Deep Dive: Project & Progress Tracking

Storing information in Beacon is easy, but in this session, we'll be exploring tracking things over time - whether that be Projects or Campaigns

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Event details

In this session we'll discuss:

Utilising Pipelines - How we can track progress and easily view statuses using our pipeline functionality
Smart Dropdowns - Ways of setting Beacon up to automatically show us where something is at based on supporting information
How we determine 'Success' - Measuring success - what does it mean in your environment, and how can you easily measure it in Beacon?
Dashboards - Tracking tasks and progress from your home in Beacon
Project Records - Customising your project records and utilising card visibility to give you tailored set ups for every different type of Project you work on

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In this session we cover

In this session we'll discuss:

Utilising Pipelines - How we can track progress and easily view statuses using our pipeline functionality
Smart Dropdowns - Ways of setting Beacon up to automatically show us where something is at based on supporting information
How we determine 'Success' - Measuring success - what does it mean in your environment, and how can you easily measure it in Beacon?
Dashboards - Tracking tasks and progress from your home in Beacon
Project Records - Customising your project records and utilising card visibility to give you tailored set ups for every different type of Project you work on