Create, edit and unpublish projects

Contents

How can I create a project?

If you want to create a project on OPIN, you can easily do so in just a few steps:

  1. Go to your organization page in the dropdown menu next to your user name
  2. Select the tab Projects in the menu on the left hand side.
  3. Click create project at the top of the page.
  4. Select a template that fits your participation process and click use this template.
    If you are not sure which template to use, check out our decision-support tool.
  5. A form will pop up requesting the basic information of your project (e.g. title, short description, etc.). Fill out the gaps and click create project.
  6. The dashboard, where you can edit and manage your projects, appears now. In the upper right corner you can see a circle showing how much percent of content is still missing before you can publish your project.
  7. Project tabs: To finish creating your project, you need to click at least on the tabs which are marked with a red ! and fill out the necessary information.
  8. Information: This information will be displayed in the information tab of the project for your participants.
  9. Result: This information will be displayed in the information tab of the project for your participants.
  10. Offline events: Click on add event, fill out the title, a description and the date of your events and click save. The offline event will be added to your timeline and will be visible for participants.
  11. Moderators: Invite the moderators of your project via e-mail address.
  12. User: Invite the users of your project via e-mail address. (only for private projects)
  13. Phase: Fill out the name of the participation phases and choose when each phase should start and end.
  14. Category: Click on add category to add categories to your project to structure the content. Users can assign their post to the categories you created.
  15. Export: Click on the export tab to download your results as a csv or excel file.
  16. Now your project is ready to be published. The circle should be completed and the publish button is now activated. Click activate to publish your project.
  17. Click on view to see your project.

How can I edit a project?

  1. Go to your dashboard, via your organization page, or via the project page (edit project).
  2. Select the tab projects in the menu on the left-hand side.
  3. Click on the project you would like to edit.
  4. Carry out the changes in the fill-out forms in each tab Information, Participation, Result.
  5. Click save and publish in order to publish your changes straight away or unpublish if you don’t want your to project to be visible to the public yet.

How can I delete a project?

  1. Go to your dashboard, via your organization page, or via the project page (edit project).
  2. Select the tab projects in the menu on the left-hand side.
  3. Click on the project you would like to delete.
  4. Click delete at the bottom of the fill-out form to eliminate the project completely or click unpublish if you don’t want your to project to be visible to the public yet.
  5. If you chose to delete your project, confirm your decision by clicking on delete in the pop-up window.