Project Designer: customise several projects at once
You can customise several projects at once using your Project Designer.
There’s a row for each project and a set of columns for each feature
What this article covers
- 1 What’s possible
- 2 Understand how your projects are set up
- 3 Zoom into the detail
- 4 How to get there
- 5 Related articles
What’s possible
Add contact forms to projects
Control the information you collect about your contacts
Choose WHICH Bio Forms can be used on each project
Decide HOW those Bio Forms can be used, i.e. to
Create new contacts
Edit existing contacts
Do both
Add surveys to projects
Assign surveys to projects
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
Assign case forms to projects
For advanced case management, Case Forms are a must.
Create different Case Forms and assign them to projects
Turn on the Waiting List, Alumni and Declined statuses
By default the Enrolled status is the only status available on a project
You can turn on additional statuses for each project
Change the Default Story Privacy setting
Control who can see the stories and survey responses that are saved within each project
Permit colleagues to adjust a story’s privacy themselves
When the Adjustable Privacy Setting is on, it means that colleagues can adjust a story’s privacy themselves (i.e. they can override the Default Story Privacy setting on a story-by-story basis)
If you do not want colleagues to change a story’s privacy setting, turn this setting off by clicking Turn off
Turn on Task & Story Timesheets
You can turn on Timesheets for each project
Understand how your projects are set up
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.
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
How to get there
In the Side Menu: select Settings, then select Designer , then select Project Designer
You arrive on the Project Designer which displays
a row for every project
a bank of columns for
Contact Forms
Surveys
Event Categories
Albums