Add a Number Tracker to a Board

Owned by Matt Kepple
Dec 23, 2022
4 min read

When you add Numerical Questions (Indicators, Trackers) to a Progress Board, you can then analyse:

  • Actual progress-over-time

  • Cumulative progress-over-time

Steps

Analyse survey results from a single project

  1. Create a new Board or edit an existing one

    1. Create a managed Board (that you can invite colleagues to see)

    2. Create a basic (private) Progress Board (that only you can see)

    3. Edit a Managed Board

    4. Edit a basic (private) Progress Board

  2. Add to your Board the survey questions that you want to calculate Distance Travelled for:

    1. On the page that lets you Add Progress Trackers to the Board:

      1. Find the project the survey is used on

      2. Click the name of the project to open a list of Progress Trackers (this includes survey questions) being used on that project. (Note: Survey Questions might have different wording within the survey to the wording of the Progress Tracker itself)

      3. Progress Trackers are categorised according to the Stage they come under.

      4. Press the green tick symbol next to the survey question to add it to the board

      5. Change the order in which the survey questions appear on your board by using the up/down arrows to reorder them

    2. Press Save (or keep pressing Next until you get to the final tab where you can press Save or Publish)

  3. The Progress Tracker for the survey question is now visible on your Board

 

 

Analyse survey results across several projects

To aggregate and analyse Numerical Progress across several projects, you must do 3 things:

  1. Create a new Board or edit an existing one

    1. Create a managed Board (that you can invite colleagues to see)

    2. Create a basic (private) Progress Board (that only you can see)

    3. Edit a Managed Board

    4. Edit a basic (private) Progress Board

  2. Add to your Board the survey questions that you want to calculate Distance Travelled for:

    1. On the page that lets you Add Progress Trackers to the Board:

      1. Scroll down to the Organisation Albums or Your Personal Albums section of the Browse your Progress Trackers area

      2. Find the Album you want to analyse survey results across

      3. Click the name of the Album to open a list of Progress Trackers (this includes survey questions) being used on that project.

      4. (Note: Survey Questions might have different wording within the survey to the wording of the Progress Tracker itself)

      5. Progress Trackers are categorised according to the Stage they come under.

      6. Press the green tick symbol next to the survey question to add it to the board

      7. Change the order in which the survey questions appear on your board by using the up/down arrows to reorder them

    2. Press Save (if you using a Managed Board: keep pressing Next until you get to the final tab where you can press Save or Publish)

  3. The Progress Tracker for the survey question is now visible on your Board

     

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