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To catchup on progress using a Progress Board you must either create a Progress Board of your own or be invited to a Managed Progress Board |
Access the Board
You can access a Board from the Homepage, the My Apps menu or from within another Board: Article on how to access a Board
Use the Board
Switch perspectives
Use the Progress toggle to switch between the Mine and All view of progress towards each Tracker.
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Mine | All |
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Launch the Card Popup
Click the title of a card to launch its Popup that displays a chart or table of its data
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Switch between views
Your Progress Board loads in Cards view by default
Use the Display dropdown menu to switch between the Cards and Compare views
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Cards view
This displays a Card for each goal (or sub goal) being tracked
Each Progress Tracker used on a project or album can have its own card on your Board
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Clicking Compare will load the Compare chart where you can see the progress being made towards several Project-level Progress Trackers and Album-level Progress Trackers in a single chart
View Progress on Cards
You can see the progress easily on the cards of Progress Board
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My Cards Only
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My Cards Only is a type of Card Filter.
When ticked, it filters the board to only display the Cards that you have been assigned to
My Cards Only is ticked by default whenever you load a Managed Progress Board
Card Filters
Press the Filter Cards button in the board’s sub menu
The board will show you the number of Cards that match the criteria set by your filters
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Filter by Creator
Filter the Cards shown according to the person who added the goal to the project
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Filter by Team
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To use the Teams filter you need to first create a team as a way of organising the colleagues across your organisation |
Filter by Visibility
This allows you to filter Cards based on who is allowed to see them.
By default all Cards are visible to everyone who is a Project Colleague and to Organisation Admins.
However you can assign metrics to particular people and change the visibility setting for particular project goals so that only a limited group of people know that the project metric even exists.
This is suited to the scenario where you are using a Managed Progress Board to track your employees' progress towards their personal development goals.
Filter by Assignee
This allows you to filter Cards based on who has been assigned to post updates about that project metric.
The faces of people who have been assigned to a project goal automatically appear on the Card
By default, all Project Reporters are assigned to all project goals and sub goals within a project
This can be changed on the Assign Project Metrics page
Filter by Project
This allows you to filter cards based on the project that the goals and sub goals belong to
Filter by Metric
This allows you to filter cards based on the goals and sub goals being tracked
A Progress Tracker can be tracked on multiple projects and albums
This allows you to compare progress towards common Progress Trackers across different projects
Filter by Progress
This allows you to filter Cards based on whether any progress has been logged for them at all. You can display
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This is useful for identifying the project goals and sub goals that need to be chased up
Filter by Due Date
This allows you to filter Cards based on the next upcoming deadline