Create a project

This page describes the Create a Project Page.

The main purpose of this page is to host a Clickup submission form. It also shows a Google map to let the user pick the location of the project.

This is done because Clickup forms do not support maps. It is done in two steps (two panels), as the map location must be obtained before the Clickup form can be loaded.

Once the project is submitted to Clickup, a Clickup-to-Nationbuilder webhook integration generates a Project Profile in Nationbuilder.

This project profile is used to show the project on the Project Bank Map, and generate the Project Profile page.
Please see the Project Profiles page for more information on how data is attached to the Project Profile.

• The current slug for this page is create-a-project. The page can be accessed from the members toolbox from both organisation and individual settings.

#Activating the Create a Project page

• To activate this page type, create a basic page and tag it page_create_project.

• To activate the Clickup submission form, tag the page clickup_form_url:FORM_URL. For example: clickup_form_url:https://forms.clickup.com/9016883224/f/8cq5e0r-416/VP12MZAD91N3WGN0AH

This page also manages pre-filling Clickup form fields with existing Nationbuilder information:

• Project Name - (required) the project name selected in the first panel
• Author ID - (required) used to link the project with the current author. This will be a hidden field on the Clickup form.
• Org ID - (optional) used link the project with a organisation, if this is a organisation project (see below for more info). This will be a hidden field on the Clickup form.
• Lat Lng - (optional) used to plot the project on the map in the Project Bank page. This will be a hidden field on the Clickup form.
• Note, this is not a final list, other fields will be added over time.

Linking to Create a Project page (for Individuals and Groups)

This page is used to submit both individual and organisation projects.

The main difference is that no Org ID is set when creating an individual project.

If the user clicks on Create a Project in the organisation section of the members toolbox, the Org ID is included as a URL parameter:

create-a-project?org_id=ORG_ID

The ORG_ID is pre-filled in the Clickup form. The integration uses that to link the organisation profile with the new project profile.

Site Admin Author Override Field

A (Nationbuilder) Site Admin is also shown an additional field to allow them to override the project author ID.
Entering another users Nationbuilder ID in this field will set that user as the author of the new project and pre-fill the relevant author fields on the Clickup submission form.
If a site admin wishes to create a project on behalf of an organisation, they should first view the organisation profile, where they can use the Admin Menu to create the project for that organisation.

API integration

A Clickup-to-Nationbuilder webhook integration is set up between Clickup and Nationbuilder.

When new projects are submitted to Clickup or projects are updated in Clickup a webhook(s) fires with the updated information.

The integration is responsible for:

• Creating or updating the project profile in Nationbulder, and updating the new or changed data (stored in custom fields and tags). Project Profiles are linked with the Clickup task by adding the tag clickup:CLICKUP_TASK_ID.
• Adding the project_author:PROJECT_PROFILE_ID tag to the current project author (links user with their project).
• Adding the project_org:PROJECT_PROFILE_ID tag to the associated organisation profile (if applicable - links organisation with their project).

Please see the Project Profiles page for more information.