Project

Project

Create a Project

  1. From the administration bar, select Workbench then My Dashboard.

My dashboard
  1. In the Content types box, select the Add button beside Project.

Project content type selected

Required fields

  1. In the Title field, type the page title using sentence case.

Project with title and tagline

2. Enter a Summary.

Summary

Note: The summary is the brief description of the Project that is visible in a Project list or Project teaser.

  1. Set a Status in the Project details drop down menu.

  2. Enter a Description of content.

Description of content

Note: A Description of content must be brief and concise description of the Project’s content. No more than one or two sentences are recommended.
The Description of content is the information blurb which appears when the Project is shared or searched.

  1. Select Draft from the Revision state field.

  2. Select Save at the bottom of the page.

Save draft.png

Note: To add content to your Project, this can be done via the Layout tab. You can review Block types: Content to view Block options.


Optional fields

Optional information can be added to Projects found under the Edit tab of an Project:

The Associated image is the image used as a thumbnail in social networks and other services. If no image is provided, the University of Waterloo logo will be used. Locate Associated image under Meta tag information for social media sharing/search/etc. Select Add media. Add an image or select an image previously uploaded to your site. To add an image: Select Browse... in the Add file box and choose an image from your files. Fill in the mandatory Name field (it will default to the original file name) and Alternative text field (guidelines can be found on the Brand page) field. You have the option of entering a caption to be displayed with the image in the Caption field. Select Save. If not already selected, select the image by checking its box from the image gallery. Select Insert selected.
Media settings can be accessed through the Media drop down. You can add an optional Hero image or Banner image to your event through Media settings. You can insert an optional Hero image. A Hero image is a full-width image at the top of the page that must be large and high definition. Under Media select Image from the Type of media drop-down menu.  Under Hero image select Add media.  Add a new image or select an image previously uploaded to your site. To add an image: Select Choose file in the Add file block and choose an image from your files. Fill in the mandatory Name field (it will default to the original file name) and Alternative text (guidelines can be found on the Brand page) field. You have the option of entering a caption to be displayed with the image in the Caption field. Select Save. Select the image by checking the box of the image from the image gallery. Select Insert selected. Note: If the image doesn't meet the specifications, it is recommended that a Full-width image or Banner image be added in the Layout builder.
You can insert an optional Listing page image. Select Add media. Add a new image or select an image previously uploaded to your site. To add an image: Select Choose file in the Add file block and choose an image from your files. Fill in the mandatory Name field (it will default to the original file name) and Alternative text (guidelines can be found on the Brand page) field. You have the option of entering a caption to be displayed with the image in the Caption field. Select Save. Select the image by checking the box of the image from the image gallery. Select Insert selected.
In the Time line field, you can enter a a start and end date for the Project.
The Project members allows you to add the names of project members.
A Member’s link can be added by beginning to type the name of the contact's profile page in the Member’s link field and select the profile from the drop-down function. Members can be tagged with roles using the Project Role field. Add the Name. Optionally add Description and Relation. Relations can include nested levels (ex. Child, parent, Grandparent) to further help with searchability. To add additional members, select the Add project member button. Save.
Optionally add Project topics to help searchability of Projects on your site. From the Dashboard select the drop-down arrow for Project. Select add Project topic. Add a Name. Optionally add Description and Relation. Relations can include nested levels (ex. Child, parent, Grandparent) to further help with searchability. Save.
Choose the Audience from the Taxonomies drop-down. Multiple audiences can be selected. Optionally hide taxonomies from displaying on the page. Note: New tags have a maximum length of 256 characters.
The Menu settings drop down allows you to change whether your Project appears in the menu and how it appears: Checking Place in site hierarchy box enables you configure how your Project appears in the menu. Checking the Add menu link box will add your Project to the main menu. The Menu link title field allows you to edit the Project title in the main menu. Note: The title in the Menu link title field can be different from your Project Title. The Description field allows you to add a description that will show when hovering over the menu link. The Parent link drop down allows you to choose where in the menu your page occurs. Note: By default, the Parent link is set to Main navigation. The Weight field allows you to choose the order that your menu items are displayed. Note: Lower weights display before higher weights.
Scheduling options allows you to change the Revision state of your Project. Publish on allows you to select a date that the page will publish. Select a date and time for the page state to be changed to Published/Unpublished.
URL redirects allows you to add a URL redirect to your event.
The event automatically generates a URL based on the page Title and its place in the site hierarchy. It is best practice to select Generate automatic URL alias for uniformity across your site. To create a custom alias: Unselect the Generate automatic URL alias box. Manually enter a new URL alias. Note: Do not add a trailing backslash (/) to the alias. Replace any spaces with a dash (-). When entering a custom URL make sure it is still reflective of the content that it will be displaying.
Authoring information allows you to change the author information for the event. Authoring information defaults to the user who created the event and when the event was created originally. Filling out the Authored by field allows you to select a user to be displayed as the project author. The Authored on allows you to manually sets the date and time the project was created.
Promotion options allows you to edit how the Project is promoted.
Page display options allow you to optionally turn off site menus and titles for your Project. Note: this option should not be used for accessibility reasons.

Related links