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Step 2: design each Project

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You can control every part of a project:

  • Contacts - you can add your contacts to one or more projects

  • Stories - the work you do with a contact is saved to a specific project. If a contact is in several projects, then each story is saved to a specific project

  • Events - create different types of event within a single project. Use event categories to further customise the settings of different events.

  • Forms & Signup Pages - choose which forms you want to use to register, assess and capture additional information about the people on this project

  • Surveys - choose which surveys you want to collect responses for on this project

  • Automations - decide which actions you’d like to automate on this project, e.g. reminder messages, flags or internal alerts

  • Coworkers & Permissions - give each of your signed-in-users a different level of access to each project; or no access to certain projects at all

  • Metrics - choose the outcomes, indicators and outputs you’d like to measure on this project

  • Progress Boards - design the reporting dashboards you’d like to have on this project

  • Settings - choose whether to use timesheets, financial values or a variety of other features on this project

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