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The Tips popup is available when you are on a Progress Board.

What you can do with Tips on a Board

  • See Tips related to that Progress Tracker

  • Create a Tip

  • Discuss a Tip

  • Favourite a Tip

  • Edit or Delete a Tip you own

See Tips related to that Progress Tracker

  • The Tips Button (with the Lightbulb icon) changes colour from grey to teal when there are Tips to see.

Steps

  1. Click the Tips Button

  2. The Tips popup launches

  3. The Tips popup displays Tips that relate to that Progress Tracker

Create a Tip

You can create a Tip related to this Progress Tracker

  1. In the Tips popup

  2. Press the Create Tip button

  3. You arrive on the Create Tip page

  4. You will see that the Progress Tracker has already been tagged to the Tip

  5. Follow the steps to create a tip and then press Save

  6. You will arrive on the Tip’s page. To return to the Progress Board you were on originally, follow the steps to go to a Board

Add a Tips to your favourites

  • In the Tips Popup

  • Click the Heart icon to save a Tip to your favourites.

  • Tips that you add to your favourites appear in your My Tips

Discuss a Tip

  • Start typing in the Write a comment text box below each tip

  • Press the red Post button once you have finished your comment

  • This will begin a discussion about that tip and send the Tip Creator a notification to let them know that someone has commented on their tip

Tag someone in a comment about a tip

  • Press the “@” symbol while writing a comment about a tip

  • This will allow you to enter the name of one of your colleagues and tag them in your comment

  • Once you press Post, your colleague will receive a notification letting them know that you tagged them in a comment

Go to the profile of the tip creator

  • Every tip was created by a person or an organisation

  • The profile picture and name of the creator of each Tip is displayed in the top left corner of the tip

  • Click the name or profile picture to visit the Profile Page of the tip’s creator

Edit a Tip you own

  • If you are the creator of a Tip (or have Editorial Ownership of a tip owned by your organisation), you will see the 3-dot menu button appear in the top right corner of the tip

  • Clicking the icon produces a dropdown menu that contains an Edit button

  • Pressing Edit will redirect you to the Edit Tip page where you can change everything about the tip

Delete a Tip you own

  • If you are the creator of a Tip (or have Editorial Ownership of a tip owned by your organisation), you will see the option to Delete your tip from the 3-dot dropdown menu in the top right corner of the tip.

  • You can also delete a tip from your My Tips

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