A guide for Admins to create a new project within a workspace
What is a project?
💡 To create a project, you must first create a workspace. Check Create a new workspace in Folktale to learn more.
Step One: Add a project
Once you sign in, click on your workspace name in the left navigation panel (on desktop) or press the menu button in the top left and press on your workspace name from the panel (on mobile devices).
On desktop | On mobile devices |
Next, click Add a project and you'll be taken to the Create your project page.
If you don't have any project yet, you will see the Create project button on your screen.
Add your project name and a cover image to make it recognizable. You can also choose an icon and color that distinguishes it from other projects.
Add a description and goal of your project to give helpful context to Insights Managers who will be overseeing the project. Define what you consider to be a successful outcome for this project.
Additionally, you can add the target completion date if applicable. It is a useful way for Insights Managers to manage their active projects. It helps them to:
- Ensure that story collection activities occur within a set time frame. This can be useful for those with time-sensitive reporting requirements.
- Assist in managing a workspace’s active project limits.
You can also change the settings for the automated captions by checking or unchecking the box next to Generate video caption files automatically in this project.
By checking the box, you enable the system to automatically generate captions for all stories within the project. If you want to turn off this feature, uncheck the box.
Congratulations! Your project has been created successfully. Now, you can collect stories for this project by sending a Story Invitation or creating a Story Preset.