Timeline Updates from the My Home
You can create Timeline Updates from two places:
My Home
Timeline Updates are also called the Build A Story section
Watch the walkthrough
https://www.loom.com/share/ca09e93a35b84f16958df0a0b2bf480b
Steps
Go to the Homepage
Start typing in the text box
The text box will expand into the Timeline Update panel
Use the Project dropdown list to choose which project the update is about
Select the project
Select the Date tab to backdate the update
Select the Location tab to add a location to the update
Use the Attach tab to add images, documents or other files to the update
Select the Add progress tab to add Progress Trackers to the update
You will be prompted to choose the contact that you want to tag in the update
You can select multiple contacts
Press the Refresh button
Press the Activity tab to see a list of Activity Trackers being used on that project. Enter the number for each Tracker.
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
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.
Input the data
Press the Post button in the top right to save the update
That’s it.