Page Comparison

Managed Progress Boards are Progress Boards that you can invite other people to interact with whereas basic Progress Boards can only be used by a single Board Admin.

How to tell if your board is a Managed Board or a basic Progress Board

• They display the Managed title in their sub menu

• If you are a Board Admin you will see the Edit Managed Board button in the sub menu

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Information you can display on a board

• Performance Trackers

  • Number of New Contacts added to the organisation per Month

  • Number of Contacts Interacted with across the organisation per Month

• Progress Trackers

  • Achievement Trackers

  • Activity Trackers

  • Attendance Trackers

  • Multiple Choice Trackers

  • Numerical Trackers

• Outcome Summaries (available Q3 2021)

• Survey Summaries (available Q3 2021)

Getting Started with Managed Progress Boards

• Create a Managed Progress Board

• Use a Managed Progress Board as a Participating Contact

• Use a Managed Progress Board as a Board Colleague

• Edit a Managed Progress Board

• Archive a Managed Progress Board

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