item. Screenshare during a virtual meeting or use a projector to show the agenda and proposal.
- Working with Roles: To create, edit, or remove a role or a circle, mouse over the Add/Edit role menu and click on either New Role/Circle or select the existing role by clicking on it. When editing a role, at the bottom of the accountabilities find two options to either expand the role to a circle or else remove the role.
- Working with Policies: Mouse over Add/Edit Policy to display options for adding new policies or editing existing policies. To remove a policy, first select the existing policy, and then check the box at the bottom to remove it. (Note that cross links function like they previously did, and Holacracy Version 4.0 practitoners are not advised to use the Authorize Cross Link option. Instead, create a policy to authorize inviting a cross link.)
- Multi-part proposals: Add parts to a proposal by clicking the green menu bar labeled Add Part at the bottom of the screen. View parts by scrolling down.
Contact GlassFrog Customer Support with any feedback or questions.
Coming Soon - Governance Meeting Interface Changes
Here is a pre-release announcement to give you a heads up about this big change!
The governance meeting interface is currently getting a big overhaul, which will likely be ready before or during next week. The update should help secretaries and other users have an easier time with GlassFrog during governance meetings.
- Users will be able to track agenda items in GlassFrog. There will be no need to track an agenda separately outside of GlassFrog.
- There will be new buttons and drop down menus for creating proposals. Adding parts of proposals will be more intuitive.
Another announcement with more details and a video will be posted once the update is made, which will likely be in the next few days.
New Features: Role information
A couple of recent updates:
Role foci appear in search results.
Searching for Governance information will now return the role focus.
Publish role information
This is for checklists and role notes like processes.
- On the role page, scroll down to see Published Information (see below).
- Click +note.
- Type the title in the field.
- Insert a link into the field, or type text. Use html tags if necessary.
- Click Save.
- Add more or edit existing notes as you need.
Circle Member List Update & Bug Fixes
This weekend we released an update improving the Circle Member list:
New Tactical Meeting interface & bug fixes
Yesterday's update includes several bug fixes and a major change to the Tactical Meeting interface. Click here to watch a Youtube demo.
Highlights of the new meeting interface:
There is now a notification when a meeting is in progress and a visible Triage Issues button/tab so any Circle member or Admin can join the meeting from their own computer if it is already in progress.
Anyone can type outputs and close the meeting, so if the Secretary leaves the meeting, anyone can take over from their own computer.
Click the Checklist, Metrics, Projects, and Triage Issues tab once in the meeting to navigate to the next step in the meeting process. The left blue sidebar lets you know where you are in the meeting process.
Type multiple draft outputs for each item, and then delete or save each of them.
Everyone can see when someone else types agenda items and outputs.
Edit previously saved outputs.
Anyone can capture their own agenda items and outputs, so you can help the Secretary.
This interface also makes it easier to click on the Roles tab or other governance information if you need to check Roles or Policies during a Tactical Meeting.
Contact us with any questions.
Triggers now a Tactical Meeting Output
In Tactical Meetings, during Triage Issues, you now have the option to capture a 'Trigger' in addition to other actions and projects. Triggers are actions that need to happen after an event or date. For example, you could have a trigger to Tell Trainer the venue details after the venue is confirmed. Secretary would first enter the action, and then the triggering event or date. Both fields are labeled. The trigger gets assigned to a role, just like other actions and projects.
Tactical & Governance Changes
We deployed a few bug fixes and have some new functionality in both the Tactical and Governance interfaces.
- In a Tactical Meeting during Triage Issues, drop down menus are now (reversed) in the order of Role, and then who it is Assigned To (person). Hopefully this will be more intuitive.
- Projects can be private to those outside your circle. You can access this setting when creating or editing a project both during a meeting and outside of a meeting. Admins can view and edit all projects in the org. See here for a demo: http://youtu.be/vtEzbV1Uob8
- Restructure a sub-circle. It it possible to move roles from one sub-circle to anothers, by absorbing into the super circle and then moving into a sub circle. Find this option after clicking Open Meeting: Governance. See here for detailed instructions: http://youtu.be/GXlEfk5Tm38
Anchor Circle Options & Bug Fixes
Recently we did a handful of bug fixes that hopefully weren't too problematic for most users, but should make adding and editing policies, assigning roles, removing a sub circle, and configuring your anchor circle go a lot smoother! Thanks everyone for reporting issues, as it helps us in our efforts to improve GlassFrog.
New functionality includes a minor update and a bigger one.
Minor update: you can now easily notice if circle members are not filling roles (and may need to be assigned or removed from the circle). Click the person icon to the left of Roles when on the Roles/Circle page. (See screenshot.)
New: Configure your Anchor Circle.
New users can just rename their Board to what their Anchor Circle is called.
Click the Edit icon immediately to the right of the Board header on the circle/roles page, found by clicking the Board Circle in your new organization.
Type the Name, Short Name (if you wish), Purpose, and Lead Link (there will be a drop down to select the Lead Link). You are ready to go.
If you are using your Board, you can keep using it or rename it as described above, as needed.
If your GCC is really your Anchor Circle, and you don't use your Board, then you can delete it. Use caution, as you cannot currently create a new anchor circle if you decide you need to insert a new Anchor Circle (that will be some months from now based on our current prioritization.
To Absorb General Circle into the currently named Board:
- Open Governance Meeting in Board
- Click Remove Subcircle
- Select General *Please note: Record your 'Alignment Circle' strategy elsewhere before clicking Accept if you'd like to retain this in your 'new' Anchor Circle.
- Either keep as a role or remove entirely. I will remove entirely.
- Select all the roles and policies to retain in your Anchor Circle There is no way to easily select all; you must check each one that you want to keep.
- Accept Proposal
- Close Meeting
Then Configure Board to be your Anchor Circle by renaming, updating Purpose, and adding former GCC Lead Link, as described above and in the video.
Role Policies & More
Changes this week:
Circle Policies view, ability to add and edit Role Policies for your Roles with a Domain, and pasting a Role definition. Contact Customer Support with any questions or issues.
When you view a Circle page, Policies are now organized by Domain (see below, or visit this link for a live example). There are no longer categories. When you create a Policy for the Circle during a Governance Meeting, you still select a Domain. See this post for more on creating Policies and selecting Domains.
New! Store Role Policies
If your Role has a Domain, you can store your Policy in GlassFrog to control the Domain. If there is a Domain, an icon to add a new Policy appears immediately to the right of the Domain.
To create a Policy:
1. Click the icon. (See below.) (If a Role does not include a Domain, then the option to add a Policy does not exist.)
2. Enter a title and the Policy. Use role-linking/cross-referencing if applicable. Click Save.
Finding and viewing Role Policies
Role Policies are found on the page for each Role - click a Role name in the Circle page/Roles page, and then the link to their Policies found next to the Domain. (See below for an example.)
After you click the link, you will see the Policies.
Pasting a Role Definition
When creating or updating a Role in a Governance Meeting, you can now paste Role definition parts. If you've emailed a Proposal to the Secretary, it will be easier to enter.
The instructions are in the pop up, which is accessed by clicking the little icon to the right of the Role Name field during a Governance Meeting. (See below for icon.)
Below, a Domain was added, as well as two Accountabilities during a Proposal that Updated the existing Finance Role. Follow the instructions and label all lines that are not Accountabilities. (You may label each Accountablity too, but that is not needed.) Paste each part on a separate line.
When you click Submit, the definition will be added to the Role you are updating (or creating). Clicking Submit does not save the Proposal to the Governance records; you still need to click Accept Proposal if you want to capture it for the Governance records.
Project tracking updates & Bug fixes
- When the output field is selected during "Triage issues" in a tactical meeting, pressing Enter will now no longer close the meeting. This was happening sometimes, and you won't be able to accidentally close the meeting this way now.
- Links in emails are working again. If you are a Lead Link and get an email stating that there are unassigned roles to fill, if you are logged in, the link in the email takes you to the circle page where you can add people to the roles.
Updates for projects
- Project create date. When you create a project, GlassFrog will store the date. When you click the name of any project to open the pop up (as if you to edit it) and view the create date immediately above the "Update" button. Eventually more dates will be stored, such as when the status changes.
- Track Waiting on Who, For What. Use the "@" followed by the role name to use use a hyperlink to cross reference one or more roles. This displays on the project tab once you save. Example @Updater for a notification of an update. (See below.)
- Type the text of what you are waiting on in the For What. Click Update to save your changes.
Minor Updates: Scope is now Domain
With the recent release of Holacracy Constitutuon V4.0, we have some related development plans for GlassFrog, and they are prioritized along with other new functionality and bug fixes.
With this weekend's update, you'll notice some minor changes:
- Scope has been renamed to Domain, so you'll see Domain/Scopes now instead of Scope
- Core role definitions are updated to the latest version of Holacracy. Click the hyperlinks for core roles on the circle page to read them
In addition to the above, there are new options for associating a Domain when creating and editing policies in Governance.
When creating a policy, 'None' is no longer an option for the affected Domain; select the Domain that each policy affects. If there is a specific Domian limited by the policy, as in the example below, then select that one.
The default option is All functions & activities within the Circle; this only limits those within the circle.
Feature: Policy Interface Update
The policy interface has been updated. When you create a policy, include a category which is treated as a tag. Associate the policy with the relevant scope:
Hover over the policy name and the text will display on the right:
From within the Policy tab, click on a tag to see all policies within that category/tag:
When in a governance meeting or taking Secretary perogative, use the Update Policy button to associate existing policies witha scope.
Feature: Archive Done Projects
Now you can archive your done projects to make them disappear from the project tab but stay in the database. Eventually, these will be findable via expanded operational data support, such as a Tactical Meeting History. If you'd like to actually delete a project, then you can still do that, but this is generally not advisable unless you want it to be gone forever (see below).
How to Archive projects
- Click the check mark when you complete your project to update the status to "Done"
- At the appropriate time (either when you complete it or after you report on it a final time perhaps), click the folder icon that appears on the top of completed projects. For now, what you will see is that the project no longer is visible on the project tab.
How to delete projects that are no longer relevant
Decide a project needs to be destroyed rather than completed? Remove it from the project tab by clicking on the project card (see below).
- Click on the project name to open the dialog box and edit the project
- Click the the trash can icon in the bottom left corner
- Click OK when asked if you are sure (if you ARE sure!).
Feature: Drag & Drop Projects in Grid View
In Grid view (found in project settings, click anywhere on a project card, and drag and drop a project either to reassign it to another person as individual action, move the project from one role to another (if viewing
by Role), and change the status.
To change the status/move to another column:
Click on the project card you want to move.
Drag the card to any where in the the desired column/status.
Release the mouse when the card is in the new status column.
Feature: Optional Project Link
Users can insert a URL into a project if needed to reference additional information about the project. This can be used to increase visibility into progress and clarity of what "Done" looks like for a project. To access the URL field, add or edit a project.
Feature: Tactical Meeting Guide
Users are now guided through the entire Tactical meeting process within GlassFrog to help circles easily practice and learn the process.
Secretary can open the meeting and the series of steps are displayed at the top from Check-In to Closing Round, and the corresponding tab will be displayed.
Click the green button to get to the next step. For example, after the checklist review, click Metrics to move to Metrics and display Metrics information.
During triage issues, enter agenda items one by one and hit enter after each one. Then click the check mark to complete it. Read the agenda announcement for more information and an image.
Secretary Feature: Cross Referencing
Tag role names within policies or role definition fields. Try out the new feature to link roles in accountabilities, purpose, and scope as appropriate. When creating a proposal, type the @ symbol followed by the role name, and you will get a drop down menu of options. Click the desired role and keep typing. If this cross-referencing feature is used, when the role name changes, the field referencing the role will automatically update. Additionally, if a proposal includes removing a role that is cross-referenced, GlassFrog will suggest specific objections to address the conflict.
See an example of cross linking with the auto complete feature:
Feature: Project settings
Users can customize the look of the projects tab. Click the gear icon in the upper right corner of the projects tab to display the options.
1)Show all/Hide empty to display either all rows or only those that contain projects.
2)Group by person or by role to organize the projects depending on your preference or needs. By person may work well for tactical meetings, and by role may be more useful in other cases.
3)View as rows or grid to quickly show all current, waiting, done, or future, while still keeping the data of what role or person owns the project.
To close the settings, click the gear shape a second time.
Feature: Fill in for Secretary
Circle members may open a Tactical or Governance meeting without the Secretary via the large button icons located above the Projects tab. This is to allow circles to meet when the Secretary is absent. See Section 2.7.4 in the Constution v 3.0 for the protocol on Surrogates for Elected Roles.
Show/hide link on Projects tab
For role fillers with no projects, the default view is that the role name is hidden and thus does not display on the Projects tab. To 'show all" circle members to add a project, click the Show all link in the upper right corner of the Projects tab.
Feature: Triage Issues Agenda
When Opening a Tactical Meeting, users can now capture agenda items within the left sidebar of GlassFrog. The first item entered will appear at the top of the list.
Click Open Tactical Meeting.
The Secretary can enter items one by one and hit enter after each item to build the agenda.
Click the check mark to the left of the item when it is completed, or click the “x” to the right of the item to delete it.
Capture actions and projects as needed in the main column to the right of the agenda, and add items at any time to the agenda list.
Email the Account Manager or submit questions via the webform if you need support.
We have launched help text intended to support users even more to practice Holacracy when using GlassFrog. When viewing a circle, within the left column users can see definitions as mouse-over tooltips on small question mark icons directly to the right of key terms such as Purpose, Strategy, Scope, and Accountabilities. If you have any questions, let us know via the webform or by contacting your GlassFrog Account Manager!
Updating a Project Status
You should now be able to easily assign a different project status by clicking on an icon in the upper left corner of each project card within the projects tab. With the check mark you can select status to done; select current with the green circle, select waiting with the red square, and select future with the hour glass.
If you have any questions, contact the GlassFrog Account Manager directly or use the webform.
Formatting and Project Statuses
As a result of this evening's update, you will now notice some differences in the overall visual appearance, including cleaner formatting when viewing the tabs in your circle. You'll also notice an indicator for project statuses, which will add more clarity for project tracking and weekly updates in tactical meetings. In addition to this visual indicator, you can select a status when adding a new project to the project tab. Clicking on a project name already captured will also allow you to choose Done, Current, Waiting, or Future.
Other changes are in the works and planned for the near future, and I will let you know as they arrive!
If you have any questions or comments, use the webform or contact me in my Account Manager role.
Enjoy these improvements, and let me know if you have any questions!
You may notice that GlassFrog looks a little different. As of yesterday evening, GlassFrog now appears in widescreen, which will support easier usage and reading. To experience the full effect, you may need to clear your cache. Hold the shift key and click refresh to do this. With any questions or issues, please contact us via our support form, and we will respond promptly.
As the next step in our plans for supporting the use of GlassFrog as a Corkboard, Organizations can now use GlassFrog for the Tactical Meeting Checklist Review. The Checklist tab is next to the Metrics tab. The available frequency options are weekly, monthly, and quarterly, and there is an optional field for a link for additional visibility. Checklist items can be associated with one role or all roles in a circle. Contact GlassFrog support with any issues or questions.
GlassFrog now supports metrics. You can find the Metrics tab next to the Projects tab within your circle. Click the "+" button to add a metric, where you can add a description, role, and frequency. Optionally, users can add a link to where the metrics are stored for more detail. For assistance, click here to use our webform.
You're about to see, if you haven't already, what we're so excited about: our GlassFrog production update has just deployed. In addition to the new look and extended information available from each Circle page, GlassFrog now bakes in support for Tactical as well as Governance meetings. We wish you well in your practice of Holacracy, which we expect will benefit from these new features. Feel free to contact us with any questions as we continue to develop GlassFrog!
Last night's anticipated update was delayed; everything is ready to go on our side and our current re-target is sometime today. We'll announce further details here and on Twitter as they become available.
Major Update/Brief Downtime Tonight
Hello GlassFrog Users,
GlassFrog Account Manager
PS -- Also follow GlassFrog on Twitter at http://twitter.com/#!/GlassFrogNews
Production Update 6/29/12
GlassFrog has a production update scheduled for this Friday, June 29th at 9pm ET which may involve some brief downtime.
Follow us on Twitter!
What's up with GlassFrog? Follow us on Twitter for the latest news & status updates.
GlassFrog Maintenance 6/5/12
GlassFrog is scheduled for maintenance on Tuesday, June 5th between 10 pm and 12 midnight EDT (the actual time is likely to be only 1 hour or so, somewhere in that block).
New Functionality Added
As of a GlassFrog update tonight, we've added two key groups of functionality:
1) Working with Sub-Circles: You can now work with sub-circles in a governance meeting, including moving roles and policies from your circle into a newly-created sub-circle, and re-absorbing roles and policies from a removed sub-circle back into your circle. Creating a sub-circle can happen from scratch (for a totally new sub-circle), or you can expand an existing role into a full sub-circle. You'll see the new buttons to work with sub-circles within GlassFrog's governance meeting interface.
2) Working with Cross-Links: Version 3.0 of the Holacracy Constitution added the ability to authorize one sub-circle to appoint one of its roles as a cross-link into another sub-circle (see the Holacracy Constitution for details). This is now supported in GlassFrog, via a new act in a governance meeting to "Authorize a Cross-Link". Use this to either authorize a cross-link (by selecting a sub-circle from the resulting drop-down), or to specify a specific role to act as the cross-link (by selecting a role from the resulting drop-down). You'll see a cross-link role automatically show-up in the target circle's role list.
Looking forward, the GlassFrog development team here at HolacracyOne is now hard at work adding support for Holacracy's operational constructs. We'll announce updates as soon as they're available, and please do let us know if you have any questions or feedback in the meantime.
New: Search Added
We've just added search functionality to GlassFrog, in addition to fixing several formatting and usability-related issues. You'll see the new search box in the nav-bar on most pages - try it out and send us any feedback or suggestions!
Coming Soon: Core Role Definitions
Hi Folks - We'll soon launch an update to GlassFrog™ which will enhance a circle's core roles: Facilitator, Secretary, Lead Link, and Rep Link. Once this update goes live, you'll see the definition (Purpose, Scope, and Accountabilities) of each of these roles listed in the system, just like you do with other roles. The definitions all come from the latest version (v3.0) of the Holacracy™ Constitution; for those still using Holacracy™ v2.x, this shouldn't create much trouble as the definitions are very similar.
Once this update is deployed, you'll also be able to add Accountabilities and Scope within a governance meeting to the Facilitator, Secretary, or Rep Link, and edit or remove anything you've added; the system will not support adding to the Lead Link role, as v3.0 of the Constitution does not allow this (you should create another role instead to differentiate functions from the Lead Link, even if it's then assigned to the same person).
We're pleased to announce that we've just launched several improvements to GlassFrog™, including this announcement system to keep you informed of future updates. Today's update included a major redesign of the governance capture interface (used by the Secretary during a meeting), as well as several bug fixes, tweaks, and minor improvements, which we hope will improve both the aesthetics and usability. Please contact us if you have any questions, feedback, or suggestions for future improvements.