Overview
Create a project page with title, location, cover media, tags/amenities, and visibility settings.
Prerequisites
- ProjectBoard installed in your workspace
- FileVault installed for media and brochure storage
Permissions required
Steps (4)
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1
Open the Projects page
Go to ProjectBoard → Projects → New Project.
Tips
Validation
- You can see the project form and the visibility selector.
Success criteria
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2
Enter core details
Fill title, summary, description, type (tags), status, and location. Add amenities/tags if applicable.
Tips
- Keep summary short—this becomes the card preview in the portal.
- Use type tags to keep ProjectBoard usable beyond construction (e.g., “launch”, “event”, “internal”).
Validation
- Title and summary pass validation and appear in the preview card.
Success criteria
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3
Add cover media and gallery
Upload cover image and add gallery items via FileVault picker. You can also add video links.
Tips
Validation
Success criteria
- Cover media renders on the project page and gallery items load correctly.
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4
Set visibility and save
Choose visibility: public, customers-only, or internal. Save the project.
Tips
Validation
Success criteria
- Project appears in Projects list with correct visibility badge.
About this guide
ProjectBoard turns every project into a shareable, structured page with a clear timeline. Add descriptions, locations, amenities, cover media, image galleries, and brochures stored securely in file-vault.
Post progress updates on a schedule or publish instantly. Updates support categories (configurable per workspace), attachments, and visibility rules (public, customers-only, internal). When an update is published, ProjectBoard emits events so other apps can resolve audience and deliver notifications—without ProjectBoard needing to know who the customers are.
Use it for construction projects, property developments, events, product launches, internal initiatives, and any workflow that needs a “project home” plus an update stream.