Intro
As the admin of your Broadstripes project, you may find that you have a lot of information you want to keep track of – data imports, custom fields, report formats, and user permissions, just to name a few. Thankfully, Broadstripes provides the tools you need to make your job more simple. One tool you should know about is the Project settings page – a single access point for all of your admin tools. To access your project settings, click the Project settings button in the upper-right navigation bar, or press Cmd+K (Mac) or Ctrl+K (Windows/Linux). A searchable command menu opens listing all settings pages available to you. Type to search by name, or scroll through the grouped list. A Recently used section at the top shows the settings pages you visit most often. A footer toggle lets you set whether settings pages open in a new tab or the current tab by default. You can also control tab behavior for individual items without changing the toggle:- Hover over any row to reveal an arrow button at the right edge. Click it to open just that page in a new tab, leaving the toggle unchanged.
- Hold Cmd (Mac) or Ctrl (Windows/Linux) while selecting an item to invert the toggle for that one selection: if the toggle is off, the item opens in a new tab; if the toggle is on, it opens in the current tab.
Project settings
Click any project settings topic below to get an in-depth description:Basic
General settingsSaved searches
Lists
Custom fields
Events
Assessments/Codes
Leader roles
External systems settings
Data imports
User group settings
Members settings
Timeline item types
Employment
Employment Data ReviewJob titles settings
Reports
Status report definitionsSpreadsheet template Reports
Custom house visit Questions
Messaging
Outgoing email settingsEmail templates
Sent email
Special features
Calculated columns settingsContact types