Boards

Progress Boards show you the progress being made towards Progress Trackers at a project and/or album level.

Boards let you log new progress and see current progress from the same place.

Information you can display on a board

• Productivity

  • Number of New Contacts added to the organisation per Month

  • Number of Contacts Interacted with across the organisation per Month

• Progress Trackers

  • Progress towards Achievement Trackers

  • Progress towards Activity Trackers

  • Progress towards Attendance Trackers

  • Progress towards Multiple Choice Trackers

  • Progress towards Numerical Trackers

Getting started with Progress Boards

• Create a Progress Board

• Edit a Progress Board

• See progress using a Progress Board

• Analyse data using a Progress Board

• Post an Update from within a Progress Board

• See a Timeline of updates from within a Progress Board

• Discover Tips from within a Progress Board

• Manage your Tasks from within a Progress Board

Switch between boards

If you have access to multiple boards, you will see the Switch Board button.

• Place your mouse over the Switch Boards button to immediately display a list of your boards

• Click a board to be taken to the Progress Board