Get Started

• Create a Project FormTemplate

• Edit an existing Project FormTemplate

• Manage your Project FormsTemplates

What are Project

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Templates

Project Categories Templates (also known as Project Forms/Categories) enable let you to choose

• decide which fields are displayed on the Create/Edit Project page

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• for projects made using that Template

• automatically add one or more surveys to projects created using that Template

By default, every organisation has one Project Form Template called “Project” that contains these standard fields:

• 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 FormsTemplates.

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Using a project template when creating a Project

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Manage your Project Forms

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Note
A project can only be associated with one project formtemplate. 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)

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Steps to create a project using a Project Template

1. Go to the Create a Project page

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

   

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

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