Create a story using the Quick Update popup on a Progress Board

Owned by Matt Kepple
Last updated: Dec 04, 2024
4 min read

You can save the progress you’re making towards a particular metric by posting a story using the Quick Update popup on a Progress Board.

Quick Update - Attendance.gif

Steps

  1. Open a Progress Board in Cards view.

    1. To do this from the Homepage:

      1. click Home in the top menu.

      2. You reach the Homepage.

      3. On the right side is the Progress Trackers box.

      4. Click the name of your Progress Board or press Show all if it’s not displayed.

        open progress Board from Homepage.gif

    2. To do this from the My Apps menu:

      1. click My Apps in the top menu

      2. hover your mouseover over the Progress Boards button but don’t click it

      3. your list of Progress Boards will appear

      4. scroll down it until you see the one you want to open; then click it

  2. You’ll see a Card for every Progress Tracker on that Progress Board.

    1. If the Progress Tracker you’re looking for is not displayed, click Load More at the bottom of the page to see additional cards.

  3. Press the + (plus) button at the bottom of the card

  4. This opens the Quick Update popup. The layout of the popup depends on the type of Progress Tracker.

    1. Some things are consistent for every type of Progress Tracker

      1. Project selector at the top: let’s you confirm which project the progress will be saved to

      2. Name of the Progress Tracker with a number next to it showing the amount of progress that will be saved

      3. Options to add the following to the story:

        1. Text

        2. Attachments

        3. Location

        4. Change the date

      4. Publish button to save your progress story.

    2. When it’s an Activity tracker, a numerical input field lets you enter the number

    3. When it’s an Engagement tracker

      1. a checkbox appears for each contact in that project

      2. and/or you can record a single number using Manual Headcount, which you optionally can add demographic splits too

    4. When it’s a Choice tracker

      1. a set of answer choices appear for every contact in that project

      2. and/or you can use Manual Headcount to record the number of people for whom each answer choice was the case

    5. When it’s a Numerical tracker

      1. there is a numerical input field for each contact in that project

      2. and/or you can record Manual Headcount: specifically, the number of people for whom that number was the case.

    6. When it’s an Achievement tracker

      1. there is a checkbox for each contact in that project

    7. and/or you can record a single number using Manual Headcount, which you optionally can add demographic splits too

  5. On a legacy progress board, the progress bar on the card changes automatically based on the progress that’s been saved

Where else you’ll see the progress story you’ve saved

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