Managing Projects

Overview

This support article is for users of fundstakPRO Social.

These functions can be performed by a Project Manager ID who is signed in.

To manage Projects please click on the Projects link in the top menu.

Terms used

  • Projects: A crowdfunding project created by the Creator ID to raise funds.
  • Campaign: A peer to peer fundraising campaign created by a donor or any public user to raise funds for a Project.

Tabs explained

  • Pending Moderation: These are the Projects that are pending for Moderation, they are currently not live on the site. There are two types of projects here:
    • New Projects: These are projects that have not been published yet
    • Edits: Edits to Projects are also moderation, if a Creator edits their Project the previously approved version of the Project is what stays live, if an Edit is approved the approved version replace the live version.
  • Live: These are Projects that are currently Live. Contributions can be accepted on Live Projects.
  • New Draft: These are Projects that are currently in Draft status that users have not yet submitted for approval.
  • Successful: These are Projects that are successful i.e. they have met their Goal.
  • Failed: These are Projects that have ended and did not meet their Goal.
  • Updates: These are updates to Projects that Creators have published and are pending for Approval.
  • Archived: These are Projects that have been manually closed by a Project Manager user.

Preview a Project

Please note that New Projects are moderated and Project Edits are also moderated.

To preview a Project simply click on the blue magnifying class next in the Action column. This shall open the screen that is visible to the Creator. To make changes simply edit the field. To save changes press the Save button at the end of the Preview Screen.

Publishing a Project

Please note that New Projects are moderated and Project Edits are also moderated. To publish a Project:

  • Go to the Pending Moderation Tab
  • Click on the blue magnifying glass to Preview the Project
  • Review the Project
  • To Publish please click on the Publish button at the end of the Preview Screen

Closing a Project

To close a Project simply press the Red Cross Button in the action column in the relevant tab. On success this Project shall be moved to the Archived tab. Archived Projects cannot accept contributions.

Please note that this action is irreversible and e-mails shall go out the Creator, Campaign Creators and the Backer Community.