See progress using a Progress Board

Owned by Matt Kepple
Last updated: Feb 15, 2023 by Nitin Mishra (Unlicensed)
4 min read

To catchup on progress using a Progress Board you must either create a Progress Board of your own or be invited to a Managed Progress Board

Access the Board

  • You can access a Board from the Homepage, the My Apps menu or from within another Board: Article on how to access a Board

Use the Board

Switch perspectives

Use the Progress toggle to switch between the Mine and All view of progress towards each Tracker.

Mine

All

Mine

All

  • By default your Progress Board loads from the Me perspective. This means that the progress shown on the board is only based on the updates you have posted.

  • If you have Project Colleagues who have posted updates about progress, their updates will not contribute to the progress you see unless you select the Total perspective.

  • Progress bars on each Card automatically update to show progress logged by all your colleagues

  • If your project or album Progress Trackers have Targets, those targets are displayed in a lozenge below the progress bar

Launch the Card Popup

  • Click the title of a card to launch its Popup that displays a chart or table of its data

 

Switch between views

Your Progress Board loads in Cards view by default

Use the Display dropdown menu to switch between the Cards and Compare views

Cards view

  • This displays a Card for each goal (or sub goal) being tracked

  • Each Progress Tracker used on a project or album can have its own card on your Board

Compare view

  • Clicking Compare will load the Compare chart where you can see the progress being made towards several Project-level Progress Trackers and Album-level Progress Trackers in a single chart

View Progress on Cards

You can see the progress easily on the cards of Progress Board

My Cards Only

My Cards Only is a type of Card Filter.

  • When ticked, it filters the board to only display the Cards that you have been assigned to

  • My Cards Only is ticked by default whenever you load a Managed Progress Board

Card Filters

  • Press the Filter Cards button in the board’s sub menu

  • The board will show you the number of Cards that match the criteria set by your filters

Filter by Creator

  • Filter the Cards shown according to the person who added the goal to the project

Filter by Team

To use the Teams filter you need to first create a team as a way of organising the colleagues across your organisation

Filter by Visibility

This allows you to filter Cards based on who is allowed to see them.

  • By default all Cards are visible to everyone who is a Project Colleague and to Organisation Admins.

  • However you can assign metrics to particular people and change the visibility setting for particular project goals so that only a limited group of people know that the project metric even exists.

  • This is suited to the scenario where you are using a Managed Progress Board to track your employees' progress towards their personal development goals.

Filter by Assignee

This allows you to filter Cards based on who has been assigned to post updates about that project metric.

  • The faces of people who have been assigned to a project goal automatically appear on the Card

  • By default, all Project Reporters are assigned to all project goals and sub goals within a project

  • This can be changed on the Assign Project Metrics page

Filter by Project

This allows you to filter cards based on the project that the goals and sub goals belong to

Filter by Metric

This allows you to filter cards based on the goals and sub goals being tracked

  • A Progress Tracker can be tracked on multiple projects and albums

  • This allows you to compare progress towards common Progress Trackers across different projects

Filter by Progress

This allows you to filter Cards based on whether any progress has been logged for them at all. You can display

  • Cards with progress

  • Cards with no progress

This is useful for identifying the project goals and sub goals that need to be chased up

Filter by Due Date

This allows you to filter Cards based on the next upcoming deadline