Simplifying with Tracker Collections
If you haven’t tried defining and using a Tracker Collection, you’re missing out on what may be a great time saver for your Diary Entry process. The following items will give some examples of how to use Tracker Collections.
Normally when creating a new Diary Entry, you need to select the Tracker items you want to include. That’s great for giving you the flexibility to choose only those items that you need, but what if you always want to use the same items in your Diary Entry? Then that flexibility can become a burden. But with Tracker Collections, you can streamline the Tracker selection process.
Defining a Tracker Collection
To create a Tracker Collection, simply (1) Select the Tracker items you want to include and (2) Then tap the “New Collection” button. You’ll be asked to provide a unique name for the collection. Once saved, you can view the Tracker Collection by (3) Tapping the “Apply a Collection” button.
Select your Tracker Items
Tap “New Collection” and Save
Tap “Apply a Collection” to review
Using the Tracker Collection
Once defined, you’re ready to start using the new Tracker Collection. There are a few ways to use a Tracker Collection in your Diary Entry workflow. Which one is right for you will depend on your personal needs, but we’ll illustrate each one here starting with the least degree of automation to the greatest.
In this example workflow, let’s consider the situation where you sometimes create a Diary Entry that utilizes the same group of Tracker items. Maybe it’s your first entry each day or the after dinner entry, etc. The point is that normally you use the manual selection of Tracker Items to build your Diary Entry, but there are those times where you are selecting the same items as before.
For those entries where you have previously defined a Tracker Collection, simply tap the Apply a Collection when you open the Tracker Selection screen. This will open the Collection table and you can select the Tracker Collection you want to apply. With this workflow, you save a few taps since the items are already grouped together in the Collection.
Now let’s consider a situation where you’ve been able to define a Tracker Collection for each of the types of entries you create. Maybe you’ve created one for a morning entry, one for breakthrough pain entries, one for bedtime, etc. In this scenario, you almost always select one of your predefined Collections rather than manually selecting Tracker items.
If this is the case, you can change a setting which will automatically display the Tracker Collection table rather than the Tracker Selection table when creating a new Diary Entry. This saves another tap since you don’t have to choose the “Apply a Collection” button.
To enable this workflow, go to the Settings tab, then Diary Preferences, then Tracker Collection Prefs. Set the “Jump to Collection Table First” to ON. Now you will automatically jump to the Collection table when creating a new entry. That said, if you need to, you can always manually change the Trackers included in the Diary Entry just like before.
Default Diary Entry Format
For the ultimate in automation, let’s now consider a workflow where you want to use the same group of Tracker items for every Diary Entry you create. If this is the case, then you can define one of your Tracker Collections as the “Default” Diary Entry structure. All new Diary Entries will be created with those Tracker items already added to the Diary Entry, so you can jump right into data entry mode.
To enable this feature, go to the Tracker Collection table and tap the “Make Default” button on one of your Tracker Collections. That’s it. Now each new Diary Entry will contain the Tracker items from that Collection. As in the other workflows, you can still go back and modify the Tracker items after the fact, so you’re never limited by the automation.