How do I link a touchpoint to a cycle?

Learn how to link meetings or observations on the Cycles Dashboard!

Please note: this article is primarily for users with a Coach role and above at districts that utilize the Cycles Dashboard.

If you started your touchpoint via the Start menu, the Touchpoint Dash, or the User Profile, you'll need to manually link it in the Cycles Dash. This will ensure that the touchpoint counts toward this cycle! Go to the Cycles Dashboard by going to Reports > Cycle Reports > Cycles Dashboard.

Make sure to pick your desired Cycle from the dropdown menu and then click Update Filters.

Next, locate the user you are linking feedback for. Click the arrow to the left of their name.

A dropdown will appear and you can find your required touchpoints. If you have a touchpoint that meets the criteria of the cycle, a navy link icon will appear. Click here.

Now you can directly link the touchpoint necessary using the green link button.

Your touchpoint will now appear as a completed cycle event!

Do you need more information?

Click the Support and Feedback button or email us at [e-mail]