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Create a basic (private) Progress Board

Create a basic (private) Progress Board

Owned by Matt Kepple
Last updated: Oct 19, 2022
2 min read

You can create a basic (private) Progress Board that gives you quick access to the progress you want to see.

Watch a walkthrough video

https://www.loom.com/share/4181cc8205594c43a1a07ace30986e7a

Steps

There are two types of Progress Board:

You cannot convert a basic Progress Board into a Managed Progress Board (or vice versa)

  1. Click the Create button in the top menu

  2. Select Progress Board

  3. You arrive on the Create Progress Board page

  4. Basic Info

    1. Name your Progress Board

    2. If you want your Progress Board to have a photo wallpaper background, add a Wallpaper image

    3. If you want your Progress Board to have a profile image to make it easily identifiable from your My Home, add a Profile image

  5. Progress Trackers

    1. In the left column is a list of your projects and albums. Clicking the name of each project or album will display a list of the goals and sub goals being tracked on that project or album.

    2. Click a goal or sub goal to add it to your Progress Board

    3. It will appear in the right column

    4. In the right column, use the arrows to reorder the goals and sub goals that you have added to your Progress Board

  6. Press Save

  7. You will arrive on your newly Progress Board

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