You can become a pro at Makerble faster than you think.
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Recognise / View / Know what it is
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Use it (e.g. tagging a contact)
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Creating
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Edit
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Delete
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Stories
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Module A - Lesson 1 - Progress tagged to contacts
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Module A - Lesson 1 - Progress tagged to contacts
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Module A - Lesson 1 - Progress tagged to contacts
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Module B- Lesson
https://makerble.atlassian.net/l/cp/AR1ErmtB (can be skipped)
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Module B- Lesson
https://makerble.atlassian.net/l/cp/ymN17U0v (can be skipped)
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Contacts
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Module A- Lesson 2
https://makerble.atlassian.net/l/cp/5zqXkqd1
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Module A- Lesson 2
https://makerble.atlassian.net/l/cp/8q1e0A2j
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Module A - Lesson 2
Creating contacts
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Module B- Lesson
https://makerble.atlassian.net/l/cp/Wmzd1Dv1 (can be skipped)
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Module B- Lesson
https://makerble.atlassian.net/l/cp/MNV9QyEc
(can be skipped)
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Projects
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Module A- Lesson 2
https://makerble.atlassian.net/l/cp/0zTraQ8C
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Module A- Lesson 2
https://makerble.atlassian.net/l/cp/YhwsdUqF
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Module A- Lesson 2
https://makerble.atlassian.net/l/cp/ZGzmApoq (can be skipped)
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Module B- Lesson
https://makerble.atlassian.net/l/cp/4R9JwH6W (can be skipped)
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Module B- Lesson
https://makerble.atlassian.net/l/cp/pFnr9ysy
https://makerble.atlassian.net/l/cp/3J1H7kzb
Can be skipped
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Progress Boards
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Module A - Lesson 1 - Progress tagged to contacts
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Module A - Lesson 1 - Progress tagged to contacts
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Module B- Lesson
https://makerble.atlassian.net/l/cp/dSey7RQd
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Module B- Lesson
https://makerble.atlassian.net/l/cp/xyeLYjm7 (can be skipped)
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Module B- Lesson
https://makerble.atlassian.net/l/cp/feAJPx26 (can be skipped)
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Users
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Module A- Lesson
https://makerble.atlassian.net/l/cp/yHwp7674
https://makerble.atlassian.net/l/cp/qyeAzm95
(can be skipped)
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Module A- Lesson
https://makerble.atlassian.net/l/cp/pHgu1xQM (can be skipped)
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Module A- Lesson
https://makerble.atlassian.net/l/cp/GtUFCRCs (can be skipped)
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Contact Forms
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Module A- Lesson
https://makerble.atlassian.net/l/cp/WtdBF6j4
(can be skipped)
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Module A- Lesson
https://makerble.atlassian.net/l/cp/cfYMgsKx
(can be skipped)
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Module A- Lesson
https://makerble.atlassian.net/l/cp/Xc6T3TrT
(can be skipped)
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Module B- Lesson
https://makerble.atlassian.net/l/cp/5mwEfw6P
(can be skipped)
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Module A- Lesson
https://makerble.atlassian.net/l/cp/CZZ117cE
(can be skipped)
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Surveys
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Module A- Lesson
https://makerble.atlassian.net/l/cp/CHZe9QiT
(can be skipped)
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Module A- Lesson
https://makerble.atlassian.net/l/cp/CHZe9QiT
(can be skipped)
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Module B- Lesson
https://makerble.atlassian.net/l/cp/dVT0jw7s (can be skipped)
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Module B- Lesson
https://makerble.atlassian.net/l/cp/ZbVzcJWX
(can be skipped)
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Module B- Lesson
https://makerble.atlassian.net/l/cp/2JDU905D
https://makerble.atlassian.net/l/cp/KrmEZwPc
(can be skipped)
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Project Forms
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Module A- Lesson
https://makerble.atlassian.net/l/cp/16nrqNbF
can be skipped
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Module A- Lesson
https://makerble.atlassian.net/l/cp/16nrqNbF
can be skipped
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Module B- Lesson
https://makerble.atlassian.net/l/cp/eomvL06B
can be skipped
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Module B-Lesson
https://makerble.atlassian.net/l/cp/dnV1Hzjz
can be skipped
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Module B-Lesson
https://makerble.atlassian.net/l/cp/dnV1Hzjz
can be skipped
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Event Categories
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Module A- Lesson
https://makerble.atlassian.net/l/cp/x9xj16bW
can be skipped
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Module A- Lesson
https://makerble.atlassian.net/l/cp/pqXskeD1
can be skipped
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Module B- Lesson
https://makerble.atlassian.net/l/cp/5PrEN9PH
can be skipped
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Module B- Lesson
https://makerble.atlassian.net/l/cp/MQk0T1w7
can be skipped
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Module B- Lesson
https://makerble.atlassian.net/l/cp/x9xj16bW
https://makerble.atlassian.net/l/cp/MQk0T1w7
can be skipped
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Story Labels
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Module A- Lesson
https://makerble.atlassian.net/l/cp/eobmfX6j
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Module A- Lesson
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Contact Flags
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Contact Roles
Curriculum
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Module Name
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Description (Lessons)
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Who is it for
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Basics part 1: Contacts & Stories & Projects
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Contacts
what is a contact - broadly, what can you do with one
makerble brings all your contacts together. Highlights of:
Category Splits tab
Productivity tab
create a contact while NOT signed in - i.e. using a Signup Page (that creates several contacts)
get a notification
they’re added to the waiting list
create a contact while signed in
view their profile (what are SOME of the things on the profile) - e.g. relationships, referrer
move a contact between Project states: i.e. from the Waiting List to the Enrolled list of a project
find a contact - search, filters
how to post a story on the timeline of a contact - includes adding location, date happened, attachment
Stories
what is a story
how to see a story (in newsfeed)
how to create a story (e.g. using Quick Update popup)
how to see story on project timeline
Projects
how to see cumulative of progress from individual stories on the project’s Progress Panel
see all the contacts in a project
see the coworkers in a project
what is a project
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Everyone
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Basics part 2
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Contacts
Edit a form on a contact’s bio e.g. if their phone number has changed
Add an existing form to a contact’s bio
add a relationship to contact (e.g. their parent)
add a flag to a contact
mark the referrer of a contact
add signposting to a contact
see the referrers per month chart
see the signposting per month chart
Stories
add a label to a story (e.g. the case study label)
complete a survey for a single contact
edit a survey response (or story) you posted
send a survey to one or more contacts (via sms/email) with reminders
see the Response Rate
see the survey results
Projects
see the surveys added to a project
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Everyone
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Event basics
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what is an event
how to find an event
go from the project page: events button
event filters
my apps
my home
how to message event guests
how to record attendance at an event
how to see attendance report
create an event
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Everyone
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Cases basics
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what is a case
find a case
see a case’s stories
record time spent on a case
see total time spent on cases
create a case
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Everyone
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Progress (Metrics) basics
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What is progress/impact?
looking at each Stage of the progress panel (from activity, to attendnce, to short long, outcomes, and indicators)
Progress Boards
adding cards to a progress board
Posting an update about each type of progress tracker
and seeing that on the progress board
as a Card
and as a Popup
filtering that information using
Contact Filters
Story Filters
knowing that information is also saved on the project page
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Everyone
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Collaboration basics
Communications
Conversations
SMS broadcast
Email broadcast
notification of replies
Notifications in general
User Profile - customising your profile
see your stories
Homepage
commenting on stories
liking stories
Finding connections (other users)
Chat (with other users)
Tasks
find
create
delegate
mark as done
Tips
find
discuss
create
add to collection
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Setting up Projects for Contacts
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how to divide your work into projects Design your hierarchy of projects and albums
introducing the idea of albums
how to add projects to albums
seeing album level progress on a Progress Board
Waiting List and other states
turning it on
seeing the number in each state (Project States tab of the Contacts App)
filtering by Project State
manage your contact forms
see all your forms
details tab: (understand concept of a single field being in MANY forms)
design your roles
create a contact form
choose a role
create the list fields first
add existing fields to the form
create new fields to add to the form
change the order of the fields
choose multiple choice setting
adding contact forms to a project
create a signup page
a fixed signup - choosing the states etc
a flexible signup page
reporting on contacts created per Signup Page
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Org Admins
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Setting up Metrics
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Creating each of the 5 stages of metrics - activity, attendance, outcomes,,,indicators
adding each to a project
seeing them on the project page
adding each to a Strategy
adding a strategy to a project
seeing the strategies used on a project
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Org Admins
Setting up Surveys
Creating your own Surveys
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Create a basic survey
questions library contains
metrics
custom fields (from your contact forms)
creating questions including
non-shared answer choices and creating other questions in the popup
shared answer choices
turning on One Field per Contact
skip logic
seeing which metrics (questions) are used on which surveys
See which surveys a single project is using
Add survey to project
See that surveys added to multiple projects
See the questions used across surveys
Explore Surveys page
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Organisation Admin
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Turning on Advanced Survey Features
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360° Surveys
perspective providers
Edit Mode - editing a survey’s questions from the Survey Profile
Outcome Charts
Survey Summary Charts
Waves
Survey Question Wording
Multi-project Analysis
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Org Admins
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Setting up Events
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Designing the event creation form
Choosing the Guest Background Information Fields
Designing the Event Guest Booking Form
Choosing event states (event guest statuses)
Adding event roles
Turning on Events in a project
Multiple event categories
Assigning multiple Event Categories to a project
turning on Event Timesheets
Event Signup Pages
Event Self Check-in Surveys
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Org Admins
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Advanced Reporting
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Maps
Targets (including Deadline) at album and project level
Creating collections
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Import & Export
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Imports
what you can import
Exports
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Automations
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what is an automation
criteria - different types
actions - different types
create
edit
view logs
disable
delete
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Org Admins
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Sharing - access, Privacy, Ownership
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contacts
stories
projects
managed progress boards and progress boards
colleagues
metrics
strategies
surveys
project metrics
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Org Admins
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Integration: Mailchimp
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what is it
seeing mailchimp info about a contact
tagging manually
tagging with an automation
setting it up
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Integration: Gmail
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Integration: Google Cal
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Integration: Google Drive
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Integration: Wildix
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Troubleshooting
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Org Admins
Module A
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WORKFLOW
(click the blue link to read the 'How To' guide)
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Stage
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App this relates to
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Device type
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Workflows that only Organisation Admins can do
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Workflows that only Organisation Admins or Project Managers can do
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Time Taken in a Training Session (minutes)
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Internal language used at your organisation to describe this
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Add a metric (e.g. Attendances) to a project
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Platform Setup & Management
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Projects
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Computer
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Yes
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Yes
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00:10:00
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Add a new Referral Partner or Signposting Partner
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Platform Setup & Management
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Contacts
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Computer
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00:04
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Add users to a project and remove users from a project
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Platform Setup & Management
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Projects
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Computer
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Yes
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Yes
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00:02
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Platform Setup & Management
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Projects
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Computer
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Yes
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Yes
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00:03
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Platform Setup & Management
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Contacts
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Computer
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Yes
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Yes
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00:05
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Platform Setup & Management
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Surveys
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Computer
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Yes
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Yes
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00:05
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Platform Setup & Management
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Contacts
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Computer
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Yes
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Yes
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00:04
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Allow a project to have events
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Platform Setup & Management
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Contacts
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Computer
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Yes
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Yes
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00:04
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Allow a project to have timesheets
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Platform Setup & Management
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Contacts
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Computer
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Yes
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Yes
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00:04
...
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Platform Setup & Management
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Projects
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Computer
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Yes
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Yes
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00:04
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Platform Setup & Management
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Contacts
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Computer
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Yes
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00:10
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Create a new type of Contact Role
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Platform Setup & Management
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Contacts
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Computer
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Yes
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00:04
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Platform Setup & Management
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Contacts
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Computer
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Yes
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00:04
...
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Platform Setup & Management
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Projects
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Computer
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Yes
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00:10
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Platform Setup & Management
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Contacts
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Computer
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00:10
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Create a relationship category
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Platform Setup & Management
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Contacts
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Computer
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Yes
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00:04
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Platform Setup & Management
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Surveys
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Computer
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00:10
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Platform Setup & Management
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Contacts
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Computer
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Yes
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00:04
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Edit the fields within a Contact Form
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Platform Setup & Management
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Contacts
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Computer
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Yes
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00:10
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Platform Setup & Management
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Contacts
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Computer
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Yes
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00:06
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Platform Setup & Management
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Contacts
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Computer
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Yes
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00:04
...
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Platform Setup & Management
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Surveys
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Computer
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00:10
...
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Platform Setup & Management
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Contacts
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Computer
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Yes
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00:04
...
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Platform Setup & Management
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Contacts
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Computer
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Yes
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00:04
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See all your organisation's projects
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Platform Setup & Management
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Projects
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Computer
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00:04
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Manage 'Organisation Control' of users' account
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Platform Setup & Management
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Personal Profile
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Computer
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Yes
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00:05
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Organise your Referral Partners
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Platform Setup & Management
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Contacts
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Computer
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Yes
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00:05
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Organise your Signposting Partners
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Platform Setup & Management
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Contacts
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Computer
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Yes
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00:05
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Manage users across multiple projects
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Managing users' access
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Control Panel
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Computer
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Yes
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00:05
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Adjust your email notification settings
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Login
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Personal Profile
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Computer
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00:03
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Change your name and profile picture
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Login
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Personal Profile
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Computer
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00:02
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Change your password while you are signed in
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Login
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Personal Profile
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Computer
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00:02
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Login
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Personal Profile
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Computer
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00:02
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Login
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Personal Profile
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Computer
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00:02
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Login
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Personal Profile
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Computer
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00:01
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Turn on 2 Factor Authentication
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Login
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Personal Profile
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Computer
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00:04
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Register clients
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Contacts
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Computer
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00:04
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Register clients
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Contacts
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Computer
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00:10
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Create a contact (using your mobile phone)
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Register clients
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Contacts
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Mobile phone
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00:10
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Create Relationships between contacts
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Register clients
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Contacts
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Computer
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00:04
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Add a client to a one-off event
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Manage clients
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Events
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Computer
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00:03
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Manage clients
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Contacts
...
Computer
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00:03
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Complete additional forms for a contact
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Manage clients
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Contacts
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Computer
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00:05
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Manage clients
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Contacts
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Computer
...
00:03
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Edit the Bio (details) of a client
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Manage clients
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Events
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Computer
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00:05
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Edit the Bio (details) of a client using your mobile phone
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Manage clients
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Events
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Mobile phone
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00:05
...
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Manage clients
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Events
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Computer
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00:05
...
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Manage clients
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Events
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Computer
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00:07
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Edit the details of an existing event
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Manage clients
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Events
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Computer
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00:05
...
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Manage clients
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Contacts
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Computer
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00:05
...
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Manage clients
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Events
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Computer
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00:05
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Post a Timeline Update about a contact
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Manage clients
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Contacts
...
Computer
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00:05
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See the contacts you have a Relationship with
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Manage clients
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Contacts
...
Computer
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00:03
...
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Manage clients
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Events
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Computer
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00:05
...
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Manage clients
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Contacts
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Computer
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00:03
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Release clients
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Contacts
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Computer
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00:03
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Move a pupil to the Alumni state of a project
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Release clients
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Contacts
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Computer
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00:03
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Download a PDF of information about a client
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Reporting
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Contacts
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Computer
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00:03
...
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Reporting
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Contacts
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Computer
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00:05
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Reporting
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Contacts
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Computer
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00:03
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Filter results by demographic fields and other attributes of contacts
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Reporting
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Boards
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Computer
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00:05
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Report cohort figures on a project
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Reporting
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Projects
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Computer
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00:10
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Report attendance figures (Attendance tab of the Events App)
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Reporting
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Events
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Computer
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00:05
...
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Reporting
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Contacts
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Computer
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00:04
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Segment results data by demographics and other List fields
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Reporting
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Boards
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Computer
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00:05
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Reporting
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Contacts
...
Computer
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00:03
...
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Reporting
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Boards
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Computer
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00:10
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Reporting
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Contacts
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Computer
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00:05
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Report on the number of referrals from each referral partner
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Reporting
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Contacts
...
Computer
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00:04
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Report on the number of contacts in each project
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Reporting
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Contacts
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Computer
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00:04
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Enter a survey response for a single contact
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Survey data collection
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Contacts
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Computer
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00:05
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Enter survey responses for several contacts at once
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Survey data collection
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Contacts
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Computer
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00:07
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Send a unique survey link by email
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Survey data collection
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Contacts
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Computer
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00:05
Module A
...
Module A - Lesson 1 - Progress tagged to contacts
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Get started
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