Introduction to Projects in Folktale
Introduction
Projects in Folktale provide a structured way to collect and manage stories related to specific initiatives, locations, or milestones. Admins and Insights Leads can use projects to track contributions, send invitations, and monitor engagement.
📍 Who is this for?
If you're working with collected stories, projects help you stay organized, collaborate effectively, and ensure every contribution is meaningful.
🔑 What permissions are needed?
- Log in required
- Admins can create and manage projects
- Insights Leads can manage story invitations and presets but cannot create projects
What is a Project?
A project is a time-bound space for collecting and organizing stories. It allows Admins and Insights Leads to:
- Group story requests and contributions for better tracking.
- Organize stories based on location, initiative, or events.
- Monitor submission rates and progress.
Who has access to a Project?
- Admins: Can create and manage projects, adjust settings, and upload consent forms.
- Insights Leads: Can create Story Invitations and Story Presets but do not have access to Project Settings.
- Contributors & Field Reporters: Do not have access to projects directly.
📌 Need to create a project? Learn how in Creating a New Folktale Project.
Navigating to a Project
- On Desktop: Click on your workspace name in the left navigation panel.
- On Mobile: Press the menu button, then select your workspace name.
- Select a project to access its details.
If you haven't created a project yet, follow this guide.
What Can I Do in a Project?
Admins and Insights Leads have access to the Project Dashboard, where they can:
Monitor the Project Dashboard
- Track progress, submission rates, and engagement through the Project Dashboard.
Create and Manage Projects (Admins only)
- Create new projects and manage them within the workspace.
View Project Summary
- Get an overview of the project's goals, leaderboard, and received stories.
Manage Story Invitations
- Send and track Story Invitations to collect contributions.
Manage Story Presets
- Set up and modify Story Presets for consistent contributions.
Send Reminders
- Remind contributors to submit their stories via the Reminders feature.