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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