Timeline Updates from the My Home

You can create Timeline Updates from two places:

 

Timeline Updates are also called the Build A Story section

Watch the walkthrough

https://www.loom.com/share/ca09e93a35b84f16958df0a0b2bf480b

Steps

  1. Go to the Homepage

  2. Start typing in the text box

  3. The text box will expand into the Timeline Update panel

  4. Use the Project dropdown list to choose which project the update is about

  5. Select the project

  6. Select the Date tab to backdate the update

  7. Select the Location tab to add a location to the update

  8. Use the Attach tab to add images, documents or other files to the update

  9. Select the Add progress tab to add Progress Trackers to the update

  10. You will be prompted to choose the contact that you want to tag in the update

  11. You can select multiple contacts

  12. Press the Refresh button

  13. Press the Activity tab to see a list of Activity Trackers being used on that project. Enter the number for each Tracker.

  14. Press the Interactions tab to see a list of Attendance Trackers being used on that project. Tick off the Trackers that relate to each contact

    You can tick multiple Trackers

  15. Press the Impact tab to see the Outcomes used on the project and their Progress Trackers. There might be a mix of Achievement Trackers (tick box), Multiple Choice Trackers and Numerical Trackers.

  16. Input the data

  17. Press the Post button in the top right to save the update

  18. That’s it.