You can become a pro at Makerble faster than you think.

	Recognise / View / Know what it is	Use it (e.g. tagging a contact)	Creating	Edit	Delete
Stories	Module A - Lesson 1 - Progress tagged to contacts	Module A - Lesson 1 - Progress tagged to contacts	Module A - Lesson 1 - Progress tagged to contacts	Module B- Lesson https://makerble.atlassian.net/l/cp/AR1ErmtB (can be skipped)	Module B- Lesson https://makerble.atlassian.net/l/cp/ymN17U0v (can be skipped)
Contacts	Module A- Lesson 2 https://makerble.atlassian.net/l/cp/5zqXkqd1	Module A- Lesson 2 https://makerble.atlassian.net/l/cp/8q1e0A2j	Module A - Lesson 2 Creating contacts	Module B- Lesson https://makerble.atlassian.net/l/cp/Wmzd1Dv1 (can be skipped)	Module B- Lesson https://makerble.atlassian.net/l/cp/MNV9QyEc (can be skipped)
Projects	Module A- Lesson 2 https://makerble.atlassian.net/l/cp/0zTraQ8C	Module A- Lesson 2 https://makerble.atlassian.net/l/cp/YhwsdUqF	Module A- Lesson 2 https://makerble.atlassian.net/l/cp/ZGzmApoq (can be skipped)	Module B- Lesson https://makerble.atlassian.net/l/cp/4R9JwH6W (can be skipped)	Module B- Lesson https://makerble.atlassian.net/l/cp/pFnr9ysy https://makerble.atlassian.net/l/cp/3J1H7kzb Can be skipped
Progress Boards	Module A - Lesson 1 - Progress tagged to contacts	Module A - Lesson 1 - Progress tagged to contacts	Module B- Lesson https://makerble.atlassian.net/l/cp/dSey7RQd	Module B- Lesson https://makerble.atlassian.net/l/cp/xyeLYjm7 (can be skipped)	Module B- Lesson https://makerble.atlassian.net/l/cp/feAJPx26 (can be skipped)
Users	Module A- Lesson https://makerble.atlassian.net/l/cp/yHwp7674 https://makerble.atlassian.net/l/cp/qyeAzm95 (can be skipped)	Module A- Lesson https://makerble.atlassian.net/l/cp/pHgu1xQM (can be skipped)	Module A- Lesson https://makerble.atlassian.net/l/cp/GtUFCRCs (can be skipped)	https://makerble.atlassian.net/l/cp/GtUFCRCs (can be skipped)	https://makerble.atlassian.net/l/cp/GtUFCRCs (can be skipped)
Contact Forms	Module A- Lesson https://makerble.atlassian.net/l/cp/WtdBF6j4 (can be skipped)	Module A- Lesson https://makerble.atlassian.net/l/cp/cfYMgsKx (can be skipped)	Module A- Lesson https://makerble.atlassian.net/l/cp/Xc6T3TrT (can be skipped)	Module B- Lesson https://makerble.atlassian.net/l/cp/5mwEfw6P (can be skipped)	Module A- Lesson https://makerble.atlassian.net/l/cp/CZZ117cE (can be skipped)
Surveys	Module A- Lesson https://makerble.atlassian.net/l/cp/CHZe9QiT (can be skipped)	Module A- Lesson https://makerble.atlassian.net/l/cp/CHZe9QiT (can be skipped)	Module B- Lesson https://makerble.atlassian.net/l/cp/dVT0jw7s (can be skipped)	Module B- Lesson https://makerble.atlassian.net/l/cp/ZbVzcJWX (can be skipped)	Module B- Lesson https://makerble.atlassian.net/l/cp/2JDU905D https://makerble.atlassian.net/l/cp/KrmEZwPc (can be skipped)
Project Forms	Module A- Lesson https://makerble.atlassian.net/l/cp/16nrqNbF can be skipped	Module A- Lesson https://makerble.atlassian.net/l/cp/16nrqNbF can be skipped	Module B- Lesson https://makerble.atlassian.net/l/cp/eomvL06B can be skipped	Module B-Lesson https://makerble.atlassian.net/l/cp/dnV1Hzjz can be skipped	Module B-Lesson https://makerble.atlassian.net/l/cp/dnV1Hzjz can be skipped
Event Categories	Module A- Lesson https://makerble.atlassian.net/l/cp/x9xj16bW can be skipped	Module A- Lesson https://makerble.atlassian.net/l/cp/pqXskeD1 can be skipped	Module B- Lesson https://makerble.atlassian.net/l/cp/5PrEN9PH can be skipped	Module B- Lesson https://makerble.atlassian.net/l/cp/MQk0T1w7 can be skipped	Module B- Lesson https://makerble.atlassian.net/l/cp/x9xj16bW https://makerble.atlassian.net/l/cp/MQk0T1w7 can be skipped
Story Labels	Module A- Lesson https://makerble.atlassian.net/l/cp/eobmfX6j	Module A- Lesson
Contact Flags
Contact Roles

Modules

Module Name	Description	Who is it for
Basics part 1: Contacts & Stories & Projects	Contacts what is a contact - broadly, what can you do with one makerble brings all your contacts together. Highlights of: Category Splits tab Productivity tab create a contact while NOT signed in - i.e. using a Signup Page (that creates several contacts) get a notification they’re added to the waiting list create a contact while signed in view their profile (what are SOME of the things on the profile) - e.g. relationships, referrer move a contact between Project states: i.e. from the Waiting List to the Enrolled list of a project find a contact - search, filters how to post a story on the timeline of a contact - includes adding location, date happened, attachment Stories what is a story how to see a story (in newsfeed) how to create a story (e.g. using Quick Update popup) how to see story on project timeline Projects how to see cumulative of progress from individual stories on the project’s Progress Panel see all the contacts in a project see the coworkers in a project what is a project	Everyone
Basics part 2	Contacts Edit a form on a contact’s bio e.g. if their phone number has changed Add an existing form to a contact’s bio add a relationship to contact (e.g. their parent) add a flag to a contact mark the referrer of a contact add signposting to a contact see the referrers per month chart see the signposting per month chart Stories add a label to a story (e.g. the case study label) complete a survey for a single contact edit a survey response (or story) you posted send a survey to one or more contacts (via sms/email) with reminders see the Response Rate see the survey results Projects see the surveys added to a project
Events	what is an event how to find an event go from the project page: events button event filters my apps my home how to message event guests how to record attendance at an event how to see attendance report create an event
Cases	what is a case find a case see a case’s stories record time spent on a case see total time spent on cases create a case
Setting up Projects for Contacts	how to divide your work into projects Design your hierarchy of projects and albums Waiting List and other states turning it on seeing the number in each state (Project States tab of the Contacts App) filtering by Project State manage your contact forms see all your forms details tab: (understand concept of a single field being in MANY forms) design your roles create a contact form choose a role create the list fields first add existing fields to the form create new fields to add to the form change the order of the fields choose multiple choice setting adding contact forms to a project create a signup page a fixed signup - choosing the states etc a flexible signup page reporting on contacts created per Signup Page
Creating your own Surveys		Organisation Admin
Setting up

Module A

WORKFLOW (click the blue link to read the 'How To' guide)	Stage	App this relates to	Device type	Workflows that only Organisation Admins can do	Workflows that only Organisation Admins or Project Managers can do	Time Taken in a Training Session (minutes)	Internal language used at your organisation to describe this
Add a metric (e.g. Attendances) to a project	Platform Setup & Management	Projects	Computer	Yes	Yes	00:10:00
Add a new Referral Partner or Signposting Partner	Platform Setup & Management	Contacts	Computer			00:04
Add users to a project and remove users from a project	Platform Setup & Management	Projects	Computer	Yes	Yes	00:02
Edit or rename a project	Platform Setup & Management	Projects	Computer	Yes	Yes	00:03
Add a form to a project	Platform Setup & Management	Contacts	Computer	Yes	Yes	00:05
Add a survey to a project	Platform Setup & Management	Surveys	Computer	Yes	Yes	00:05
Allow a project to have Cases	Platform Setup & Management	Contacts	Computer	Yes	Yes	00:04
Allow a project to have events	Platform Setup & Management	Contacts	Computer	Yes	Yes	00:04
Allow a project to have timesheets	Platform Setup & Management	Contacts	Computer	Yes	Yes	00:04
Close (archive) a project	Platform Setup & Management	Projects	Computer	Yes	Yes	00:04
Create a contact form	Platform Setup & Management	Contacts	Computer	Yes		00:10
Create a new type of Contact Role	Platform Setup & Management	Contacts	Computer	Yes		00:04
Create a new type of Flag	Platform Setup & Management	Contacts	Computer	Yes		00:04
Create a project	Platform Setup & Management	Projects	Computer	Yes		00:10
Create a referral link	Platform Setup & Management	Contacts	Computer			00:10
Create a relationship category	Platform Setup & Management	Contacts	Computer	Yes		00:04
Create a survey	Platform Setup & Management	Surveys	Computer			00:10
Deactivate a referral link	Platform Setup & Management	Contacts	Computer	Yes		00:04
Edit the fields within a Contact Form	Platform Setup & Management	Contacts	Computer	Yes		00:10
Edit a List field	Platform Setup & Management	Contacts	Computer	Yes		00:06
Edit a relationship category	Platform Setup & Management	Contacts	Computer	Yes		00:04
Edit a survey	Platform Setup & Management	Surveys	Computer			00:10
Edit a type of Contact Role	Platform Setup & Management	Contacts	Computer	Yes		00:04
Edit a type of Flag	Platform Setup & Management	Contacts	Computer	Yes		00:04
See all your organisation's projects	Platform Setup & Management	Projects	Computer			00:04
Manage 'Organisation Control' of users' account	Platform Setup & Management	Personal Profile	Computer	Yes		00:05
Organise your Referral Partners	Platform Setup & Management	Contacts	Computer	Yes		00:05
Organise your Signposting Partners	Platform Setup & Management	Contacts	Computer	Yes		00:05
Manage users across multiple projects	Managing users' access	Control Panel	Computer	Yes		00:05
Adjust your email notification settings	Login	Personal Profile	Computer			00:03
Change your name and profile picture	Login	Personal Profile	Computer			00:02
Change your password while you are signed in	Login	Personal Profile	Computer			00:02
Generate a new password	Login	Personal Profile	Computer			00:02
Login to Makerble	Login	Personal Profile	Computer			00:02
Logout of Makerble	Login	Personal Profile	Computer			00:01
Turn on 2 Factor Authentication	Login	Personal Profile	Computer			00:04
Restrict access to a client	Register clients	Contacts	Computer			00:04
Create a contact	Register clients	Contacts	Computer			00:10
Create a contact (using your mobile phone)	Register clients	Contacts	Mobile phone			00:10
Create Relationships between contacts	Register clients	Contacts	Computer			00:04
Add a client to a one-off event	Manage clients	Events	Computer			00:03
Add a Flag to a contact	Manage clients	Contacts	Computer			00:03
Complete additional forms for a contact	Manage clients	Contacts	Computer			00:05
Disable a Flag on a contact	Manage clients	Contacts	Computer			00:03
Edit the Bio (details) of a client	Manage clients	Events	Computer			00:05
Edit the Bio (details) of a client using your mobile phone	Manage clients	Events	Mobile phone			00:05
Create a one-off event	Manage clients	Events	Computer			00:05
Create a recurring event	Manage clients	Events	Computer			00:07
Edit the details of an existing event	Manage clients	Events	Computer			00:05
Find a contact	Manage clients	Contacts	Computer			00:05
Find an event	Manage clients	Events	Computer			00:05
Post a Timeline Update about a contact	Manage clients	Contacts	Computer			00:05
See the contacts you have a Relationship with	Manage clients	Contacts	Computer			00:03
Log attendance at an event	Manage clients	Events	Computer			00:05
See the flags a contact has	Manage clients	Contacts	Computer			00:03
Edit an existing relationship	Release clients	Contacts	Computer			00:03
Move a pupil to the Alumni state of a project	Release clients	Contacts	Computer			00:03
Download a PDF of information about a client	Reporting	Contacts	Computer			00:03
Create a custom table	Reporting	Contacts	Computer			00:05
Edit a custom table	Reporting	Contacts	Computer			00:03
Filter results by demographic fields and other attributes of contacts	Reporting	Boards	Computer			00:05
Report cohort figures on a project	Reporting	Projects	Computer			00:10
Report attendance figures (Attendance tab of the Events App)	Reporting	Events	Computer			00:05
Report on signposting	Reporting	Contacts	Computer			00:04
Segment results data by demographics and other List fields	Reporting	Boards	Computer			00:05
View a custom table	Reporting	Contacts	Computer			00:03
View progress using a Board	Reporting	Boards	Computer			00:10
View the demographic charts	Reporting	Contacts	Computer			00:05
Report on the number of referrals from each referral partner	Reporting	Contacts	Computer			00:04
Report on the number of contacts in each project	Reporting	Contacts	Computer			00:04
Enter a survey response for a single contact	Survey data collection	Contacts	Computer			00:05
Enter survey responses for several contacts at once	Survey data collection	Contacts	Computer			00:07
Send a unique survey link by email	Survey data collection	Contacts	Computer			00:05

Module A

Module A - Lesson 1 - Progress tagged to contacts
Module A - Lesson 2 - Creating contacts

Become a pro

Modules

Module A

Module A