Create Project Links

This feature allows your customers to generate and kick off their own projects as needed

Navigate to Settings > Create Project Link

It is highly recommended that you toggle on the Enable Captcha option to prevent bots from spam creating projects on your account

Creating a New Project Link

1. Click on the Create New Project Link button 
2. You must fill in 4 fields to make the Project Link active
   1. Title your new Project Link
   2. Select a Project Manager (dropdown)

   3. Project Name Prompt

      This is the text of the question asking them what to name their new project. Try something like "What is the name of your project?"
       

   4. Collaborator Email Prompt

      This is the text of the question asking them for their email address. The email they enter will be invited as a collaborator to the new project.

Once you fill in that info, a unique Project Link URL will appear right below the title of your Project Link. Copy the link and add it as a button or link somewhere on your website to direct your customers to start filling out the forms and generate their own Projects or kick off a new Project at their convenience.

You can have as many Project Links as you like for your account.

Tip:  If you offer different types of services for your customers, you can create a specific Project Link for each one

New Project Link Form Explained

When filling out your Project Link form, please note that your clients will not see the prompts you see, they will only see what you input as your choices and text. 

Using the sample form below as an example, your client will not see "Project Name Prompt", they will instead see "Project Name & Client Name"

Tip: The best way to see exactly what your clients/customers will see is to copy that Project Link URL and paste it into a new browser window

Best practices is to have your form open on one window and the Project Link output open in another so you can see the changes occurring in real time. Don't forget to refresh the Project Link URL page whenever you make a change to see the change.

You can make changes to this Project Link whenever you want, even after your clients begin using this page. Changes will occur going forward, changes will not impact projects that have already been created using the older version of the form.

• Title

  This will be the name of the form that your customers will see. It is generally recommended that you title your form something related to your business and something that will make sense to your clients
   

• Delete Link

  If you no longer need any project links, you can delete them using this button
   

• Project Link URL

  This is a unique link that is generated which you can add as a button or link on your website for your clients to navigate to and kick off their own projects

• Project Manager

  The user selected in this dropdown will be the project manager assigned to the project created with this form

• Template

  Selecting a template in this dropdown will be the template that is automatically used when the project is created. 

  It is highly recommended to use a template here, if you do not, your project will be created blank except for the answers to the form if you are selecting one in the form dropdown field
   

• Instructions for your client

  Customize and style some instructions in this text box. If you have a very specific way you wish your customers to fill out this form, add all of the details here.
   

• Project Name Prompt

  The answer to the prompt you write here will be what shows up as the name of the Project that is created by your client. If they enter their name, for example, the project will be called their name.

  Be as specific as you can when entering your prompt

  Examples: 

  If you want the project names to be your client's name, your prompt should be:

  Enter your first and last name

  If you want the project name to be based on an invoice number or something similar, your prompt should be:

  Enter the invoice number

• Form

  If you have other fields you would like your customers to fill out that is more than their email address, you can use the form feature to craft a more complex form and attach it to your Project Link. The form you attach will be appended the the required fields area of Project Name Prompt and Collaborator Email Prompt

  See the sample Project Link form below for an example of what this page looks like including an attached form
   

• Collaborator Email Prompt

  The answer to the prompt you will enter in this filed will be an email address that will be invited to the Project. If you want the person that is filling out the form to enter their email address, your prompt should reflect that

  Example prompt: Enter your Email address

• Project Role

  If you have a role that you wish to automatically assign to the email address that will be entered using the prompt above, you can select it here.

  A common role that account users select here is 'client' or 'customer'

• Collaborator Email Prompt 2

  Fill in this field if you would like the person filling out the form to be able to add a second email to invite and collaborate on this project. If using this optional field, be sure to enter your prompt to clearly reflect that the email entered will also be invited to the project. 

  Example prompt: Enter the email address of someone you want to collaborate on this project with

• Project Role 2

  You can optionally assign another project role to the second collaborator. If you do not assign a role, this collaborator will be invited normally and without a role.
   

This is is what the customer/client would see as the output from the sample form above

Video Tutorial