Here’s how to create & set up a new Status Report

• Before you proceed, learn about the anatomy of the Status Report section if you’re not yet familiar.

• From your sidebar, navigate to the My Dash page.

• Scroll to locate the My Status Reports section. Then locate the desired column corresponding to the desired week of the current Quarter you are in.

• First of all, drag the ‘Demo entries’ tab to the far-right so it can be last. You may skip to the next step if there isn’t a ‘Demo entries’ tab in your version.

  • Reason for this is that anything created in the Demo tab is able to be viewed publicly)
  • You want to be creating any entries from the ‘This Quarter’ tab

• To create a new Status Report entry, click ‘New’. For instance, if the day you want to enter the Status Report falls on 8th January, you can just click the New button under Week 2 .

  • You can also click the blue New button on the upper-right side of the table. Note that going via this route will always default the new entry to Week 1 column of the Current Quarter tab (Don’t worry, you’ll always see the relevant alerts to let you know you need to place that entry in the right place).

  • The date is automatically generated based on the day the entry is created (real time) but it can be changed anytime you need to.

    

• Upon doing so, you will be greeted with a side-peek view of the new page you have created. In here, you might notice 1 alert (depending on the column under which you you clicked ‘New’ ).

  • This alert will let you know that you need to assign the correct Column ID which corresponds to the Date of this 1:1 Meeting entry. This can be done by tagging or dragging. Learn more here.