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Union admins can create a new project for their group without leaving the union portal. The new project is set up with your group’s core organizing features enabled, and you choose its name, geocoder, and optional features as you create it.

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Open the New project dialog

On the Projects tab of the union portal dashboard, click the New project… button. It appears both above and below the projects table. Union portal Projects tab with the New project button above the projects table

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Fill in the project details

The New project dialog collects everything Broadstripes needs to set up the project. New project dialog with Name field, Primary geocoder dropdown, and Project Settings checkboxes
  • Name — the project’s display name, up to 40 characters. A character counter appears as you approach the limit. The name must be different from every existing project’s name; Broadstripes tells you if it conflicts.
  • Primary geocoder — which address geocoder the project uses: US (the default), Canada, or None.
  • Project Settings — optional features for the project, all off by default:
    • Data imports can create multiple employments
    • Require two-factor authentication
    • SMS messaging
    • Email
    • Call Center (phone-banking)
    • Limited visibility
    • Public forms
Core organizing features — labor organizing, employments, community organizing, and telecom opt-in/opt-out tracking — are always enabled on new projects, so you only choose the optional ones here.
Click Save to create the project, or Cancel to close the dialog without creating anything.

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After the project is created

When the project is created, a confirmation toast appears, the dialog closes, and the new project shows up as a row in the projects table with its Active status. The Your projects count at the top of the dashboard updates to include it. You stay on the union portal dashboard — to open the new project, click the actions menu (⋯) next to its name and select Go to project, which opens it in a new browser tab.
Broadstripes generates the project’s URL nickname automatically from your group name and the project name — you don’t need to choose one.

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Next steps

Once the project exists, see Manage project members to add organizers to it and set their roles and permissions.