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You need to create a project first before you can add goals and sub goals to a project |
Explanation video: https://www.loom.com/share/cbe59fd76a9e4bc4bf43996a038184a4
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There are several ways to add Progress Trackers and Outcomes to a project
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From the Explore page
From a Collection
From your Library
From the project’s Edit Theory of Change page
From a Strategy
From a Survey
From the Explore Goals page
The Explore page contains Progress Trackers that can be added to your projects
The Add To Project button appears next to every goal and sub goal on the Explore Goals page
Click
From a Collection
A collection is a group of Progress Trackers, Outcomes, Surveys and Strategies
Each Progress Tracker within the Collection has an Add To Project button on it
Click that button to add the Progress Tracker to one or more of your projects
From your Library
Every user has a Goals Library and if you are an Organisation Admin you also have an Organisation Goals Library
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If you have already
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Every Progress Tracker in the Library has an Add To Project button on it
Click that button to add the Progress Tracker to one or more of your projects
From the project’s Edit Theory of Change page
Every project has an Edit Theory of Change page
It allows you to add and remove project Progress Trackers
From a Strategy
A strategy is a group of Progress Trackers and Outcomes grouped into a template that can be easily added to a project.
Steps
Go to the Strategy page
Select the Use strategy button
Select the project you want to add the Strategy to
Press Save
The Progress Trackers and Outcomes within that Strategy will now appear on the project’s progress panel
How to identify which strategies the Progress Trackers & Outcomes on a project come from
From a Survey
When a survey is added to a project (i.e. when a Survey Campaign is created), the Progress Trackers within the survey are automatically added to the project