Help -> Projects -> Creating and Editing
Below is an overview of fields you can fill out when creating a new Project. All fields except for To-Dos are required.
- Project Name: This is the name used to describe your Project. For example, you might name a Project, "John Smith's September 8th surgery". You can edit this field after the Project has been created.
- Link To Person: This is the person linked to the Project. For example, if the Project is a prayer request for John Smith, then you could select John Smith as the Link To Person. This field can not be edited after the Project has been created. By default the Display Image of the Link To Person is shown with the Project, but you can override the default by uploading a custom Display Image (See the Projects -> Managing help article for more about custom Display Images).
- Assigned To Group: This is the Group the Project is assigned to. All Members of this Group that have Access to Projects can see and interact with this Project. This field can not be edited after the Project has been created.
- Assigned To Person: This is the person on your Leadership Team who the Project is assigned to. You can edit this field after the Project has been created.
- Description: This is where you can describe the Project in more detail. You can edit this field after the Project has been created.
- To-Dos: Here you have the option to create a To-Do for each Member of the Assigned To Group. For example, you might use this feature to quickly create To-Dos for each member of the Assigned To Group to pray for John Smith's surgery each day for the next three days. To-Dos created in this manner will be visible to all Members of the Assigned to Group on the Project's To-Dos tab. Note: You can also create To-Dos like this after the Project has been created by clicking the Manage button on the Project page and clicking Create To-Do.
Related Help Documentation:
Applicable Manager Links:
