Design your use of Progress Boards

Boards are a visual way to report and analyse progress. However you can also use them to

What to include on your boards

There are four main ways to use Boards:

  • Survey results on a single project

  • Survey results from multiple projects

  • Highlights from a single project

  • Highlights from multiple projects

Type of Board

What it’s used for

How to create this type of Board

Type of Board

What it’s used for

How to create this type of Board

Survey results on a single project

Report and analyse Distance Travelled for individual survey questions on a single project

  • Create a Managed Board or basic Progress Board

  • Add the project-level Progress Trackers that relate to each Multiple Choice, Tickbox and Numerical survey question.

  • Note: questions that are open text, dates, times or attachments cannot be displayed as cards on a Board

Survey results from multiple projects

Report and analyse Distance Travelled for individual survey questions across multiple projects

  • Create an Album that includes all the projects that use the survey template

  • Create a Managed Board or a basic Progress Board

  • Add the project-level Progress Trackers that relate to each Multiple Choice, Tickbox and Numerical survey question.

  • Note: questions that are open text, dates, times or attachments cannot be displayed as cards on a Board

Highlights from a single project

Report and analyse results from your choice of Progress Trackers on a single project

Highlights from multiple projects

Report and analyse results from your choice of Progress Trackers aggregated from across multiple projects

Managed or Basic? How to choose your type of board

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