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  • Name

  • Cover Image

  • Project Managers

  • Project Reporters

  • Project Members

  • Short Description

  • Long Description

Those fields are displayed on the Create Project page, illustrated below

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Every An organisation can have multiple many Project Forms.

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Using a project form when creating a Project

Note

A project can only be associated with one project form.

  • This differs to the rule for contacts; a contact can have several Contact Forms applied to their contact record.

  • But is the same as the rule for stories; a story can only be associated with one story category (also known as a survey)

Steps

  1. Go to the Create a Project page

  2. If your organisation has multiple Project Forms, then when an Admin or Project Creator is creating a project, they are able to choose which Project Form they wish to use by clicking the Project Category field at the top of the form.

  3. Once you select a form, the Project Page will update automatically

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