Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. From the Explore page

  2. From a Collection

  3. From your Library

  4. From the project’s Edit Theory of Change page

  5. From a Strategy

  6. 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

  • 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.

...

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