Create a Project Form

Owned by Matt Kepple
Last updated: Jan 24, 2023
2 min read

Project Templates were previously called Project Forms or Project Categories

A project template lets you

  • Decide which fields appear on the Create/Edit Project page

  • Automatically add one or more surveys to every project that is created using the project template

Steps to create a Project Template

  1. Press the Make a Project Template button on the Manage Project Templates page

  2. You arrive on the New Project Template page

  3. Name your Project Template (you can change the name later)

  4. The left column shows the Available fields: these are publicly available fields that you can add to your Project Template.

    1. If you want to create your own fields, you need to save your Project Template first and then go back and edit the Project Template.

  5. Fields you add to your project template will appear in the right column called Current fields

  6. Use the arrows to reorder the fields on your Project Template

  7. Certain fields cannot be removed because they are required by the platform when creating a project. These are:

    1. Name

    2. Year Start Date (a hidden field which does not actually appear on the New Project Template)

    3. Editors (the system name for Project Managers)

    4. Reporters

    5. Observers (the system name for Project Members)

  8. Press Save to create your Project Template

  9. You arrive back on the Manage Project Templates page