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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.

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

  • They display the Managed title in their sub menu

  • If you are a Board Admin you will see the Edit Managed Board button in the sub menu

Information you can display on a board

Performance Trackers

Progress Trackers

Summaries

Number of New Contacts added to the organisation per Month

Number of Contacts Interacted with across the organisation per Month

Achievement Trackers

Activity Trackers

Attendance Trackers

Multiple Choice Trackers

Numerical Trackers

Outcome summaries

Survey summaries

Getting Started with Managed Progress Boards

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