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Matt Kepple

Matt Kepple

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One of the ways to create a story on Makerble is to use the Quick Update popup on a Progress Board.

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Table of Contents

Considerations

  • Stories created using the Quick Update popup can only contain progress logged towards a single Progress Tracker.

  • (Stories created using the Complete A Survey page or from a Timeline can contain progress towards multiple Progress Trackers)

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Steps to use the Quick Update popup

  1. Select Home in the top menu

  2. You arrive on the Homepage

  3. At the top of the right column is the Boards box

  4. The Boards you have access to are listed. (Press Show More if the name of your Board is not displayed initially)

  5. Select the Board you want to go to

  6. You arrive on that Board

  7. Find the Progress Tracker Card that you want to log progress towards

  8. Press the blue “+” button in the row of Card buttons at the bottom of the Card

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  9. The Quick Update Popup launches

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  10. If there are contacts in your project whom you have access to, you can tag them in your update.

    1. The specific tagging option available will depend on the type of goal or sub goal being tracked

      1. A tick box appear next to each contact for Participation Trackers and Tick box sub goals

      2. A multiple choice scale appears next to each contact for Multiple Choice sub goals

      3. A numerical entry box appears next to each contact for Numerical sub goals

    2. By default you will only be able to select contacts who are in the Enrolled state of the project. To select contacts in another state, user the State filter.

  11. If there are no contacts in your project or if showing Anonymous Contacts alongside tagged contacts is enabled on your project, you can log the number of people and disaggregate that number by age, gender or several other demographic segments using the Categorise button https://www.loom.com/share/6bcae3b5d1ed47aa8916909441cde632

  12. Optionally

    1. Add text to your update

    2. Add a location to your story https://www.loom.com/share/667f74df6318488aa0ff6a8203af8ff8

    3. Add an attachment

    4. Backdate your update to a date in the past (You cannot set a date in the future)

  13. Once you are done, press Publish to save your story

  14. The card on your Progress Board will update to show the latest progress from your update.

How to create a Quick Update story