Project

Before You Begin

Ensure you are logged into your engagement platform and have:

• Appropriate permissions to create projects
• Project information ready (title, description, timeline, images, etc.)
• Any related forms, contacts, or media already created (if applicable)

Step 1: Create a New Project

1. Hover over Content in the administration menu.
2. Select Add Content.
3. Choose Project.

The Project editing screen will open.

Step 2: Enter Basic Project Information

Add a Project Title

Enter a clear and descriptive title for your project.

Example: New Community Playground Project

Configure Project Settings

Select:

• Featured on Homepage (if applicable)
• Project Category
• Project State

Step 3: Add a Main Image

1. Select Add Media.
2. Choose an image from the Media Library or upload a new image.

Image Best Practices

• Upload the highest resolution image available within your site’s maximum upload size.
• Always provide Alternative Text (Alt Text) for accessibility.
• Uploaded images are automatically added to the Media Library.

Step 4: Add a Project Location

Use the interactive map to identify where the project is taking place.

Available location tools include:

Tool	Purpose
Pin	Mark a single location
Line	Ideal for roads, trails, or linear projects
Rectangle	Define square or rectangular project areas
Polygon	Define irregular project boundaries

Remove a Location Marker

1. Select the Erase
2. Click the marker or shape you want to remove.

When finished, collapse the location section if desired.

Step 5: Create a Project Timeline

The timeline displays in the project sidebar and helps users track project progress.

Add a Timeline Item

1. Select Add Timeline Item.
2. Complete the following fields:

Required Fields

• Title
• Percentage Complete
  • A value is required.
  • Enter 0 if work has not yet started.
• Date
• Description

Timeline Status Options

You can indicate whether the timeline item is:

• Complete
• Current Project Status

A completed phase may also remain identified as the current status when appropriate.

Timeline Best Practice

Use a consistent date format across all projects on your platform.

Step 6: Add Project Content

Select Add Content to build the main body of the project page.

Examples of content include:

• Project Overview
• Project Goals
• Background Information
• Impact Statements
• Construction Details

Accessibility Requirements

Use proper heading structure:

• H2
  • H3
• H2
  • H3

Avoid skipping heading levels, as assistive technology users rely on heading structure for navigation.

Step 7: Add Content Components

Accordions (Frequently Asked Questions)

Accordions are commonly used for FAQs.

• Add an Accordion Group Title.
• Add one or more Accordion Items.
• Enter:
  • Question (Title)
  • Answer (Content)

Example questions:

• When will the playground open?
• Will the park remain open during construction?

Cards

Cards are often used as calls to action.

Each card can include:

• Title
• Content
• Image (optional)
• Link URL

Examples:

• Learn More
• View Construction Schedule
• Register for Updates

Single Images

Use this option to display one image within the page content.

You may also add:

• Image caption

Media Galleries

Use Media Galleries to display multiple images.

1. Select Add Media Gallery.
2. Choose an existing gallery from the dropdown list.

Users can browse through gallery images directly on the project page.

Tiles

Tiles are icon-based links or calls to action.

Add a Tile

1. Enter the URL.
2. Enter link text.
3. Add a Font Awesome icon.

Finding an Icon

1. Visit Font Awesome.
2. Select an icon.
3. Choose the Classic Light
4. Copy the HTML code.
5. Paste it into the Icon field.
6. Keep only the icon class value found within the quotation marks.

Webforms

Web Forms can be embedded directly within the project content.

1. Select Add Web Form.
2. Choose a form from the dropdown list.

Examples:

• Feedback Forms
• Registration Forms
• Public Input Forms

Step 8: Add Project Contacts

Project contacts allow users to connect with project representatives.

Examples:

• City Planner
• Project Manager
• Contractor

To add a contact:

1. Search for the contact name.
2. Select the desired contact.
3. Repeat as needed.

Multiple contacts can be assigned to a project.

Step 9: Add Related Links

Related Links appear in the project sidebar.

Use them to direct users to:

• Related projects
• External websites
• Supporting resources
• Additional documentation

Step 10: Add Third-Party Embeds

Embeds allow you to display external content such as videos.

Examples:

• YouTube videos
• Promotional videos
• Interviews

Add a YouTube Embed

1. Open the YouTube video.
2. Select Share.
3. Select Embed.
4. Copy the embed code.
5. Paste the code into the Iframe or Script
6. Add a title.

Note: Additional permissions may be required to use embeds.

Step 11: Configure Engagement Opportunities

Projects support several engagement tools.

Surveys

Choose one of the following options:

Webform

Select an existing web form.

Embedded Survey

Embed a survey from another platform.

External Survey Link

Link users to a survey hosted elsewhere.

Participate Section

The Participate section can be used for community engagement activities such as:

• Photo contests
• Idea collection
• Public submissions
• Community feedback

Participation options are connected to web forms.

Project Discussions

To enable comments:

1. Open Comment Settings.
2. Turn discussions on.

Important Notes

• Comments require moderation.
• Comments are not published immediately.
• Authorized users can:
  • Approve comments
  • Edit comments
  • Delete comments

Step 12: Enable Project Update Notifications

Allow users to subscribe to project updates.

Enable Subscriptions

1. Open the Notifications
2. Enable Show Email Subscription Form.

Users can now subscribe for project updates.

Send an Update

When updating the project:

1. Enable Send Mail Out to Project Update Subscribers Now.
2. Enter details about the update.
3. Save the project.

Subscribers will receive an email notification.

Step 13: Choose a Moderation State

Create New Draft

Use when work is in progress.

• Visible only to logged-in users with access.

Needs Review

Use when content requires approval before publication.

• Not visible to public users.

Publish

Makes the project publicly available.

• Includes the latest project updates.

Unpublish

Removes the project from public view.

• Hidden from anonymous users.

Step 14: Publish the Project

Once all content has been reviewed:

1. Select Publish.
2. Save the project.