Console
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Note: this is a Champion feature. If you are not a member of a Champion, this will not be a feature available to you. Find out more about non-Champion features here!

 

 


Purpose of Console

For Champions (who often support multiple people at once) Console allows you to track the progress that each person makes towards their goals. Console provides a place to create a growth relationship with growees, recommend To-dos, track progress on recommendations, and provide timely responses to each person.

 

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Who is Console designed for?

Console is used by Champions—coaches, mentors, teachers—to review and manage the people they're helping to grow.

 

What is a growth relationship?

A growth relationship is a link between two people. One person (the Champion) helping another person (the growee) to grow. Currently, a growth relationship begins when a Champion member recommends a To-do to someone from Console, and the relationship continues through additional recommendations and messaging.

 

Growth relationships only allow a Champion to track the progress of growees they are specifically responsible for growing, rather than all of the users connected to the Champion. 

 

Console is the area that displays growees' progress towards their recommendations. As a Champion sees how much progress growees have made, the Champion can reach out, encourage, and hold them accountable to their To-dos.

 


 

Accessing Console

Web

  1. Log in to polymer.gloo.us
  2. Click your Profile icon
  3. Click a Champion from the list to switch to that Champion perspective

 

iOS/Android app

  1. Log in to the app
  2. From the bottom navigation, tap your Profile icon
  3. Tap the dropdown arrow in the top left
  4. Tap a Champion from the list to switch to that Champion perspective

 

Recommending To-dos

Web

  1. Follow the steps above to access Console on web
  2. On the User Management page, search for the person to recommend the To-do to, then click the dropdown arrow next to "Manage" and click either Assign Content (to recommend content) or Assign Action Item (to create a To-do that is not linked to anything)
  3. If assigning content, you can add additional people to send the content to by searching for their name and clicking to add them
  4. Configure the To-do
    • For Assigning Content...
      • Configure the To-do with your Champion's own Content
      • Add a Due Date (optional)
      • Click the Assign button
    • When an Assigning Action Item...
      • Set a Name for the To-do (This is seen by the recipient.)
      • Add a Due Date (optional)
      • Click Add Another Action Item to add more
      • Click the Send button

 

iOS/Android app

  1. Follow the steps above to access Console on the app
  2. Tap the + in the top right then tap Create To-do
  3. Search for and tap to select the person (or people) to recommend the To-Do to, then tap the Add # Person/People button at the bottom
  4. Tap Add To-do
  5. Configure the To-do
    • Set a Name for the To-do (This is seen by the recipient.)
    • Set a Description (optional)
    • Configure the To-do with either Content or a Link (optional)
    • Add a Due Date (optional)
  6. Tap the Done button
  7. Repeat steps 4 and 5 to add more To-dos, if there is more to recommend to the selected recipients
  8. In the "Recommend as" section, tap to select who will be displayed as recommending the To-do(s)
  9. Tap the Send button

 

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Priority Cards and Updates (app only)

Priority Cards and Updates suggest actions for you to take based on the progress for each To-do you've recommended to someone. You can follow these suggestions to provide encouragement, track progress, and send a message someone. If you choose to send a message, it will send the persona a notification and appear in their list of Direct Messages.

 

Priority Cards

  • Recommended To-dos that have impending due date will display color-coded Priority Cards in your Console. These help you quickly see the progress on To-do recommendations you've sent.
    • Green cards appear when someone has fully completed their recommended content.
    • Yellow cards appear when someone has completed less than 50% of recommended content that is due in less than 4 days.
    • Red cards appear when someone has completed 0% of recommended content that is due in less than 2 days.
  • Here are actions you can take to organize and use Priority Cards:
    • Tap on the Priority Card to see a more detailed view of the recommendation and take action
    • Swipe a Priority Card to the right to save a card to follow up later
    • Swipe a Priority Card to the left to delete the card
    • Pull down to refresh the list

 

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Updates

  • Recommended To-dos without due dates will display a color-coded Updates list below the Priority Cards.
    • Green dots indicate someone has started or completed their recommended content.
    • Yellow and red dots warn you when no progress has been made within 30 days of recommending the To-do.
  • Here are actions you can take to organize and use the Updates list:
    • Tap on the Update to see a more detailed view of the recommendation and take action
    • Swipe left to right on the Update on the Activity List to take action to an Update
      • You can give a thumbs up, send a message, add a To-do, or delete the Update
      • Pull down to refresh the list

Note: Yellow and red Priority Cards and Updates will not appear within 24 hours of recommending the To-do, in order to provide an opportunity to begin the task.

 

 

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