Add an item to a progress board - i.e. add a progress tracker, metric, output or indicator

Owned by Matt Kepple
Last updated: Dec 16, 2024
5 min read

You can add a card to a progress board - (i.e. you can add a progress tracker, metric, output or indicator)

How to add a card to a Progress Board

You must be a Board Admin to add a card to the board

  1. Click Edit Board or Edit Managed Board

  2. The next depends on the type of board you are on

    1. If you are on a basic Progress Board, you immediately arrive on the screen where you can add a card Add a card to a progress board - i.e. add a progress tracker, metric, output or indicator

    2. If you are on a Managed Progress Board, you need to click the Progress Trackers tab

  3. From here you can select cards from either your projects (green arrow) or albums (purple arrow)

  4. Click the Add to Board button to add that card to your Board

  5. Press Save if you are on a Progress Board (or Next if you are on a Managed Progress Board - and keep pressing Next until you reach the Save & Finish or Publish button)

  6. You arrive back on your Board with the new card(s) added

The different types of card you can add to a Progress Board

Type of card

Where results come from

Requirements

Other places you can see those results

Type of card

Where results come from

Requirements

Other places you can see those results

Activity tracker for a Project

A single project

  1. Create a new or choose an existing Activity progress tracker

  2. Add it to a project

  3. When you’re ready, add progress

On a project’s progress panel

(The progress panel only shows the total figures, not a chart of progress over time)

Activity tracker for an Album

A single album

(An album is a group of projects - a project can be part of many albums)

  1. Create a new or choose an existing Activity progress tracker

  2. Add it to a project

  3. Add that project to an album

  4. When you’re ready, add progress

On an album’s progress panel

(The progress panel only shows the total figures, not a chart of progress over time)

Engagement tracker for a Project

A single project

  1. Create a new or choose an existing Activity progress tracker

  2. Add it to a project

  3. When you’re ready, add progress

On a project’s progress panel

(The progress panel only shows the total figures, not a chart of progress over time)

Engagement tracker for an Album

A single album

(An album is a group of projects - a project can be part of many albums)

  1. Create a new or choose an Engagement progress tracker

  2. Add it to a project

  3. Add that project to an album

  4. When you’re ready, add progress

On an album’s progress panel

(The progress panel only shows the total figures, not a chart of progress over time)

Numerical tracker for a Project

A single project

  1. Create a new or choose an existing Numerical progress tracker

  2. Add it to an outcome

  3. Add the outcome to a project

  4. When you’re ready, add progress

On a project’s progress panel

(The progress panel only shows the total figures, not a chart of progress over time)

AND

In the Survey Campaign for the project’s default survey on that project: on the Analyse Results tab

Numerical tracker for an Album

A single album

(An album is a group of projects - a project can be part of many albums)

  1. Create a new or choose an existing Numerical progress tracker

  2. Add it to an outcome

  3. Add the outcome to a project

  4. Add that project to an album

  5. When you’re ready, add progress

On a project’s progress panel

(The progress panel only shows the total figures, not a chart of progress over time)

AND

In the Surveys app: go to Multi-project Analysis and select that Survey and this Album

Multiple Choice tracker for a Project

A single project

  1. Create a new or choose an existing Multiple Choice progress tracker

  2. Add it to an outcome

  3. Add the outcome to a project

  4. When you’re ready, add progress

On a project’s progress panel

(The progress panel only shows the total figures, not a chart of progress over time)

AND

In the Survey Campaign for the project’s default survey on that project: on the Analyse Results tab

Multiple Choice tracker for an Album

A single album

(An album is a group of projects - a project can be part of many albums)

  1. Create a new or choose an existing Multiple Choice progress tracker

  2. Add it to an outcome

  3. Add the outcome to a project

  4. Add that project to an album

  5. When you’re ready, add progress

On a project’s progress panel

(The progress panel only shows the total figures, not a chart of progress over time)

AND

In the Surveys app: go to Multi-project Analysis and select that Survey and this Album

Achievement tracker for a Project

A single project

  1. Create a new or choose an existing Achievement progress tracker

  2. Add it to an outcome

  3. Add the outcome to a project

  4. When you’re ready, add progress

On a project’s progress panel

(The progress panel only shows the total figures, not a chart of progress over time)

AND

In the Survey Campaign for the project’s default survey on that project: on the Analyse Results tab

Achievement tracker for an Album

A single album

(An album is a group of projects - a project can be part of many albums)

  1. Create a new or choose an existing Achievement progress tracker

  2. Add it to an outcome

  3. Add the outcome to a project

  4. Add that project to an album

  5. When you’re ready, add progress

On a project’s progress panel

(The progress panel only shows the total figures, not a chart of progress over time)

AND

In the Surveys app: go to Multi-project Analysis and select that Survey and this Album

Survey on a project

A single project

  1. Create a new or choose an existing Survey

  2. Add the survey to a project

  3. When you’re ready, collect survey responses

In the Survey Campaign for that survey on that project: on the Analyse Results tab

Contacts Created on a project

A single project

  1. Create a project

In the Contacts app: on the Productivity tab

Contacts Interacted With on a project

A single project

  1. Create a project

In the Contacts app: on the Productivity tab

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