You can distinguish between:
progress based on a manual headcount
and progress tagged to individual contacts who are saved in your CRM.
Watch the walkthrough
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The 3 ways to log progress
You have 3 progress-logging options on Makerble
Tagged Contacts only
Manual Headcount only
Both
These 3 options can be used with:
As a Project Manager you can decide which of the three progress-logging options will be usedare available across your project. See the Setup Steps below.
Option 1: Tagged Contacts only
In a Short Story
Users can only select Tagged Contacts when recording progress
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In a Survey Response
Option 2:
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Manual Headcount only
In a Short Story
When there are no Contacts in a project, you can only log progress towards goals and sub goals using Anonymous Numbers. (Called Anonymous contacts)
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In a Survey Response
Option 3: Both
In a Short Story
The user can record progress using both Tagged Contacts as well as by entering Anonymous Numbers
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In a Survey Response
Set your project’s default option
How to choose the right option for your project
Possible options for each type of Outcome and Progress Tracker
Option 1: Tagged Contacts only | Option 2: Anonymous Numbers only | Option 3: Both | |
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Activity Trackers | N/A Activity Trackers use a different kind of number | N/A Activity Trackers use a different kind of number | N/A Activity Trackers use a different kind of number |
Attendance Trackers | Yes | Yes | Yes |
Achievement Trackers(Binary Indicators) | Yes | Yes | Yes |
Numerical Trackers (Value Indicators) | Yes | Not Possible Progress towards Numerical sub goals must be in relation to a Contact | Not Possible Progress towards Numerical sub goals must be in relation to a Contact |
Multiple Choice Trackers (Scale Indicators) | Yes | Yes | Yes |
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How to set your project’s default option
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You have to be a Project Manager or Organisation Admin to manage your project’s preferences |
Go to the Project Preferences page
To enable Option 1: Record progress with Tagged Contacts only
Tick “Hide the
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Manual Headcount section on create story pages if there are project contacts”
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Ensure there are contacts added to the project
Now you will only see option to record progress with tagged contacts while posting Short Stories and Survey Responses. (You will still have the option to collect Manual Headcount from a Survey Campaign page)
To enable Option 2: Record progress with
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Manual Headcount only
Leave “Hide the
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Manual Headcount section on create story pages if there are project contacts” unticked
Do not add any contacts to the project
Now you will only see option to record progress with Manual Headcount while posting Short Stories and Survey Responses, unless you add contacts to the project. (Although even if you do add contacts to the project, you can still post a Manual Headcount only story by selecting the Manual Headcount options on a Survey Campaign page)
To enable Option 3: Record progress with both Tagged Contacts and
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Manual Headcount
Leave “Hide the
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Manual Headcount section on create story pages if there are project contacts” unticked
Now you will see the option to add Manual Headcount as well as the option to tag contacts