You can preload the Categories you want to use when segmenting your Manual Headcounts for a Progress Tracker.

• This means that instead of needing to manually select the Categories when you are posting the story, those Categories will be automatically displayed

Steps

Set up Preloading from a project’s Edit Targets page

1. Open the Sidebar > select Impact > select Targets > on the Manage Targets page > select Create a Target > choose the project and the Progress Tracker and then press Set Target. You arrive on the Edit Targets page. Go to step 3

2. Alternatively select My Apps > do mouseover on Projects > a list of projects appears > do mouseover on your project > a submenu appears to the side > select Targets. You arrive on the Edit Targets page.

3. Press Categorise in the row of the Engagement Tracker you want to preload categories for

   Open

   

4. A dropdown list appears

   Open

   

5. Select the Category you want to use

6. To add another Category, click the Categorise button in that row again

7. To remove a Category from that row, click Remove Category

8. Then scroll to the bottom and press Save

Where preloaded categories appear

You will see the preloaded categories when you create a story using the Make an Update option at a project level.

1. Go to the project page

2. Click More Options

3. Click Make an Update