Manage a project

Find project content

To find content for an existing project:

1. Navigate to the Dashboard.

2. In the top-level menu bar, click Projects. This will show you a list of all the projects you have access to.

3. Click a project. This will take you to the project page, where you can see reports, preview the published page, edit content, view revisions, see members and followers, or delete the project.

Note: you might not have access to certain actions, such as deleting a project. If this seems incorrect, check with your District Engage administrator.

Edit and delete project content

To edit and delete content for an existing project:

1. Navigate to the Dashboard.

2. In the top-level menu bar, click Projects. This will show you a list of all the projects you have access to.

3. Scroll to the relevant project. On the right-hand side, click the ellipsis menu icon.

4. Click Edit to be taken directly to the project’s editing tab.

5. You can also navigate to the project overview page, then the editing tab. From the Projects page, click a project to be taken to the project overview. From here you can preview, edit, see revisions, see members and followers, or delete the project.

6. Scroll to a content block and hover your cursor over the name. If you have edit access, you’ll see a pencil icon. Click to open editing mode for that content block.

7. When you’re finished editing, click Done.

8. If you want to delete the content block, click Remove.

Note: you might not have access to certain actions, such as deleting a project. If this seems incorrect, check with your District Engage administrator.

Add new project content

Once you’ve created a new project for your consultation, you need to populate it with content and participation tools for your community members to engage with. The broad workflow looks like this:

1. Create a new project

2. Create individual content blocks

3. Create individual participation tools

4. Add them to the project

5. Review

6. Publish

Find more information on content blocks and groups.

Preview a project

To preview a project from the editing environment:

1. While logged in, use the top-level menu to navigate to the Projects tab.

2. Click on the project you’d like to preview from the available list.

3. Show a quick preview of your project content by clicking the Preview tab in your project overview.

4. To see what your project page will look like on the public-facing website, click the Frontend preview button in the top right.