What you’ll cover in this article

Table of Contents

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How to create a project

Note

You need to have either the Project Creator role or Admin role within an organisation before you can create a project.

When you create an organisation you automatically gain the Admin role within it.
Alternatively if you are already part of an organisation, ask your Organisation Admin to manage your role and make you an Admin or Project Creator.

Using the Create menu

Click Create in the top menu
Select Project.
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You arrive on the Create Project page.
Choose the Project Category that this project belongs to.
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In Project Name, add a name for your project.
You are automatically set as a Manager. of the project
1. Optionally add other Managers.
2. Managers can edit all the settings of the project
Optionally add Reporters
1. Reporters can
  1. create, like, and discuss stories
  2. create contacts (if your Organisation Admin permitted it from the Organisation Preferences page)
  3. View contacts (unless visibility of contacts has been restricted using the Detailed Contact Privacy option for each contact)
Every project has a color background by default. If you would rather have a cover image, upload an image which can be done by adding a new field in your Project from the Project Template pageAdd a profile picture to an existing project
Optionally, you can add some other fields like the Description of your project for which first you need to add that field to the Project template.
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Unless you are using Makerble’s Donations Marketplace, skip the Advanced section
Press Save Changes
You arrive on the Project PreferencePreferences page.
Here, you can make the necessary changes that you required for the project.
Once you are done with this, scroll down and click Save.
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Modify settings as required
Scroll to the bottom and click Save.
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