How the Quick Update popup works

The Quick Update Popup lets you create a story about a single metric (i.e. indicator or progress tracker).

 

You can either post a Quick Update from the Homepage or from a Progress Board.

Tour of the Quick Update popup

Component

What it does

Component

What it does

States Filter

By default the Project Contacts box displays contacts in the Enrolled state. Use the filter to display contacts in the project’s Waiting List, Alumni or Declined state(s)

Progress Tracker

The name and icon of the single Progress Tracker that progress is being logged towards in this story

Progress from Tagged Contacts

This box displays the project’s contacts. You can log progress for one or more contacts by ticking their name.

Add to the story

You can:

  • Add a text narrative

  • Add an attachment

  • Change the date of the story

  • Add a location - using Google Address Lookup

Select Project

When viewing an Album Card, you can select any one of the projects within the album, as long as the project uses this Progress Tracker.

Total progress logged in the story

This is the sum of the progress from tagged contacts and the anonymous progress

Anonymous Progress 

Enter the amount of anonymous progress that you want to log towards this Progress Tracker. E.g. the number of attendees whose names are not in your database as project contacts.

Categorise the Anonymous Progress 

Optionally disaggregate the anonymous progress number according to characteristics, e.g. demographic fields such as Age Range, Gender, Ethnicity, etc.

How to create a Quick Update story

All stories created using the Short Story popup (Quick Update popup) use the default survey of the project that the study is saved in; A project's default survey

Related articles