Help Articles


Status reports

Status reports

Take a snapshot of your progress with the Status Report feature. Learn how to create and work with status reports, including how to add custom columns and choose which shops and departments to include in your reports.

Import a spreadsheet

Import a spreadsheet

Create a new import and upload your file Congratulations! Your project and your spreadsheet are ready to meet each other. (If you don’t feel confident about that, please review Data import overview and Set up a project.) Here’s how you to start the import:...
Data import overview

Data import overview

  Imports are permanent When you run a data import, you need to know that the import is permanent, and there is no easy way to roll back your changes. Data import allows you to bring new worker lists into Broadstripes so you can begin organizing. Data import also lets...
Analyze import results

Analyze import results

Hi. Thanks for using the Broadstripes knowledge base. This article is being drafted, but isn’t ready for prime-time yet. Please check back here soon. In the meantime, if you need help with anything, please contact...
Events

Events

Overview Events are one type of custom field in Broadstripes. Each event can be created to contain one or more “steps” (checkboxes) to capture particular actions in the workflow of a given campaign activity. You should use events to record information that occurred at...

Broadstripes search language

Search Operators and Syntax Operator Matching Examples = Matches whole words in any order “name = john” finds people named John but not Johnson : Matches word fragments in any order “name: john” finds people named John or Johnson != Negative search name != john...
External systems

External systems

Intro Importing or updating from another database? An external system is your friend. If your worker list contains a unique ID from another database for each worker (for example, an employee ID from an employer’s “excelsior list” or a member ID from...
Tag lists

Tag lists

Tag people to create manual lists Lists give you an easy way to manually tag individuals whom you want to track as a group for any reason. For instance: people who are always hanging out together people that are your first-choice key targets people who helped hand out...
Logging in and looking around

Logging in and looking around

Introduction Welcome! You’ve joined the Broadstripes family as your project’s admin and we’re here to help you get adjusted in your new role. If you are admin to a completely new project, the first thing you might notice about Broadstripes is that it...

Set up a project

Setting up your project to enable effective organizing. Setting up a Broadstripes project means configuring the system to allow organizers to work in the most effective way (both for them, and for campaign leaders who need visibility into what’s going on). This section of the knowledge base was created to help project admins (like you) do just that.

User roles and permissions

User roles and permissions

Overview Before you invite a new organizer or change permissions granted to an existing organizer, you’ll want to understand the difference between each of Broadstripes’ user roles. This article gives an in-depth look at Broadstripes’ three user...
Project settings overview

Project settings overview

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...
General settings

General settings

Hi. Thanks for using the Broadstripes knowledge base. This article is being drafted, but isn’t ready for prime-time yet. Please check back here soon. In the meantime, if you need help with anything, please contact...
Working with Calculated Columns

Working with Calculated Columns

What are calculated columns? Calculated columns allow administrators to create their own custom metrics. Most fields in Broadstripes hold a single piece of information (for instance a person’s first name or whether or not they’ve signed a card). With...
Lists, Custom fields, and Events

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

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

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

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...