The following steps describe how to add a New Project to your site. Projects can be used in a range of different ways to bring content to your site but are mostly utilized for individual consultations or projects.
The main features that make up a project page are; the ability to utilize EngagementHQ's nine online engagement tools, present information in widgets, and protect pages for private and community panels.
New projects can only be set up by users who have a site or hub administrator role. Project administrators will not be able to set up a new project or publish projects and will need to be assigned access to projects by their site or hub administrator. Learn how to do this in our Assigning project access to project administrators article.
You can take a look at the above video to create a new project or follow the steps below:
In the side navigation bar, click on Projects. The Projects page is displayed.
Click on the Create Project button. The page to create a new project is displayed. Fill out the new project information including; Title and Permalink.
NOTE:
The Permalink is the permanent link to the project page you are about to create. This refers to the URL structure of your pages. i.e. http://www.yourdomain.com/permalink. The permalink must not have any spaces and by default, it will simply resemble your page title.
Our system has a few reserved characters or words such as New, admin, etc. When these words are used as the first word in a project name, they might cause issues in the system. Hence the permalink generates 1 to make sure 'new' is not the beginning of the link and thus protects the system from errors.
A permalink should have a minimum of two characters, where at least one character is alphabetical (the other can be numeric or alphabet).
After you have entered your new project information, click on Create project. You will then be directed to your main project management screen.
Permalink - You can edit the permalink by clicking on the "Edit permalink button" > enter the permalink as per your requirement > Click on Submit.
Copy page URL button will provide you with the front-end link of the project page.
Settings
You can make changes to the project settings by clicking on the settings button.
Project setting includes visibility settings, changing the project image, and other advanced configurations. The below sections will elaborate more on project settings.
Visibility
You can choose who can view and participate in the project by going to settings and changing the project's visibility to Public, Panelled, or Protected as per your requirement.
You can assign the project to a hub by selecting the relevant hub from the Assign hub dropdown.
Project image
You can change the project image by going to the project image tab.
You can also add an alternative text for the image, and choose the layout of the project description from the options available below.
Advanced settings
Here, you can assign project admin access and configure social sharing of tools at submission level, advanced project URL redirect, and SEO HTML Metadata.
Once the visibility is set and the project gets ready with all the relevant description text, image(s), tools, widgets, and is ready for the public to view and interact with, you can Publish it from the drop-down that says 'Draft.
Note: To remove the published/ updated date from the bottom of the project page, go to the Site Settings page > Project settings > disable the toggle 'Display page published and last updated dates.
You can also view the newly added project in the projects list on the Projects page.
What's Next?
Learn how to manage your project image in order to bring a visual personality to your project.
Contact our support team if you need any further assistance via chat or email support@engagementhq.com