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  1. Click CREATE in the top menu

  2. Select Progress Board

  3. Give your Progress Board a name. Also add a background wallpaper image and profile thumbnail image for the Board.

  4. In the left column is a list of your projects and when you expand the name of the project, it will display the Goals and Subgoals within that project. Tick several of the goals and subgoals of that project. Do the same for your other project.

  5. The goals and subgoals you select will appear in the right column

  6. Press the PUBLISH button. This will save the Progress Board and redirect you to the Board.

  7. On the Progress Board page there is a Card for each of the goals and subgoals that you added. The Card summarises the progress you have logged.

  8. Click the title of each Card. this will launch a popup that contains one or more charts. You can use the options in the popup to change the x-axis that is displayed in these charts. E.g. changing the x-axis from displaying days to displaying months, quarters or years

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  9. Press the blue PLUS button on the card to create a story about that specific goal on that particular project. This is a Quick Update (also known as Instant Update). For more information about how the Progress Boards work, look at this guide: Goal Cards on a Progress Board