Step 5: Create a project

A Project is a way of keeping all resources associated with a business project together in one place. If you are tracking all the work completed on a road renewal project, you may have a Maps Project to track to-dos, costs, contacts for the project, data collection forms, and maps that show city water infrastructure in the area. Projects make it easier to collaborate with outside agencies, and create a historical record of all actions taken.

Here's how you can create a new project:


  1. Make a Project Template if you haven't already by using the steps outlined in this article: 
  2. Click the projects icon Screenshot__14_.png on the left side of the screen. Once you have a few projects made, this is also where you can access them.

  3. Click the "NEW PROJECT +" button at the top right of the screen.

  4. Select the project template from the list that appears next to "Template".
  5. Create a Project ID or toggle "Auto Generated" on to be green. We recommend using the auto generated ID to guarantee your projects always have unique IDs. 
  6. Fill in the remaining project details. The start and end date will set a filter on the information that you add to the project. 

  7. Click "CREATE" once you're happy with the project details. 
  8. Add project Resources by clicking on any of the resource types and selecting the grey boxes to the left of the resource. 
    • In the Maps section, you can select a default map by selecting the map and then clicking the small circle that appears to the right of the map. 
    • In the forms section, repeatable forms can be "FILTERED". This means that any feature that was created outside of the project date will not show up on the map. 
  9. Click "LOAD PROJECT" when you're ready. Once in the project, you can click the green circle with three dots and add information to the project such as an Area of Interest which will set a filter on the data that shows up in the project. 
  10. Congrats! You made a project! 

    Next article: Step 6: User admin and permissions. 

Have more questions? Submit a request


Powered by Zendesk