The Project List tool lets you visually display a collection of projects available on your site and link visitors to the related project pages. It is usually used on the homepage or other 'hub' pages to help your community discover published projects on your site.

Projects List

You can use the Project List in a variety of ways, including:

  • Letting people know the status of a project (e.g Open, Active or Closed)
  • Providing collections of public or private projects
  • Display information about projects such as status and categories

The project list blocks will be added to your homepage during the initial set up of your site, from there you will be able to edit and update the project list according to your needs.

While the Project List is not available for site users to add directly to a page you will need to be aware of the settings you can modify within this block on parts of your site such as the Homepage.

There may also be other scenarios where you want to use project lists such as when creating a hub page to display collections of specific projects. However you should note that in these situations you will need a Social Pinpoint team member to add the Project List block to the page on your behalf.

🖼️ EXAMPLES

Open Projects

This Projects List is filtered by the Project Status "Open"

User Guides

This list is filtered by the Category of Interest "User Guides"

⚙️SETTINGS

Basic

  • Title - gives the Project list an optional title, in most instances this will reference the status of the projects in the list. Limited to 70 characters.
  • Description - gives the Project list an optional description that appears below the title, limited to 170 characters.

Filters

  • Project Status - shows projects based on their Status: 'Open', 'Closed' or 'Active'. Only one Project Status value can be selected.
  • Project Type - shows projects based on their Project Type: 'Public' or 'Private'. Only one Project Type value can be selected.
  • Project Categories - shows projects based on the categories you have setup.
  • Project Locations- shows projects based on the location you have setup.
  • Project Team - shows projects based on a defined Project Team (e.g ‘Business Transformation’ or ‘Planning’)
  • Sort projects by - the order in which projects will be shown in the list. (e.g ‘Published date descending’, ‘Last updated descending’, ‘Sitemap order’ )

Display

  • Display all projects at once - allows you to set the project list to display all projects within the relevant filters.
  • Number of columns/row - allows you to set the number of project tiles that will display vertically or horizontally on the page.
  • Display last updated date - allows you to show or hide the last update date of a project.
  • Display project status label - allows you to show or hide the status of a project
  • Hide the list if no project is visible for user - will only display the project list if a user has been granted access to a private project within the list.

🎯 KEY ACTIONS

🎯 Key Actions

By default your homepage will be set up with 3 or more Project List blocks. While a Site Admin is not able to add the Project List block to the site it is possible to edit and update the existing Project Lists.

To update the project list

  1. Navigate to the relevant page and to the top left of screen in the toolbar select the pen icon to edit the page
  2. Left click the project list block and select ‘edit block’
  3. Modify the settings to display the relevant projects
  4. Select Save
  5. ‘Save’ or ‘publish’ your changes by selecting the save option in the toolbar

The project list will dynamically display projects based upon the filters that are set on the block (e.g Project Status - Open) which directly references the settings that have been applied to the project.

To have a project appear in a project list you will need to update the settings of that project to match the filters in the project list.

To add a project to a project list

  1. Navigate to the relevant project, to the top left of the screen in the toolbar select the 'gear icon' to update the settings of the project.
  2. Under the Details section of the project settings, update the Project status (e.g if the Project list is set to Project status - Open you will need to set the project status to Open in the project settings.)
  3. Select Save or Publish Changes

💡 User Tip

If you are wanting projects to display in a particular order within the block, you can use the filter Sort projects by Sitemap order.
However, you should be aware that you will then need to rearrange the Sitemap via the dashboard to manually set the ordering of the projects in the list.

To hide the project card from appearing in project lists sitewide:

  1. Navigate to the relevant project, to the top left of the screen in the toolbar select the 'gear icon' to update the settings of the project.
  2. Under the Details section of the project settings, tick the checkbox Exclude from Project List
  3. Select Publish Changes

💡 User Tip

Updating the exclude from project list setting will affect the visibility of the project card in all project lists sitewide. You should be aware however that projects will still be discoverable via other mechanisms (e.g via direct link or search)