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  1. Go to the Contact Profile Page of the contact you want to post a story about

  2. Start typing in the Share Progress box

  3. The text box will expand once you start typing in it

  4. Use the Project dropdown list to make sure that your update is being saved within the correct project

  5. Use the different parts of the Timeline Update box to post your update

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  6. Press the Post button (Black arrow) to save your update and post it to the contact’s timeline

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The Timeline Update box lets you

  • Add text to your story

  • Choose which project the story belongs to (Red arrow)

  • Add one or more cases to the story (Blue arrow)

  • Add text to your story (Purple arrow)

  • Add attachments to the story - e.g. pictures, videos, documents, files, etc (Yellow arrow)

  • Change the date of the story (Pink arrow)

  • Add a location to the story (Orange arrow)

  • Add progress to your story (Green arrow)

Choose which Project the story belongs to

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  1. Select the Cases dropdown list (Blue arrow)

  2. A list appears that shows the cases that the contact is part of

  3. Select the case(s) that this story relates to

  4. Once you have finished adding cases and completed the rest of your story, click the Post button to save the story (Black arrow)

Add text to your story

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  1. Type in the text box (purple arrow)

  2. You can use paragraphs within the text

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  3. Press the Post button (black arrow) once you have finished creating your story

Add attachments to your story

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