Create a Project

Owned by Matt Kepple
Last updated: Jun 06, 2023
3 min read

You can create a project as long as you have the Organisation Admin or Project Creator role.

Steps

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.

  1. Click Create in the top menu

  2. Select Project.

  3. You arrive on the Create Project page.

  4. Choose the Project Category that this project belongs to.

  5. In Project Name, add a name for your project.

  6. 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

  7. 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)

  8. 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

  9. 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.

  10. Unless you are using Makerble’s Donations Marketplace, skip the Advanced section

  11. Press Save Changes

  12. You arrive on the Project Preferences page.

  13. Modify settings as required

  14. Scroll to the bottom and click Save.

     

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