Project & Story update definitions

Action

Does this change the Update date?

Edit Plan title/description

✅

Edit Plan content

✅ (delay up to 5mins)

Add task to checklist

❌

Insert/append template

✅

Import Project Plan

✅

Manage contributors

✅

Export PDF

❌

Edit creation date

❌

Add/remove project label

✅

Add/edit status

✅

Add/edit score

✅

Add/remove Subscriber

❌

Comment (inline or plan level)

❌

Link to JIRA

❌

Action

Does this change the Update date?

Add data:

• Add existing feedback
• Create note
• Import documents
• import spreadsheet
• Upload video
• Upload audio

❌

Exports

• Export summary to PDF
• Export inbox doc/highlights to CSV
• Export analysis board to CSV
• Export people to CSV

❌

Mark document as processed

❌

Assign team member to document

❌

Save report

❌

Edit document inside a project

❌

Create/delete highlight

❌

Highlight & document actions:

• Add to analysis

✅

Highlight & document actions:

• Assign tag/property
• Set/edit sentiment
• Add to story
• Comment

❌

Automate project inbox (create new rule)

❌

Action

Does this change the Update date?

Move items between theme

❌

Create/delete theme

✅

Change theme colour

❌

Rename theme

❌

Add/remove tag (document & highlight)

❌

Add/remove property (document & highlight)

❌

Remove from analysis (document & highlight)

✅

Set sentiment (document & highlight)

❌

Action

Does this change the Update date?

Create/Edit content

✅ (delay up to 5mins)

Mark as featured

✅

Comment (inline or summary level)

❌

Export PDF

❌

Manage contributors (add/remove)

✅

Import project summary

✅

Re-arrange Stories

❌

Remove Stories from project

❌

Add a Story

❌

Add reaction

❌

Setting read-by

❌

Action

Does this change the Update date?

Change share settings for read-only user:

• Plan
• Inbox
• Analysis board
• Show customer details

❌

Renaming label in label manager

❌

Rule actions

Does this change the Update date?

Automatically added document

❌

Assign tag

❌

Assign property

❌

Set document’s sentiment

❌

Delete documents

❌

Action

Does this change the Update date?

Edit title

✅

Edit content

✅ (delay up to 5mins)

Edit creation date

❌

Mark as featured

✅

Change status (Draft/Published/Archive)

✅

Add/remove story label

✅

Add reaction

❌

Comment (inline or Story level)

❌

Link a Connected Story

❌

Link/remove story from a project

✅

Renaming label in Label manager

❌

Setting header image

❌

Setting read-by

❌