Create a story using the Quick Update popup on the Homepage

Owned by Matt Kepple
Last updated: Dec 07, 2022
3 min read

You can create a story 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. In the right column is the Personal Progress box. It displays all the metrics you have logged progress towards.

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

  5. The box expands

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

  7. The Quick Update Popup launches

  8. Select the project you want to post an update within

  9. 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.

  10. 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

  11. 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)

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

  13. The 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

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