A guide for Insights Managers to track stories in progress within a project and follow up with Contributors
Overview
💡 You can only send a reminder to Contributors who have accepted your Story Invitation. Please note that reminders are not available for Field Reporters who created a story with a Story Preset and Guest users who use Community Link.
Step One: Go to the Send Reminders page
Once you sign in, click on your workspace name in the left navigation panel (on desktop) or press the menu button in the top left and press on your workspace name from the panel (on mobile devices).
On desktop | On mobile devices |
Next, select a project and click on Send reminders.
Alternatively, you can also go to the Project Dashboard and click on Send Reminders.
Step Two: Send reminders to Contributors
If you feel like your Contributors might need a reminder to complete the task, you can click the check box next to their names and click on the Send reminder button.
This will send a gentle email reminder prompting them to complete their story before the due date.
In addition to tracking stories at the project level, you can also monitor stories in progress within a specific invitation in the Invitation Overview.