Add, edit, or delete stories

Add a story

1. In the left navigation pane, click Collect > Stories. The Stories screen displays.

2. In the upper right corner, click the Add story button.

3. Select the story's content type from the Content type drop-down list. Options are: 

   1. Article 

   2. Interview

   3. Blog Post

   4. Report

   5. and Other.

4. Enter a descriptive title for the story in the Title field (up to 255 characters).

5. Enter the date the story occurred in the Story date field, or select it from the interactive calendar.

6. If you have a link to the original story content, enter it in the URL field, then optionally customize the button text in the Button text field. 

   Please note: you can't enter button text without a URL.

7. Paste or type the story excerpt, summary, or full content into the Summary field (up to 10,000 characters).

8. To capture internal context for your Stories team, such as background information, source emails, or research notes, click the Team notes tab and enter your notes. 

   Please note: team notes are not part of the core qualitative content.

9. If necessary, click the More links and attachments tab to add up to five additional links or files. Click Add link and enter a URL and, optionally, a Label. To add files, click Upload attachment, then Choose file, select your file, and click Open.

10. In the Properties area, select one or more Programs to associate with the story. Click outside the drop-down list to save your selection.
    
    

    Please note: Programs need to be created ahead of time to be added to stories. Learn how to add or edit a program.

11. Select a value from the Sentiment drop-down list. None is a valid selection and means the sentiment is unassigned, not neutral.

12. To apply codes, click Add codes in the Codes area, click a category to reveal its associated codes, click each code you want to apply, then click Confirm selection. Repeat for additional categories.
    
    

    Please note: Codes and categories need to be created ahead of time to be added to stories. Learn how to manage codes and categories.

13. In the upper right corner, click the Save story button. Your story is saved and will appear in the Stories list.

Edit a story

1. In the left navigation pane, click Collect > Stories.

2. Click the tile for the story you want to edit.

3. Hover over the property you want to change and click the pencil icon. Content type, Title, Story date, Source link, Summary, Team notes, Links, Programs, Sentiment, and Codes can each be edited in place; the exact control varies by field. For example, Story date accepts a typed date or a calendar selection, and Source link shows Delete, Cancel, and Save changes options.

Delete a story

1. In the left navigation pane, click Collect > Stories.

2. Click the tile for the story you want to delete.

3. Click the Delete story button in the upper right corner.

4. A confirmation dialog displays. Type DELETE in the text box to confirm.

5. Click the Delete story button. The story will then be deleted from the Stories list. It cannot be recovered once deleted.

Delete multiple stories at once

1. In the left navigation pane, click Collect > Stories.

2. Hover over a story tile and select its checkbox. Repeat for each story you want to delete. A bulk action bar opens at the bottom of the screen.

3. Click the Delete button. 

4. A confirmation dialog displays. Type DELETE in the text field to confirm, then click the Delete stories button. Then selected stories will be deleted.