Progress Boards (basic)

Progress Boards visualise progress within one or more projects and albums.

Open

The convenience of Boards it that you can log progress and visualise progress from the same place.

Open

Information you can display on a board

• Performance Trackers

  • Number of New Contacts added to the organisation per Month

  • Number of Contacts Interacted with across the organisation per Month

• Progress Trackers

  • Achievement Trackers

  • Activity Trackers

  • Attendance Trackers

  • Multiple Choice Trackers

  • Numerical Trackers

• Outcome Summaries (available Q3 2021)

• Survey Summaries (available Q3 2021)

Getting started with Progress Boards

• Create a Progress Board

• Edit a Progress Board

• Catchup on progress using a Progress Board

• Analyse progress 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 mouseover the button to immediately display a list of your boards

• Click a board to be taken to the Progress Board