Project & Story update definitions

What changes to Projects and Stories will be considered an "update" in regards to date-based sorts and filters?

 

Project actions

 

Plan

Actions
Does this change the Update date?
Edit Plan title or description
Edit Plan content
✅ (delay up to 5mins)
Add task to checklist
Insert or append Template
Import Project Plan
Manage Contributors
Export PDF
Edit creation date
Add or remove Label
Add or edit Status
Add or edit Score
Add or remove Subscriber
Add comments
Link to Jira story

 

Data

Actions
Does this change the Update date?

Add data:
 

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

Exports
 

  • Export Report to PDF
  • Export Documents to CSV
  • Export Highlights to CSV
  • Export analysis board to CSV
  • Export people to CSV
Mark Document as processed
Assign team member to Document
Edit Report
Edit Document inside a Project
Create or delete Highlight
Highlight or Document actions:
Add to analysis

Highlight or Document actions:
 

  • Assign Tag or Property
  • Add or edit Sentiment
  • Add to Story
  • Add comment
Automate Project's data (create new Rule)

 

Analysis

Actions
Does this change the Update date?
Move items between Themes
Create or delete Theme
Change Theme colour
Rename Theme
Add or remove Tag (Document or Highlight)
Add or remove Property (Document or Highlight)
Remove from Analysis board (Document or Highlight)
Set Sentiment (Document or Highlight)

 

Report

Actions
Does this change the Update date?
Create or edit content
✅ (delay up to 5mins)
Mark as featured
Add comments
Export PDF
Add or remove Contributors
Import Project Report
Re-arrange Story order
Remove Stories from Project
Add Stories
Add reactions
Read-by users

 

Sharing Settings and Labels

Actions
Does this change the Update date?

Change Project-level Sharing settings for read-only access:
 

  • Plan
  • Data
  • Analysis board
  • Show customer details
Rename associated Labels in the Label Manager

 

 

 

Story actions

Actions
Does this change the Update date?
Edit title
Edit content
✅ (delay up to 5mins)
Edit creation date
Mark as featured
Change Status (Draft, Published, or Archived)
Add or remove Labels
Add reactions
Add comments
Connect Stories together
Add or remove Story from a Project
Rename associated Labels in the Label manager
Set header image
Read-by users

 

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