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Kalever
  • How We Work
  • The Platform
  • Why Kalever
  • Resources
    • Articles
    • Product Decks
    • Case Studies
  • Contact

Getting Started

4
  • Your Kalever Dashboard: An Overview
  • How to Create a New Project
  • Managing Notifications, Members, and Project Settings
  • Navigating the Project Dashboard

Pricing tool

2
  • How to Create a New Quote
  • How to Download, Edit, and Duplicate Quotes

Survey Creator

5
  • How to Start a New Survey
  • Editing Your Survey: A Guide to the Classic Editor
  • Advanced Options: Exports, Imports, and Version Control
  • A Deep Dive into Adding and Editing Survey Elements
  • Using Custom Modules for Advanced Exercises (MaxDiff, Conjoint, etc.)

TrackEntry Tool

4
  • Introduction to TrackEntry: Access and Overview
  • How to Create, Edit, and Manage Entries
  • Using Live Chat for Real-Time Communication
  • How to Integrate TrackEntry with a Decipher Survey

Codebooks Tool

2
  • Creating a Codebook for Open-Ended Data
  • How to Edit and Manage Your Codebook
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  • Home
  • Knowledge Base
  • TrackEntry Tool
  • How to Create, Edit, and Manage Entries

How to Create, Edit, and Manage Entries

Entries are the core of TrackEntry, used to log feedback, assign tasks, and track issues. This guide covers the full lifecycle of an entry.

How to Create a New Entry #

  1. From the main TrackEntry dashboard, click the  button in the top-left corner.
  2. The “New entry” pop-up window will appear.
  3. Fill in the following details:
    • Question ID (Required): Enter the specific question number or identifier this entry relates to. Use “General” for project-level feedback.
    • Priority (Required): Select a priority level from the dropdown (e.g., Minor, Moderate, Critical).
    • Tags: Add one or more tags to help organize and filter entries.
    • Attachments: Click the paperclip icon  to attach relevant files, such as documents.
    • Screenshots: Click the screenshot icon to capture what is on your screen for better understanding of the task.
    • Description (Required): Provide a clear and detailed description of the task, issue, or feedback. You can use the rich text editor to format your text. You can also use the speech to text functionality.
  4. Once complete, click the Submit button.

How to View and Edit an Existing Entry #

To view the details of any entry, simply click on its row in the main dashboard. This will open the Overview window.

From this window, you can:

  • View All Details: See a complete summary of the entry, including its creator, status, priority, and description.
  • Edit an Entry: Click the Edit icon  at the top right to modify any of the entry’s details.
  • Delete an Entry: Click the Delete icon  to remove the entry. This is only possible if the entry has an “Open” status.
  • View and Add Comments: The lower section of this window displays all comments related to the entry. Click the chat bubble icon  to add a new comment and continue the discussion.
  • Manage Attachments: View all files attached to the entry or add new ones.

Introduction to TrackEntry: Access and OverviewUsing Live Chat for Real-Time Communication
Table of Contents
  • How to Create a New Entry
  • How to View and Edit an Existing Entry

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