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

What are Image & Design Standards for Graphic Assets?

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 change the title of my project?

Changing the name of a project / survey / initiative / 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
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

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 re-use or copy an entire survey

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