Boards are a visual way to report and analyse progress. However you can also use them to
Add progress (using the Quick Update popup)
Share ideas and best practice (using the Tips popup)
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What to include on your boards
There are four main user cases for ways to use Boards:
Single-project Survey Campaign
Multi-project Survey Campaign
Single-project Highlights
Multi-project HighlightsSurvey results on a single project
Survey results from multiple projects
Highlights from a single project
Highlights from multiple projects
Type of Board | What it’s used for | How to create this type of Board |
|---|---|---|
Single-project Survey Campaign Survey results on a single project | Report and analyse Distance Travelled for individual survey questions on a single project |
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Multi-project Survey Campaign Survey results from multiple projects | Report and analyse Distance Travelled for individual survey questions across multiple projects |
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Single-project HighlightsHighlights from a single project | Report and analyse results from your choice of Progress Trackers on a single project |
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Multi-project Highlights from multiple projects | Report and analyse results from your choice of Progress Trackers aggregated from across multiple projects |
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Managed or Basic? How to choose
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your type of board
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In each case you can create a Managed Board or a basic Board.
If you plan to share the Board with colleagues, create a Managed Board.
If you are the only person who will look at your Board, create a basic Progress Board