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Booking Board Activities Into the Project
There are 2 main steps in setting up an itracks Board project. You will need to create a project and then book the discussion board activities once a project is created. This article covers both steps of that process.
Creating A Project
You may create a new project from the home page by clicking Create A Project in the Quick Links section of the sidebar, as shown below.
Or, if you are already in your account, you may also create a project by clicking the Create button found on your Account page, as shown below.
A window will appear asking you to choose to Create Realtime Project or Create Board Project. Click the Create Board Project button.
If you are seeing a different project creation page, we have updated our project creation for some accounts The instructions for the newer version of project creation can be found here: New Project Creation
Project Information
Enter the project information into the form that appears.
Project Name - The name of the project. This is an overall project name and is not seen by the participants.
Time Zone - The time zone that this project and all project activities will be booked in. You can click into here and begin typing in order to search for your time zone.
Project Contact - The person who is the main contact, from your company, on this project. This will most likely be you and default to your name.
Language - The language you would like to book this project in. Click here for a list of languages available in the itracks Board software.
Purchase Order If your company requires a PO number for invoicing enter it here.
Description - Any project or invoicing information that you would like to note about this project.
When you are done filling out the required information, click the Next button to go on to the next step or click the Save button to save the project without completing the next two steps. This will take you directly into the project registration.
Account Level User Access
If you chose the Next button in the previous step, you can then select if other company account-level users have access to this project.
When you are done filling out the required information here click the Save button to save the project without completing the next step. You can also go back to the previous step by clicking the Previous button.
Registration
Immediately after creating a project, you will get a registration page. This page will have all your details from your account settings that you can adjust. This step creates a unique user for you to access the project.
Adjust details here as needed then click the Save and Continue button.
Booking Board Activities Into the Project
Within the GO platform Boards are considered Activities within a larger project. So, if you have a project that needs multiple boards you can create as many boards in one Project as needed. This assists with organizing your projects but also allows for a single sign-on for any users that need access to more than one activity in a project (for example, client observer users).
Click the Add button to begin adding a board activity. Choose the itracks Board menu item that appears. A window will appear for you to input the activity details, set settings and assign users.
Activity Details
Activity Name - The name of the activity.
Start Date - The time you would like the board to start. The participants will not be able to access the board until the time set here. To change this you can either click into the text area with the current date and adjust as needed or you can click on the icons to get options to change times and dates.
End Date - The time you would like the board to end. The participants will not be able to access the board after this time. To change this you can either click into the text area with the current date and adjust as needed or you can click on the icons to get options to change times and dates.
Participant Activity Name - The name that participants will see in their activity list and at the top of the screen when participating in the research. If it is not changed at all, it will automatically fill in to be the same as the activity name.
Time Zone - The time zone you would like the project to be in. You can use the drop-down here and type into the text box area to filter by keywords.
Language - the language you would like the board to be in for your participants. Click here for a list of languages available in the itracks Board software.
Purchase Order - Enter in billing code details if it is required from the accounting team on your side. Enter in the purchase order (PO) for this board as needed. This is an optional field.
Assign Project Users
This step allows you to assign users loaded into the project to the board. By default, all moderators and observers are added to all activities in a project. Often this page may be blank if you are creating the activity before adding users.
Click the Save button to finish booking your board. Continue Step 2 listed above as many times as needed to add more boards to a project.
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