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Info

The Timeline Update box only appears on the Contact Profile Page when the following conditions are met:

  • The user has Post Update Access to the contact

  • The contact is within a project

  • The user is a project reporter, project manager or organisation admin

Table of Contents

Steps

  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

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

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  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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  2. 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

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  • 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. Press the Project dropdown list (Red arrow)

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

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  3. Select the project that the story relates to

Add one or more cases to your story

Info

The option to add cases only appears if the contact is part of a case

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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

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

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

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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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  1. Press the Attach button (Yellow arrow)

  2. A button appears called Add Attachments

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  3. Click the Add Attachments button

  4. A button appears called Choose file

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  5. Press the Choose File button

  6. A popup appears that lets you browse the files on your computer

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  7. Select the file you want to attach and press the Open button

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  8. The filename appears in the Attachments section

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  9. Press the Add Attachments button to attach another file if you need to

  10. If you attached the wrong file by mistake, press the Remove Attachment button to remove it

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  11. Once you have attached your files and finished adding elements to your story, press the Post button (Black arrow)

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Change the date of your story

  1. Press the Date button (Pink arrow)

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  2. A date field appears called When did this happen

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  3. Either type the date into the date field

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  4. Or press the calendar icon to use the Date Picker to select a date

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  5. A mini calendar appears

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  6. Use the arrows on the right to change the month or use the arrow next to the year to change the Month & Year

  7. 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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  1. Press the Location button (Orange arrow)

  2. A text box appears called Where did this happen

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  3. Type the address in the text box

  4. Similar addresses will appear for you to select. Alternatively you can continue typing.

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  5. 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)

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Add progress to your story

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  1. Press the Add progress button (Green arrow)

  2. This causes 3 tabs to appear called:

    1. Activity

    2. Interactions

    3. Impact

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  3. The Activity tab lets you log progress towards an Activity Tracker

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    1. A list of the project’s Activity Trackers is shown

    2. Enter a number in the box that relates to the Activity Tracker you want to log progress towards (e.g. 5 Startup Kits Distributed)

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  4. The Interactions tab lets you log progress towards an Attendance Tracker

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    1. Tick the Tracker(s) that you want to log progress towards for this contact, e.g. Attendees

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    2. You can select multiple Trackers if you want to

  5. The Impact tab lets you log progress towards indicating Trackers, i.e.

    1. a Multiple Choice Tracker - represented by a dropdown list

    2. an Achievement Tracker - represented by a tickbox

    3. a Numerical Tracker - represented by a number box

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  6. 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

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