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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. To open the full Project settings page, select All project settings from the menu. When the Project settings page opens, you’ll see a list of all your project settings in one convenient place. From there, just click a link to view or modify that setting. Your Project settings page may look slightly different depending on the features you have enabled for your project.

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Project settings

Click any project settings topic below to get an in-depth description:

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Basic

General settings
Saved searches
Lists
Custom fields
Events
Assessments/Codes
Leader roles
External systems settings
Data imports
User group settings
Members settings
Timeline item types

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Employment

Employment Data Review
Job titles settings

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Reports

Status report definitions
Spreadsheet template Reports
Custom house visit Questions

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Messaging

Outgoing email settings
Email templates
Sent email

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Special features

Calculated columns settings
Contact types