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Projects: The Basics

Learn how to use Marketing Projects in Kadince

Summary

The Marketing Module in Kadince offers three distinct objects that can help you track and manage your marketing endeavors and their compliance/approval processes. One of these objects is called Projects.

In the Projects object, you'll find a one-stop-shop dashboard that displays all your Marketing Projects, bottlenecks, and goals––all determined by your date driver in the top left.

In this article, we'll cover everything you need to know about the Projects object in Kadince!

The Marketing Projects Dashboard

The Marketing Projects Dashboard is your first stop when interacting with your Projects object. The dashboard shows critical data related to projects within the chosen date operator in the top left. If you're not seeing data you've entered into Kadince, chances are that you just need to choose the appropriate date operator.

The Projects dashboard shows three sub-tabs:

  • Pending: shows which projects are pending approval

  • Bottleneck: shows where you might have bottlenecks in the approval process

  • Goals: view goals related to your Marketing Projects

How to Print from the Marketing Projects Dashboard

Click the print () button in the top right corner to select what you want to print, including Top Charts/Numbers, the Pending Tab, and the Bottleneck Tab.

Projects Settings

Required Permissions: Company or Module Admin

To edit Projects settings, including forms, approvals, and workflows:

  1. Click Settings in the side navigation

  2. Click Marketing in the top navigation

  3. Click the Projects sub-tab

How to Edit Projects Preferences

  1. Click Settings in the side navigation

  2. Click Marketing in the top navigation

  3. Click the Projects sub-tab

  4. Click the pencil () icon for Preferences

  5. Select Yes/No for Require project owner to replace approval file when accepting suggested edits

  6. Click the Submit button

How to Edit Projects Fields

Since Requests are often linked to Projects, most of their fields are found in the Shared sub-tab. However, you can edit the Tags fields for each object.

  1. Click Settings in the side navigation

  2. Click Marketing in the top navigation

  3. Click the Projects sub-tab

  4. In the Fields table, click the Tags field title

  5. Edit the Details and Values tables, including field title, type, detail view tab, help text, and description.

    1. The Values table lets you add/edit different kinds of categories found on the Projects submission form

  6. Or, navigate to the Shared sub-tab to view fields such as Color, Branches, Departments, Items Requesting, Mediums, Products, and Regions

  7. You can add Custom Fields using the plus (+) icon in the top right corner of the table

Note: For more information on Fields and Custom Fields, check out our Fields: The Basics article to get started!

How to Add or Edit a Projects Detail View

  1. Click Settings in the side navigation

  2. Click Marketing in the top navigation

  3. Click the Projects sub-tab

  4. Scroll to the Detail Views table

  5. Click the plus (+) icon to add a new Detail View

  6. Click the title of an existing Detail View to edit the Detail View

  7. Within the Detail View settings, you can change the title, Associated Roles, and the Layout

Projects Default Detail View Layout

You'll find an array of default fields and sub-fields you can configure within your detail view Layout tab.

At the top, you'll find the main list of sub-tabs: Details, Location, Tasks, Comments, Goals, and Activity. These can be hidden or moved around as needed.

Each of these sub-tabs has sections and fields which you can edit:

Details Sections and Fields

  • Details

    • Project Owner

    • Requested By

    • Project Title

    • Date Needed By

    • Description

    • Mediums

    • Start Run Dates/End Run Dates

    • Regions

    • Branches

    • Departments

    • Products

    • Associated Campaign

    • Associated Donations

    • Associated Events

    • Associated Request

    • Notes

    • Tags

    • Attachments

  • Co-Branding

    • Company Name

    • Physical Address

    • Web Address

    • Company Phone

    • Percentage of Cost Paid by this Company

    • Notes

    • Contact Name

    • Email

    • Phone

    • Attachments

  • Return on Investment

    • Estimated Cost

    • Estimated Return

    • Estimated Return on Investment

    • Actual Cost

    • Actual Return

    • Actual Return on Investment

  • Specifications

    • Items Requesting/Number of Items

    • Color

    • Dimensions

    • Co-Branded Request

    • Target Demographic

    • Call-to-Action

    • Number of Items

    • Desired Outcome

    • Attachments

  • Information

    • Submitted By

    • Date/Time Submitted

    • Last Updated By

    • Date/Time Last Updated

    • Approval Status

    • Form Submitted

    • Request ID

Location Sections and Fields

  • Details

    • Physical Address

    • Geocoding Confidence

  • Geocoding Settings

    • Geocoding Address

    • Geocoding Date Driver

  • Tract Details

    • MSA/MD Code

    • State Code

    • County Code

    • Tract Code

  • Area

    • Assessment Area

  • Demographic Details

    • Income

      • Tract Income Level

      • Distressed/Underserved Tract

      • MSA/MD/statewide non-MSA/MD Median Family Income

      • Estimated MSA/MD/non-MSA/MD Median Family Income

      • % below Poverty Line

      • Tract Median Family Income %

      • Tract Median Family Income

      • Estimated Tract Median Family Income

      • Tract Median Household Income

    • Population

      • Tract Population

      • Tract Minority %

      • Number of Families

      • Number of Households

      • Non-Hispanic White Population

      • Tract Minority Population

      • American Indian Population

      • Asian/Hawaiian/Pacific Islander Population

      • Black Population

      • Hispanic Population

      • Other/Two or More Races Population

    • Housing

      • Total Housing Units

      • 1- to 4- Family Units

      • Median House Age (Years)

      • Owner-Occupied Units

      • Renter Occupied Units

      • Owner Occupied 1- to 4- Family Units

      • Inside Principal City?

      • Vacant Units

Project Forms

How to Add or Edit a Project Form

Before being able to submit a Project, you'll need to set up a form in Marketing Settings.

  1. Click Settings in the side navigation

  2. Click Marketing in the top navigation

  3. Click the Projects sub-tab

  4. Scroll to the Forms table

  5. Click the plus (+) icon to add a new Form

  6. Click the title of an existing Form to edit the Form

  7. Within the Form settings, you can change the title, form type, active status, Internal/External Views, and Layout

Note: If you want to dive deeper into form creation, check out our Forms Guide!

How to Add or Edit a Project Workflow

  1. Click Settings in the side navigation

  2. Click Marketing in the top navigation

  3. Click the Projects sub-tab

  4. Scroll to the Workflows table

  5. Click the plus (+) icon to add a new Workflow

  6. Click the title of an existing Workflow to edit the Workflow

  7. Within the Workflow settings, you can change the Operations, interact with Queued Actions, and alter the title, trigger, attribute updated, owner, and description

There are two different Workflow Triggers for Projects Workflows: Attribute Update and Projects Submitted.

You can configure Projects Workflows in much the same way as all other objects in Kadince. Check out our Workflows: The Basics article for a more detailed dive into the feature.

Activity Log

Most pages in Kadince have an activity log. Scroll down to the bottom of the Projects sub-tab to find any and all activity related to the Projects object.

Marketing Approval Groups & Approval Setup

Before creating your first project, you'll also need to set up your Approvers, Assignee Groups, and Approval Process with Tasks and Sequences.

We have an entire wealth of content covering the New Tasks Engine in our Support Center. Check it out here.

Specifically, you can learn how to set up Assignee Groups here.

Once your Assignee Groups are set up, you'll be ready to add them to your Marketing Projects as part of the Approval Process.

How to Add a Project from a Form

Now that you've built out your form, detail view, and Assignee Groups, you're ready to submit a Project with a form.

External Projects Form Submission

As a non-login user or non-Admin user, users can still submit forms externally. In the Views sub-tab of your Projects form settings, you can generate an external form link. Once distributed, the link will take users to an external form in their browser to fill out and submit.

Internal Project Form Submission

To submit a form internally as a login user or Admin:

  1. Click Marketing in the side navigation

  2. Click Projects in the top navigation

  3. Click the Add New Project () button in the top left corner

  4. Select a form you have created previously

  5. Fill out the form

  6. Click the Submit button

Note: If you want to access data you have just submitted to an object, like Projects, an easy way to do this is to click Reports in the side navigation and build a new report based on the Projects object. You can also navigate to the Projects dashboard and click on any of the relevant graphs (making sure your date driver coincides with your data) and access your submitted data via the canned report.

Project Entry Detail View

Once a Project form has been submitted, the data will show as a an entry detail view in Kadince. You can open an entry by clicking on the title of the entry (in the case of Projects, this is the name of the individual). Titles of entries can be found on the Projects dashboard, or by pulling a Projects report.

How to Edit a Project Entry Detail View

A Projects entry detail view will have sub-tabs like Details, Location, Tasks, Comments, Goals, and Activity. Most of these sub-tabs have data fields you can update or edit.

  1. Click Marketing in the side navigation

  2. Click Projects in the top navigation

  3. Click a figure on the dashboard, or pull a Projects report

  4. Click any of the pencil () icons throughout the entry sub-tabs to edit specific details.

Project Entry Detail View Three-Dot Menu

Clicking the three-dot menu () button in the top right of the Project entry will show the following options: Add Task, Add Sequence, Approve Project (Depending on your Approval Permissions), Edit Notifications, Assign Task to Assign an Owner, Assign Task to Add Approval Content, Generate Donation, Generate Event, Pause, Archive, Clone, and Delete.

Markup Tool & Approval Process

A main aspect of Marketing Projects is the compliance, approval, and markup tool features. These features are found in our other support content you can check out below:

Related Resources

Markup Tool Overview

Marketing Guide

Campaigns: The Basics

Requests: The Basics

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