Projects

Understanding the Projects Page

The projects page has a lot of options to choose from to help manage your projects.

View Project

Links to the project view page with all the details, volunteers, and more for that specific project.

Feature Project

Toggles on/off the feature component of the project. This is utilized in the front-end website module: "Featured Projects" which pulls three featured projetcs and displays them accordingly.

A featured project will have a red background with a white star.

Project Status

Toggles the status of a project between "Draft" and "Published".

indicates the project is published and visible on the front-end website.

indicates the proejct is a draft and NOT visible on the front-end website.

If a project is published and this button is clicked, it will have you confirm before it unbuplishes the listing from your website.

Edit Project

Opens the edit project pop-up form to quickly edit all the details associated with the project listing.

Editing Leaders & Volunteers: To manage all volunteers and leaders, head to the project view page to do so!

Duplicate Project

This will copy the project's information and open up the edit project pop-up. When you click save, it will create add a new project to your project list.

Delete Project

Removes the project completely from your listing. This cannot be undone! So proceed wiht caution, but don't worry, it will have you comfirm before it deletes a project.

Adding a Project

Click the "+" button to add a new project. You must specify an event to add a project.

Export Projects

• Projects (XLSX) - Downloads an excel file with all projects and their information

• Volunteers (XLSX) - Downloads a contact excel file and what projects each person has signed up for

• Check-in Sheets (PDF) - Provides a PDF compiled of check-in sheets for every project. These list the project information and a table of volunteers, their contact information, if they have a signed waiver, and a spot to check that they have checked-in.

Project View Page

Now that we have a project created, lets get some volunteers added to your project. Click the View Project button on your new project.

This page has lots of information about your project and access to your admin buttons on the left below your project image.

There are three new action buttons you can access here:

1. Assign Volunteers

2. Email Leaders

3. Email Volunteers

Assign Volunteers

This opens up a pop-up form that allows you to assign a volunteer to the project

"Add Existing Contact" allows you to search your contact table and add an existing person. This will assign them to this project and send them an email saying they have been registered for this project.

"Add New Contact" allows you to quickly add a new person to the sytem. This will add them to your contact table, create them a user account, and send them a welcome email with their details and the project info.

Be sure to check when adding a contact that they don't already exist in your system to prevent duplicates!

Adding a volunteer as a project leader will give them access your admin portal and this specific project page. They can edit the project information, assign volunteers, and see who has signed up.

Assigning/Removing Leaders

You can assign a leader when you add them as a volunteer or by adding them from the volunteer table. Use the dropdown next to each contact and select "Add as Leader."

This will send your leader an email saying they have been added as a leader and given access to the Admin Portal to view the project info, manage their volunteers, etc.

They only have access to their assigned projects.

To remove a leader, do the same thing you did to add them. You can click the dropdown and select remove as leader. This will remove their role as leader and remove access to the admin portal.

The Project Leader Role: Leaders will only see a "My Projects" page in their menu like you have. This will populate with projects they have been added to as project leaders. There, they have the ability to Assign Volunteers, Email Leaders & Volunteers, and Export information (Excel Files, Check-in Sheets, etc.)

Email Leaders/Volunteers

This will send a message to leaders or volunteers for this specific project only! A great tool for project leaders to utilize for communicating with their specific volunteers.

This works exactly like emailing in the Contacts page, just selects only volunteers or leaders affiliated with this specific project.

Anonymous Volunteers

If the option is toggled on for the project, you can assign anonymous registrations. Anonymous registrations are connected with a volunteer with the project. You can select the volunteer you want to add anonymous registrations to, and then adjust the quantities of how many are coming (adults and minors).