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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. 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.
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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Customization

General settings
Saved searches
Tags
Custom fields
Events
Assessments/Codes
Leader roles
External systems settings
Job titles settings
Timeline item types

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Membership and activity

Members settings
User group settings
Deleted people
Bulk task list

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Data import

Data imports
Automated import configurations

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Reports

Status report definitions
Custom house visit questions
Spreadsheet template reports

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Email and SMS

Email settings
Email templates
Sent email
Text messages
SMS numbers
SMS templates
MMS media

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Call Center

Call pools
Scripts
Callers
Locks
Call Center settings

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Maps and shapes

Upload shape file
Copy shape groups

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Advanced features

Calculated columns settings
Contact types
Public forms
Submitted public forms
Bouncing emails