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To catchup on progress using a Progress Board you must either create a Progress Board of your own or be invited to a Managed Progress Board |
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This displays a Card for each goal (or sub goal) being tracked
Each goal and sub goal for Progress Tracker used on a project or album is shown on can have its own individual card on your Board
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Compare view
Clicking Compare will load the Compare chart where you can see the progress being made towards several project goals, project sub goals, album goals and album sub goals Project-level Progress Trackers and Album-level Progress Trackers in a single chart
Switch perspectives
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Progress bars on each Card automatically update to show progress logged by all your colleagues
If your project or album goals (and sub goals) Progress Trackers have Targets, those targets are displayed in a lozenge below the progress bar
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When ticked, it filters the board to only display the Goal Cards that you have been assigned to
My Cards Only is ticked by default whenever you load a Managed Progress Board
Card Filters
Press the Filter Cards button in the board’s sub menu
The board will show you the number of Cards that match the criteria set by your filters
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To use the Teams filter you need to first create a team as a way of organising the colleagues across your organisation |
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By default all Cards are visible to everyone who is a Project Colleague and to Organisation Admins.
However you can assign goals metrics to particular people and change the visibility setting for particular project goals so that only a limited group of people know that the project goal metric even exists.
This is suited to the scenario where you are using a Managed Progress Board to track your employees' progress towards their personal development goals.
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This allows you to filter Cards based on who has been assigned to post updates about that project goalmetric.
The faces of people who have been assigned to a project goal automatically appear on the Goal Card
By default, all Project Reporters are assigned to all project goals and sub goals within a project
This can be changed on the Assign Project GoalsMetrics page
Filter by Project
This allows you to filter cards based on the project that the goals and sub goals belong to
Filter by
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Metric
This allows you to filter cards based on the goals and sub goals being tracked
A goal and sub goal Progress Tracker can be tracked on multiple projects and albums
This allows you to compare progress towards common goals Progress Trackers across different projects
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