Project setup and management

Explore how to set up your project with questions and content

Jay Dawkins avatar Warren Foushee avatar Brad Johnson avatar +2
68 articles in this collection
Written by Jay Dawkins, Warren Foushee, Brad Johnson and 2 others
Setup

How to copy a content box

Copying content for reuse within a project
Amanda Irvin avatar
Written by Amanda Irvin
Updated over a week ago

Image & Design Standards for Graphic Assets

What size should my images be? Helpful standards when creating graphics and content for your projects, surveys, events, and websites.
Jay Dawkins avatar
Written by Jay Dawkins
Updated over a week ago

Using the media library to store and organize images and videos

The media library is used throughout the application and is a place to access media for emails, surveys, events, and more.
Jay Dawkins avatar
Written by Jay Dawkins
Updated over a week ago

How to build a custom link

Creating a custom URL (shortcode link and email address) for your project or survey
Warren Foushee avatar
Written by Warren Foushee
Updated over a week ago

How to save your custom QR Code

Saving and using your custom URL QR code
Amanda Irvin avatar
Written by Amanda Irvin
Updated over a week ago

Featured vs Listed on the hub

What is the difference between Featured and Listed on the public hub?
Warren Foushee avatar
Written by Warren Foushee
Updated over a week ago

How to make steps clickable

Clickable steps allow participants to skip back or ahead on your survey.
Warren Foushee avatar
Written by Warren Foushee
Updated over a week ago

How to add a timeline

Add a timeline to your project, topic page, or sidebar
Amanda Irvin avatar
Written by Amanda Irvin
Updated over a week ago

How to change the name of a step

Editing step names
Amanda Irvin avatar
Written by Amanda Irvin
Updated over a week ago

Adding an image to a content box & scaling (sizing)

Resize images to create crisper pictures and scale your photographs
Warren Foushee avatar
Written by Warren Foushee
Updated over a week ago

How to add documents to a survey

Add a .pdf or document to a survey
Warren Foushee avatar
Written by Warren Foushee
Updated over a week ago

Embedding questions, surveys, and project content into your website

You can embed public-facing content in your existing website if your content management system supports iFrame embedding. Here's how.
Jay Dawkins avatar
Written by Jay Dawkins
Updated over a week ago

How do I edit the title of my project?

Change the name of a project / survey / initiative / project group (topic)
Brad Johnson avatar
Written by Brad Johnson
Updated over a week ago

Creating a new content category rule

Custom rules can be created to tag articles that contain specific keywords.
Jay Dawkins avatar
Written by Jay Dawkins
Updated over a week ago

How to change your Site format

Switch between Content + Questions, Question Series (Poll Series,) and add or remove the Sidebar
Amanda Irvin avatar
Written by Amanda Irvin
Updated over a week ago

Add a Youtube video to your project

How to add a Youtube video to a project, project group or sidebar
Jay Dawkins avatar
Written by Jay Dawkins
Updated over a week ago

How to add a project description

This article will show you how to add a description to your project
Warren Foushee avatar
Written by Warren Foushee
Updated over a week ago

How to add a background image to a Question Series survey

Add a background image to your poll series
Amanda Irvin avatar
Written by Amanda Irvin
Updated over a week ago
Project Management

How to remove active projects from your hub

Un-list a project from your engagement hub
Bronlea Mishler avatar
Written by Bronlea Mishler
Updated over a week ago

List an archived project on you hub

How to showcase a past project's results on your engagement hub
Amanda Irvin avatar
Written by Amanda Irvin
Updated over a week ago

How to add project-level administrators

Amanda Irvin avatar
Written by Amanda Irvin
Updated over a week ago

How to delete a project

Amanda Irvin avatar
Written by Amanda Irvin
Updated over a week ago

How to let people take your survey before it goes live

Warren Foushee avatar
Written by Warren Foushee
Updated over a week ago

How to schedule a close date for your project

Set a close date for your project
Warren Foushee avatar
Written by Warren Foushee
Updated over a week ago

How to un-archive a project & re-open a Survey

How to re-open a closed survey or project.
Amanda Irvin avatar
Written by Amanda Irvin
Updated over a week ago

How to print a survey

Warren Foushee avatar
Written by Warren Foushee
Updated over a week ago

How can I create a survey template to create several similar surveys?

What is the best way to create multiple similar surveys?
Warren Foushee avatar
Written by Warren Foushee
Updated over a week ago

How to close a Project

How to end a survey or project to prohibit further responses
Warren Foushee avatar
Written by Warren Foushee
Updated over a week ago

How can I delete all project responses and views?

This will show you how to clear / remove responses and views on your project so you can start over fresh!
Warren Foushee avatar
Written by Warren Foushee
Updated over a week ago

Archiving a project

How to close your survey to responses
Warren Foushee avatar
Written by Warren Foushee
Updated over a week ago
Question management

Re-using and Copying questions

Warren Foushee avatar
Written by Warren Foushee
Updated over a week ago

How to schedule a close date for a single question

How to set a closing date for a specific question (1)
Amanda Irvin avatar
Written by Amanda Irvin
Updated over a week ago

Schedule a close date for all questions

Specify a closing date for all questions
Amanda Irvin avatar
Written by Amanda Irvin
Updated over a week ago

How to re-open a closed question

Re-opening an individual question that is closed to responses.
Amanda Irvin avatar
Written by Amanda Irvin
Updated over a week ago

How to re-open all closed questions

Quickly re-open all questions to allow responses again
Amanda Irvin avatar
Written by Amanda Irvin
Updated over a week ago

How do I recover archived questions or content?

Learn how to restore questions or content that you've archived
Bronlea Mishler avatar
Written by Bronlea Mishler
Updated over a week ago

Open, close, or edit settings for all questions

If you want to update multiple questions, and aren't ready to fully archive/close your project, the "Edit All" dialog is helpful.
Jay Dawkins avatar
Written by Jay Dawkins
Updated over a week ago

How to copy a Project

You can re-use or copy a survey to speed up the content creation process
Warren Foushee avatar
Written by Warren Foushee
Updated over a week ago

How to hide a question

How to hide a question
Amanda Irvin avatar
Written by Amanda Irvin
Updated over a week ago

How to un-archive a question

Un-archive a question
Amanda Irvin avatar
Written by Amanda Irvin
Updated over a week ago

How to un-hide a question

Unhide a question
Amanda Irvin avatar
Written by Amanda Irvin
Updated over a week ago

How to delete a question

delete a question permanently
Amanda Irvin avatar
Written by Amanda Irvin
Updated over a week ago

How to archive a question

How to archive a question
Amanda Irvin avatar
Written by Amanda Irvin
Updated over a week ago