Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

One of the ways to You can create a story on Makerble is to use the Quick Update popup on the Homepage.

...

 

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)

Tour of the Quick Update popup

...

Component

...

What it does

...

States Filter

...

By default the Project Contacts box displays contacts in the Enrolled state. Use the filter to display contacts in the project’s Waiting List, Alumni or Declined state(s)

...

Progress Tracker

...

The name and icon of the single Progress Tracker that progress is being logged towards in this story

...

Progress from Tagged Contacts

...

This box displays the project’s contacts. You can log progress for one or more contacts by ticking their name.

...

Add to the story

...

You can:

  • Add a text narrative

  • Add an attachment

  • Change the date of the story

  • Add a location - using Google Address Lookup

...

Select Project

...

When viewing an Album Card, you can select any one of the projects within the album, as long as the project uses this Progress Tracker.

...

Total progress logged in the story

...

Anonymous Progress 

...

Enter the amount of anonymous progress that you want to log towards this Progress Tracker. E.g. the number of attendees whose names are not in your database as project contacts.

...

Categorise the Anonymous Progress 

...

Optionally disaggregate the anonymous progress number according to characteristics, e.g. demographic fields such as Age Range, Gender, Ethnicity, etc.

...

about a single metric by using the Quick Update popup on the Homepage.

...

Steps

  1. Select Home in the top menu

  2. You arrive on the Homepage

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

    Image Removed

    At the top of In 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. Personal Progress box. It displays all the metrics you have logged progress towards.

  9. Click Show More to see a full list of the metrics you have logged progress towards.

    Image Added
  10. The box expands

    Image Added
  11. Press the “+” button that appears next to a metric to launch the Quick Update Popup

    Image Added
  12. The Quick Update Popup launches

    Image Removed
  13. Select the project you want to post an update within

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

    Image Added
    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.

  15. 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

  16. 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)

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

  18. The card on your Progress Board will update to show the latest progress from your story will appear in your Homepage Newsfeed and the progress bar for that metric in your Personal Progress tile will update.

How to create a Quick Update story

Related articles