A Progress Tracker in your mySidewalk dashboard allows you to transparently display your organization's goals and achievements. This guide will help you set up a progress tracker using your custom data.
Instructions
Create a Progress Tracker Component
Navigate to your dashboard, click the blue + and then click the Progress Tracker icon.
Download and Edit the Progress Tracker Template
When you select the Progress Tracker tool, you will be prompted to download a template created by our team.
Download the template and open it in a spreadsheet editor such as Google Sheets or Microsoft Excel.
Fill out the necessary columns in the template, including:
Title: The name of each step.
Start Date and End Date: (Optional) Set milestones for your project.
Status: Track the completion status of each step.
Color: Use hex codes to set custom colors for each step.
Title Link: (Optional) Add URLs to make steps clickable and link to external pages.
Upload Your Completed Template
Once your file is filled out, save it as a CSV and return to the Progress Tracker tool.
Drag and drop the file into the “Drop your file here” box or click Choose a file to upload it manually.
Customizing Your Progress Tracker
After uploading, you can:
Change the title of your project.
Add a detailed description.
Toggle the visibility of the progress icon and step numbers.
Pro Tip:
Use your organization's brand colors throughout the tracker for consistency. Keep them open in another tab for quick reference. You can also highlight the current step by using a different color.
Updating the Progress Tracker
To make updates:
Download the Current CSV: Open the edit menu and click Download Current CSV.
Edit the File: Make changes and save it as a new version (e.g., "project_v2.csv").
Re-upload the File: Click on the file name above the download button and import the updated CSV.