You can customise several projects at once using your Project Designer.

Open

What this article covers

What’s possible

• Add contact forms to projects - control the information you collect about your contacts

• Add surveys to projects - organise which surveys are used, where

• Add event categories to projects - decide which types of event can be created on each project

• Add projects to albums - combine results from specific projects for speedier reporting

See your setup

• Your Designer displays the number of Contact Forms, Surveys and Event Categories that are used on each project.

• You can also see the number of Albums that the project is part of.

• Tap the blue number to get into the detail - you’ll see a list of the specific Contact Forms, Surveys or Albums that the project is linked to.

Open

Zoom into the detail

• Toggle the Show all/Hide all button of each section

• See and adjust the specific Contact Forms, Surveys, Event Categories and Albums that are connected to each project

  Open

  

How to get there

1. Select Designer in the left sidebar menu

2. Select Project Designer

3. You arrive on the Project Designer which displays

   1. a row for every project

   2. a bank of columns for

      1. Contact Forms

      2. Surveys

      3. Event Categories

      4. Albums

Related articles

• Project Preferences

• Project Templates (Project Forms/Categories)

• Project Automations: set up projects automatically