You can post an update from the Contact Profile Page using the Timeline Update box.
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The Timeline Update box only appears on the Contact Profile Page when the following conditions are met:
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Steps
Go to the Contact Profile Page of the contact you want to post a story about
Start typing in the Share Progress box
The text box will expand to include a larger text area once you start typing in it
Use the Project dropdown list to make sure that your update is being saved within the correct project
Use the different parts of the Timeline Update box to post your update
Below the text box is a the Choose Project dropdown list. This allows you to choose which project the update belongs to. (Every update on Makerble belongs to a single project)
Below the text box is a series of tabs:
Add Progress
Date
Location
Attachment
Progress Trackers that have been added to the project will appear in one of the three Add Progress Tabs
Activity - contains Activity Trackers
Engagement - contains Attendance Trackers
Impact - contains Achievement Trackers, Multiple Choice Trackers and Numerical Trackers that are related to Outcomes on that project
The Date tab allows you to back date the update. When the update is posted it will display the Date Happened as the date you back date the update to
- The Attachment field allows you add files to your update
Press the Post button (Black arrow) to save your update and post it to the contact’s timeline
Add various elements to your story
The Timeline Update box lets you
Add text to your story
Choose which project the story belongs to
Add one or more cases to the story
Add attachments to the story - e.g. pictures, videos, documents, files, etc
Change the date of the story
Add a location to the story
Add progress to your story
Choose which Project the story belongs to
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Press the Project dropdown list (Red arrow)
A list appears that shows the projects that the contact is part of
Select the project that the story relates to
Add one or more cases to your story
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The option to add cases only appears if the contact is part of a case |
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Select the Cases dropdown list (Blue arrow)
A list appears that shows the cases that the contact is part of
Select the case(s) that this story relates to
Once you have finished adding cases and completed the rest of your story, click the Post button to save the story (Black arrow)
Add attachments to your story
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Press the Attach button (Yellow arrow)
A button appears called Add Attachments
Click the Add Attachments button
A button appears called Choose file
Press the Choose File button
A popup appears that lets you browse the files on your computer
Select the file you want to attach and press the Open button
The filename appears in the Attachments section
Press the Add Attachments button to attach another file if you need to
If you attached the wrong file by mistake, press the Remove Attachment button to remove it
Once you have attached your files and finished adding elements to your story, press the Post button (Black arrow)
Change the date of your story
Press the Date button (Pink arrow)
A date field appears called When did this happen
Either type the date into the date field
Or press the calendar icon to use the Date Picker to select a date
A mini calendar appears
Use the arrows on the right to change the month or use the arrow next to the year to change the Month & Year
Once you have set the date and finished creating your story, press the green Post button in the top right corner of the Timeline Update box
Add a location to your story
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Press the Location button (Orange arrow)
A text box appears called Where did this happen
Type the address in the text box
Similar addresses will appear for you to select. Alternatively you can continue typing.
Once you have entered the address, you can press the Post button to save the story (green button in the top right corner of the Timeline Update box)
Add progress to your story
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Press the Add progress button (Green arrow)
This causes 3 tabs to appear called:
Activity
Interactions
Impact
The Activity tab lets you log progress towards an Activity Tracker
A list of the project’s Activity Trackers is shown
Enter a number in the box that relates to the Activity Tracker you want to log progress towards (e.g. 5 Startup Kits Distributed)
The Interactions tab lets you log progress towards an Attendance Tracker
Tick the Tracker(s) that you want to log progress towards for this contact, e.g. Attendees
You can select multiple Trackers if you want to
The Impact tab lets you log progress towards indicating Trackers, i.e.
a Multiple Choice Tracker - represented by a dropdown list
an Achievement Tracker - represented by a tickbox
a Numerical Tracker - represented by a number box
Enter the data that relates to this contact and press Post in the top right corner of the Timeline Update box to save the story