To do this task you will need to have:
Added goals and subgoals to your project(s)
Added beneficiaries to your projects
Note that the terms
Beneficiary and Contact are used interchangeably.
Story and Update are used interchangeably.
intro
Stories are the way that progress is captured on Makerble.
Imagine that you are the Project Manager of both the projects within your charitable organisation.
In this exercise you will be creating stories on Makerble that simulate the work that you have been doing with your beneficiaries over the past year. Our clients use Makerble day-to-day but for this exercise you will be using the Backdate function while creating stories to make some of your stories appear as though they were created a year ago, i.e. when your imaginary projects first begun.
Steps
Start by going to the Contact Profile page of one of your beneficiaries. You can get there by clicking the MY APPS button in the top menu and then selecting Contacts in the My Apps tray.
This takes you to the Contacts page
From here you can select any one of your Contacts and be taken to their Contact profile page
At the top of their Contact profile page is the Share Progress box. You can start typing in here to create a Timeline Update
As soon as you start typing, the text box will expand to provide more options
Imagine that this is the first update that you are writing about this particular beneficiary. Say something about the first meeting that you have had with them.
By default you are in the PURPLE Add Progress tab. the Activity tab will probably be empty. Select the Interactions tab and here you can tag this contact in one or more of the Participation Goals on this project.
You can also select the Impact tab and here you will see the Outcome Goals that have been achieved for that person. You can save these for another story.
In the Attach tab you can add an attachment to this update. Attach a random image or file so you can see how attachments appear on the platform
In the Location tab you can enter an address of where this meeting with the client took place
In the Date tab you can enter the Date that this meeting took place. This is where you can backdate the update to a year ago.
Repeat this process for different dates over the course of the year. Create at least three stories per beneficiary.
Each story that you post about each beneficiary will appear on their Contact Profile Page.
When a story appears on a timeline, the metadata displays the Author of the story and the Project which the story is assigned to
Clicking the name of the Project will redirect you to the Project page
The project page displays the total progress that has been logged towards each Goal and Subgoal based on the stories you have posted
Scrolling further down the Project Page you will see on the left a Timeline of all the stories that relate to that project. This will show all the stories that you have created about all the contacts in your project.
On the right is a box called Contacts which shows the contacts who are part of this project. Clicking the name of one of those projects will take you to the project page.
