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.
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You cannot convert a Managed Progress Board into a basic Progress Board and you cannot convert a basic Progress Board into a Managed Progress Board |
How to tell if your board is a Managed Board or a basic Progress Board
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They display the Managed title in their sub menu
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designed to be shared with colleagues and/or contacts
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Information you can display on a board
Performance Trackers | Progress Trackers | Summaries |
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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 |
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summaries Survey |
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summaries |
Get started with Managed Progress Boards
Use a Managed Progress Board as a Board Colleague