Progress Boards are the way that your progress towards goals and subgoals on different projects can be brought together

Ahead of this task you should have:

• Created two projects

• Added goals and subgoals to those projects

• Created several beneficiaries

• Created several stories which show the progress that those beneficiaries have made towards the goals and subgoals

intro

You have created two projects and they both contain a variety of goals.

The Progress Board will allow you to present your progress in a visual way without needing to jump between different project pages

Steps:

1. Click CREATE in the top menu

2. Select Progress Board

3. Give your Progress Board a name. Also add a background wallpaper image and profile thumbnail image for the Board.

4. In the left column is a list of your projects and when you expand the name of the project, it will display the Goals and Subgoals within that project. Tick several of the goals and subgoals of that project. Do the same for your other project.

5. The goals and subgoals you select will appear in the right column

6. Press the PUBLISH button. This will save the Progress Board and redirect you to the Board.

7. On the Progress Board page there is a Card for each of the goals and subgoals that you added. The Card summarises the progress you have logged.

8. Click the title of each Card. this will launch a popup that contains one or more charts. You can use the options in the popup to change the x-axis that is displayed in these charts. E.g. changing the x-axis from displaying days to displaying months, quarters or years

   

9. Press the blue PLUS button on the card to create a story about that specific goal on that particular project. This is a Quick Update (also known as Instant Update). For more information about how the Progress Boards work, look at this guide: Goal Cards on a Progress Board