Toggle automatic creation of Progress Boards for a project's Survey Campaigns
Makerble can automatically create a Survey-results Progress Board for each survey used on a particular project.
The Project Managers of the project will be added to the Board as Board Admins
The name of the Board will be “[Survey] on [Project]”
Steps
Depending when your project was created, this setting could be on or off by default.
Go to the Project Preferences page of the project you want to turn this setting on or off for
Find the setting “Create a board for every survey used on this project”
Use the checkbox to turn this setting on or off
Scroll to the bottom and press Save
How it works
The first time that you turn this setting on for each project, Makerble will do the following:
Detect the surveys that are used on the project
And create a Progress Board for each Survey used on the project.
Then from that point on: any new surveys that are added to the project will automatically have a Progress Board created for them too
Where to find your automatically tailored Progress Boards
On the Manage Progress Boards page
Select Impact in your Side Menu and choose Progress Boards
You arrive on the Manage Progress Boards page where you can see all of your Progress Boards
Select a Progress Board to open it
From the Homepage
Select Home in the top menu to access your Homepage
In the right side column is a tile called Progress Boards which lists the Progress Boards that you have access to
Select a Progress Board to open it