A touchpoint can be defined as any way a consumer can interact with a business. You can create a visual representation of a touchpoint in your map. You can assign colors and icons for each touchpoint and also attach pictures and files to it.

Creating Touchpoints

You can create individual touchpoints on your project map by clicking on a ‘+’ sign.

New touchpoints are empty by default. To add details to each touchpoint, simply edit each touchpoint by clicking on it.

Editing a Touchpoint

When you click on a newly created touchpoint, a new panel opens up on the right side of the project map.

In this panel, you can fill in the field to give more meaning to the touchpoint. You can copy and delete a touchpoint in this panel as well. You can also add notes, files and attachments. For some plans, you can add initiatives and tasks.

To copy a touchpoint, click on it to open the attributes panel, then click the Copy button. This option comes in handy when a touchpoint with the same name and attributes needs to appear in more than one column or row. Once you copy it, the touchpoint is still editable, in case the copy is not an exact duplicate.

To delete a touchpoint, click on it to open the attributes panel, then click the Delete button. You will be prompted with a confirmation message to remind you that clicking the Delete button will delete the touchpoint from all views, reports, or charts where it may be used.

To see a history of all changes made to a touchpoint, click on the History button.

Note: The touchpoint attributes panel that you’ll see when you click on a touchpoint is the same one that you’ll see when you click a touchpoint in the Report View. Changes made in either view will be carried over to the other. This same attributes panel is even displayed under the Notes and History tabs of the main navigation.

Adding Files and Notes to a Touchpoint

You can add notes and attach files to a touchpoint by clicking this button. You can upload files directly to the touchpoint or you can attach a link to the attachment here.

Track Touchpoint Changes

Touchpoint Dashboard makes it easy for you and your collaborators to monitor all changes that are made to each touchpoint in your project. To do this, follow the steps below:

  1. Click on any touchpoint to open the Edit Touchpoint panel. 
  2. Click 'Activity' to view the changes

The list of changes associated with the touchpoint displays. The history includes information:

  • Date of change
  • Type of change made
  • Person who made the change

The changes are listed in descending order of date, with the most recent change at the top of the list.

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