How can I edit insights?

For managers with admin privileges, there are two options: 1) you may edit the insight directly, or 2) you may convert the insight to a draft and ask your MSL to edit and re-submit. Here are steps:

To edit insights directly

  1. Go to the Home page, select an Initiative and scroll down to view free-text insights

  2. Once you’ve found the insight you’d like to edit, click on the insight

  3. Under the insight text, click the blue “Edit” option

  4. Make your edits and click “Save”

See example below.

To convert insights to a draft and ask your MSL to edit and re-submit

  1. Go to Reports, select Team Activity and scroll down to view free-text insights

  2. Once you’ve found the insight you’d like to edit, click on the insight

  3. In the upper right corner, click “Convert to Draft”

  4. Click the button to “Convert to draft and send to the creator to edit”

  5. Optional: add a message with instructions for your MSL (for example, “Please revise this insight and re-submit. Thank you!”)

  6. Click “OK”

This will convert the insight to a draft and send an email notification to your MSL. See example below.

Need more help? Watch this video.