Navigating The Project Area

This guide will show you how to use the Project landing page within the Voice of the Community area. Here, you can easily view your active and completed projects and see an overview of each project.

 

In this article: 

1. Navigating to the project area

2. Active, upcoming and completed project options

3. Project overview dashboard 

4. Creating a social media post from the project area. 

5. Survey options within the project area

 

 

Navigating to the project area: 

 

1) To access the voice of the community module, users will need to navigate to the 'Voice of the Community' button on the top dashboard. Users can then click on the 'Projects' button on the left-hand side navigation bar. 

Active, upcoming and completed project options: 

 

1) Once you are in the project area, users will have access to a view of all projects, including active, draft, and completed projects. To navigate between these categories, use the toggle feature by clicking on the 'Active', 'Upcoming', or 'Completed' buttons.

2) Within the active project area, users can manually complete the project, view or edit the project. This is done by clicking on the 'Complete', 'View' and icons. 

 

 

• Completing your project will move it from the active area to the completed project area. 
• Editing the project enables users to update various elements, including the project name, objectives, stakeholders, query streams, and any surveys associated with the project.
• Viewing the project will take you to the project manager page for the project you have selected.  

 

Editing a project: 

 

Viewing a project:

 

3) In the completed project option, users can set their project to go live again by clicking on the 'Set Active' button. 

 

 

Project Overview Dashboard:

 

1) When in the project tab, users can click on the 'View' button or the name of the project to navigate to the project overview dashboard (See the viewing a project video above on how to do this). 

 

Once users are in the project overview area, users can see the following options: 

• Project name and objectives
• Stakeholders
• Total listening results 
• Total social posts and comments 
• Social Engagement Rate 
• Total active Surveys, active Surveys and Survey Completion percentage 
• Least and most engaged surveys 
• Active, draft and completed surveys 
• Recent survey responses 
  
  

 

2) Users also have the option to edit a project within the project overview area by clicking on the 'Edit Project' button. 

• Editing the project enables users to update various elements, including the project name, objectives, stakeholders, query streams, and any surveys associated with the project.

Creating a social media post from the project area: 

 

You can easily create social media content to promote your project outcomes or link directly to a survey with just one click.

 

1) To create your social media post, users can click on the 'Engage Community' button in the top right-hand corner of the project overview page. Here, users will have the option to share a survey on social or update the community on social media. 

 

 

Share Survey on Socials option: 

 

1) When users select the 'Share Survey on Socials' option, the composer tab in Orlo will appear. Users can then choose the social media accounts they want to post the survey to.

Once users have selected the accounts, a pre-made message along with the link will pop up in the composer text box (This message can be edited to reflect the messaging that you want to use in the post). 

 

 

 

2) Users can then edit the post the same way that you can in the usual composer tab. The following editing options include: 

• Saving this as a draft post 
• Adding images and videos 
• Tagging a location 
• Scheduling a post 
• Adding a first comment to your post 
• Post expiry options 
• Targeting options 
• Post tags 

 

 

Updating the Community on Socials option: 

 

1) Users can create a social media post without sharing a survey link to help promote your project. To do this, users can select the 'Engage Community' button and then click on the 'Update Community on Socials' button. 

 

 

2) Users can then edit the post the same way that you can in the usual composer tab. The following editing options include: 

• Saving this as a draft post 
• Adding images and videos 
• Tagging a location 
• Scheduling a post 
• Adding a first comment to your post 
• Post expiry options 
• Targeting options 
• Post tags and Campaigns

 

Survey options within the Project area: 

 

Users can choose to create a new Survey within the main project dashboard area or link an existing campaign that has been set up in the Survey area within Voice of the Community. 

 

1) To create a new Survey within the project area, users can select the 'Create a Survey' button, which will take them to the Survey builder page. 

 

 

 

2) To use an existing Survey, users can click on the 'Add to existing Survey' button, which will take users to the Surveys page to choose the Survey to link.