Create a Collection

Owned by Matt Kepple
Last updated: Jan 27, 2022
3 min read

Create a Collection to brings together a set of Surveys, Progress Trackers, Strategies and Tips.

Tips can only be added to a Collection once the Collection exists.

Whereas Surveys, Progress Trackers and Strategies can be added to a Collection from either the Create Collection page or the Edit Collection page.

Steps

There are two places you can create a Collection from

  • The Create Menu

  • The Manage Collections page

From the Create menu

  1. Click Create in the top menu

  2. Press Show More Options to see the extended menu

  3. Select Collection

  4. You arrive on the Create Collection page

From the Manage Collections page

  1. Click My Apps in top menu

  2. Select Collections

  3. Click the Make a Collection button in the top right

  4. You arrive on the Create Collection page

How to create a Collection

  1. Once you are on the Create Collection page

  2. Name the Collection

  3. You must select at least one Department, e.g. Public Impact

  4. Once you have selected a Department, you can categorise your collection

    1. Optionally tag your Collection with causes and sub causes

    2. Optionally give your Collection a Description (this will appear when someone visits the Collection)

    3. Optionally add a Thumbnail Image (this appears on pages that list several collections)

    4. Optionally and a Cover Image (this appears at the top of the Collection’s page)

  5. In the Available Fields section, search for the Progress Trackers, Surveys and Strategies you want to add to the Collection (purple arrow)

  6. The search results appear at the bottom of the box. Press the Add button next to the Progress Trackers, Surveys and Strategies you want to add to the Collection (blue arrow)

  7. Surveys, Progress Trackers and Strategies that you add to your Collection appear on the right in the Items in your collection box

  8. Press the Remove button to remove an item from your Collection

  9. You can customise how each item is displayed in your Collection:

    1. To add a Description for that item in your Collection, type in the Description box

    2. To add a profile picture to use for that item, upload a file by clicking the Choose File button

    3. Alternatively, use the Colour selector to add a block colour instead of a profile picture for that item

  10. Once you have finished adding items to the Collection, scroll to the bottom and click the Advanced

  11. The Advanced section opens

  12. Choose whether the Collection is owned and editable by only you or also by other Organisation Admins in your organisation

  13. Set the visibility of your Collection

  14. Press Save

  15. You arrive on the Collection page

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