Project Settings
General settings
General settings allow you to customize your Broadstripes project to match your organization’s workflow. With general settings, you can select how you want certain key fields to be labeled, choose basic user permissions, and pick a default layout for displaying...
Lists, Custom fields, and Events
This article covers how to work with the project settings Lists, Custom fields, and Events. To get started, access General settings by clicking Settings > All settings in the upper right corner of any page. The Project settings page will open. Click a link to make...
Codes and Assessments
What’s the difference between “Assessments” and “Codes”? To give a short answer – well, nothing! “Assessment” and “Code” refer to the exact same piece of employment information in Broadstripes; it’s just a...
Leader roles
Whether your project is designed for internal, external, or community organizing, your users probably have a need to identify the leaders within the bargaining unit or worker group. As an administrator, you can easily view, edit or define new leadership roles for your...
External systems
External systems capture unique IDs from other database systems. Created prior to import, external systems are useful for retaining IDs that you don’t want to lose when you bring your records into Broadstripes. External systems are also crucial if you plan...
Data imports
Need to import data? If you are looking for step by step help on how to import data into your Broadstripes project for the first time, you’ll want to check out the Import Overview article. (The article below focuses on how to work with the data imports index...
User groups
User groups allow you to pull users together into small groups to simplify sharing and communication tasks. To get started, access User Groups by clicking Settings > All settings in the upper right corner of any page. From the Project settings page, click the Basic...
Project members
See details about your members – the users who have been invited to have a role in your project. View your project’s users To get started, you can access Members settings in one of two ways:Click Settings > Project members in the upper right corner of any...
Job titles/Classifications
View all the job titles (AKA classifications) you’ve created for your project in a single list.
Status report definitions
Status reports allow you to create snapshots of your campaign progress for others to review. With status reports, you can select what information to display and quantify, what shops to include in your report, and customize the layout of your report. Once you have...
Calculated columns
Calculated columns allow you to create and display custom metrics for your project. You can learn more about what calculated columns can do in the Working with Calculated Columns article. Once your custom columns have been created, you can manage them from Project...
Custom house visit questions
Broadstripes can automatically print individual question sheets for each person on your house visit (house call) list. As an organizer, you can use the sheets to prompt you and help you record answers to the questions that are most important to your campaign. To get...
Spreadsheet template reports
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Contact types
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Employment data review
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Email templates
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Sent email
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Temporary visibility
Overview In cases where users shouldn’t have full access to the project’s data, Broadstripes allows admins to control what data a basic user is able to see in a project with two optional features: “Limited Visibility” and “Temporary...