Add an Outcome or Progress Tracker to a project

Owned by Matt Kepple
Last updated: Jan 29, 2024
5 min read

To start tracking progress, you just have to add a metric to a project.

What we mean by tracking progress

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How to add a metric to a project

  • There are several ways to do it, depending on which page you’re currently on.

What it means to add a metric to a project

When you add an outcome or progress tracker to a project, it means that

  • You can post stories that contain progress relating to that progress tracker

  • The progress tracker and/or outcome appears on the project page in the Progress Panel

  • You can set project-level targets for the progress tracker

You need to create a project first before you can add goals and sub goals to a project

Quick summary of how to do it

Watch the walkthrough:

https://www.loom.com/share/cbe59fd76a9e4bc4bf43996a038184a4

There are several ways to add Progress Trackers and Outcomes to a project

From the Edit Outcome or Edit Progress Tracker page

  1. To get to the Edit page of the Outcome or Progress Tracker (metric), follow these steps:

    1. Select My Apps in the top menu

    2. Select Metrics

    3. You arrive in the Metrics App

    4. Find the metric in the by using the pagination

       

    5. Press the Actions button next to the name of the metric

    6. A metric menu dropdown list appears

    7. Press Edit within the Actions dropdown on the right side.

    8. You arrive on the Edit Metric page

  2. On the Edit page, click Advanced to open the Advanced section

  3. Go to the Projects field

  4. In the Projects field, enter the names of the projects you want to add the Outcome or Progress Tracker to

  5. Note: you cannot add Multiple Choice Trackers, Achievement Trackers or Numerical Trackers to a project directly. You must add them to an Outcome and then add that Outcome to the project(s).

  6. To ensure that the progress tracker is available when you post updates, you must follow these steps:

    1. Access the Project Targets page of the project you have added the progress tracker to. (Access the Edit Project Targets page)

    2. Click Save.

    3. Now that you have done this, you will be able to post updates that contain progress tagged to this metric.

From the Explore Goals page

  1. Select Explore in the top menu

  2. You arrive on the Explore Surveys page

  3. In the Explore all Departments dropdown list: select Goals

  4. You arrive on the Explore Metrics page

  5. The Explore page contains Progress Trackers that can be added to your projects

  6. To filter to only see the Progress Trackers in your organisation’s library:

    1. deselect Public in the Owner section on the left

    2. select the name of your organisation in the Owner section on the left

  7. The Add To Project button appears next to every Activity Tracker, Attendance Tracker and Outcome

  8. Click the Add To Projects button.

  9. A popup appears

  10. Select the project(s) you want to add the metric to

  11. Press Close once you are done

  12. To ensure that the progress tracker is available when you post updates, you must follow these steps:

    1. Access the Project Targets page of the project you have added the progress tracker to. (Access the Edit Project Targets page)

    2. Click Save.

    3. Now that you have done this, you will be able to post updates that contain progress tagged to this metric.

From a Collection

  1. A collection is a group of Progress Trackers, Outcomes, Surveys and Strategies

  2. Each Progress Tracker within the Collection has an Add To Project button on it

  3. Click that button to add the Progress Tracker to one or more of your projects

  4. To ensure that the progress tracker is available when you post updates, you must follow these steps:

    1. Access the Project Targets page of the project you have added the progress tracker to. (Access the Edit Project Targets page)

    2. Click Save.

    3. Now that you have done this, you will be able to post updates that contain progress tagged to this metric.

From your Library

  1. Every user has a Goals Library and if you are an Organisation Admin you also have an Organisation Goals Library

  2. Every Progress Tracker in the Library has an Add To Project button on it

  3. Click that button to add the Progress Tracker to one or more of your projects

  4. To ensure that the progress tracker is available when you post updates, you must follow these steps:

    1. Access the Project Targets page of the project you have added the progress tracker to. (Access the Edit Project Targets page)

    2. Click Save.

    3. Now that you have done this, you will be able to post updates that contain progress tagged to this metric.

From the project’s Edit Theory of Change page

  • Every project has an Edit Theory of Change page

  • It allows you to add and remove project Progress Trackers and Outcomes

From a Strategy

A strategy is a group of Progress Trackers and Outcomes grouped into a template that can be easily added to a project.

Steps

  1. Go to the Strategy page

  2. Select the Use strategy button

  3. Select the project you want to add the Strategy to

  4. Press Save

  5. The Progress Trackers and Outcomes within that Strategy will now appear on the project’s progress panel

How to identify which strategies the Progress Trackers & Outcomes on a project come from

From a Survey

When a survey is added to a project (i.e. when a Survey Campaign is created), the Progress Trackers within the survey are automatically added to the project

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