The Create Menu lets you create new content that you have permission to create, for example, new projects, contacts and tips.

Open

If you are an Organisation Admin you will have the Show More Options button at the bottom of your Create Menu.

Open

Get Started with the Create Menu

• Send a Survey - lets you send unique survey links to project contacts whom you want to complete a survey

• Project

• Progress Board - lets you create a personal Progress Board (Note: for Boards that colleagues can access, use the Managed Progress Board option in the Show More Options section instead)

• Contact

• Event

• Album

• Tip

• Alert Trigger

• Timesheet

• Collection

• Skill

• Project Form

• Managed Board

• Survey

• Goals & Trackers - lets you create Outcomes and create Progress Trackers

• Strategy

• Organisation

• Custom Form

• Contact Group

• Event Category