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Managed Progress Boards are Progress Boards that you can invite other people to interact with whereas basic Progress Boards can only be used by a single Board Admin.

You cannot convert a Managed Progress Board into a basic Progress Board and you cannot convert a basic Progress Board into a Managed Progress Board

How to tell if your board is a Managed Board or a basic Progress Board

  • They display the Managed title in their sub menu

  • If you are a Board Admin you will see the Edit Managed Board button in the sub menu

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 Managed Progress Boards

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