Managing projects efficiently is crucial for organizations striving to achieve impact goals or revenue targets. ShareCARD simplifies project management by providing a digital project file, eliminating the need for physical documentation while allowing seamless collaboration with both internal teams and external partners.

Step 1: Creating a New Project #

1. Log in to your ShareCARD dashboard.
2. Navigate to the Projects section.
3. Click the plus (+) sign to create a new project.
4. Enter the Project Name – Ensure it clearly reflects the project’s objective.
5. Define the Timeline – Set the project’s start and end dates.
6. Provide a Detailed Project Description, including:
   • Mission and vision of the project.
   • Specific impact goals and expected outcomes.
   • Key deliverables.
7. Set the Target Reach – Define the number of beneficiaries or stakeholders involved.
8. Specify the Project Location – Use GPS tracking to pinpoint the implementation area.
9. Click Add Project to finalize setup.

Step 2: Managing Project Activities and Tasks #

1. Open the Project File to begin organizing project activities.
2. Add structured tasks and milestones to track progress.
3. Monitor real-time status updates within the project dashboard.

Step 3: Collaborating with External Partners #

1. Go to External Collaboration in the project dashboard.
2. Click the plus (+) sign to invite a collaborator.
3. Define the collaborator role:
   • Funding Partner – Provides financial support.
   • Implementing Partner – Assists in execution.
4. Click Send Invite – The collaborator will receive a project invitation.
5. Once accepted, collaborators can:
   • Create or access forms, training modules, and resource inventory lists.
   • Add their admins and field agents supporting with on-ground execution
   • Provide real-time status updates on assessments and resource distributions.
   • Submit progress reports without waiting for project completion.

Step 4: Creating Project Resources #

1. Forms – Navigate to the Forms section to create data collection tools.
2. Packages – Set up packages for tracking received or distributed resources.
3. Training Modules – Develop content for field teams and beneficiaries.

Step 5: Assigning Tasks and Implementing Workflows #

1. Assign specific tasks to teams supporting project implementation.
2. Create structured workflows for execution efficiency.
3. Assign agents and field teams to project tasks.

Step 6: Monitoring and Evaluating Project Performance #

1. Track task submissions – All completed activities appear under the project folder.
2. Utilize Performance Analytics (Upcoming Feature) to:
   • Monitor project execution progress.
   • Assess external collaborator contributions.
   • Generate detailed reports for funding partners.
3. Generate Quick Reports – Export project summaries and impact reports within minutes.

Step 7: Support and Feedback #

If you need assistance using ShareCARD’s Projects feature or have suggestions for improvement, contact the ShareCARD Team. We are committed to enhancing our platform to support seamless project execution.

Thank you for using ShareCARD!