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Find answers to frequently asked questions about the platform.

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About Open Impact

Open Impact is a collaborative platform designed to help organizations, networks, and communities coordinate work, share knowledge, measure progress, and communicate impact. Developed by Open Future Coalition and building upon existing technologies and years of implementation experience supporting community-led initiatives, the platform brings together collaboration spaces, resource libraries, project coordination, data collection, dashboards, and reporting within a single environment. At its core, Open Impact is designed to strengthen the infrastructure that enables communities to coordinate, learn, and act together.
Open Impact is designed for mission-driven organizations and collaborative initiatives that bring together multiple people, teams, or organizations around a shared purpose. The platform is particularly well suited to coalitions, nonprofit organizations, cooperatives, community networks, educational programs, funder collaboratives, research partnerships, food systems initiatives, ecological restoration efforts, and other place-based initiatives that need to coordinate activities and share learnings and outcomes across multiple people, teams, organizations, or locations.
Open Impact is particularly well suited to initiatives that involve multiple stakeholders, sites, or workstreams and require coordination, documentation, measurement, and reporting over time. Common use cases include fellowship and learning programs, multi-partner initiatives, technical assistance programs, community and regional networks, research collaborations, grant-funded efforts, shared knowledge hubs, funder collaboratives, place-based initiatives, cooperative enterprises, and portfolio-based funds seeking visibility into activities and outcomes across multiple projects or partners. The platform is also used by governments, public agencies, universities, and intermediary organizations to coordinate programs, collect data, support stakeholder engagement, and communicate progress across distributed initiatives.
Open Impact was designed not only to help coordinate work, but to support integrated, iterative learning through applied practice. In many initiatives, implementation happens in one system, reporting in another, and knowledge sharing somewhere else entirely. As a result, valuable insights often remain fragmented, difficult to access, or are lost over time. Open Impact brings these activities together by connecting collaboration, project coordination, documentation, measurement, discussion, and reporting within a shared environment. By linking what people do with what they learn, observe, and communicate, the platform helps transform everyday activities into a growing body of shared knowledge. This enables organizations and networks to generate actionable insights, strengthen transparency, communicate impact, and continuously improve their work over time. Rather than serving solely as a project management tool or community platform, Open Impact functions as infrastructure for coordination, learning, and collective sensemaking.
Open Impact was created in response to a common challenge: many communities already possess effective solutions, but often lack the infrastructure needed to coordinate activities, document practices, measure outcomes, and learn across organizations and geographies. Too often, this work is spread across disconnected systems, making valuable knowledge difficult to access, share, and build upon. Open Impact was designed to help bring these functions together while making the caliber of coordination, measurement, and knowledge-sharing infrastructure often reserved for large enterprises accessible to mission-driven organizations and collaborative initiatives.

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Getting Started

Access to Open Impact is typically provided through a participating organization, collaborative initiative, or network. Depending on how your community is configured, you may receive an invitation by email, join through a registration link, or be invited directly by an administrator. If you’re unsure how to access a particular workspace, please contact the organization or network that invited you or reach out to our support team.
To update the information on a profile (such as the overview, profile and banner image, or language and location preferences,) log in and click the icon next to your name or organizations name in the top right corner, select “Settings,” and follow the tabs to update basic info, profile configurations, and contact information.
Every Open Impact member has a personal profile, which represents them as an individual participant on the platform. If you are managing work on behalf of an organization, you may also have access to one or more organizational profiles. In general:
  • Personal profiles are used to manage your own account, connect with other members, participate in or manage Groups and Projects, complete assigned tasks, and maintain your individual profile.
  • Organizational profiles represent an organization or initiative and are typically used to create and manage Groups, Projects, Resources, discussions, and other shared content. Many members work with both a personal profile and one or more organizational profiles, depending on their role.
As a general rule, use your personal profile when participating as an individual and your organization profile when communicating or publishing on behalf of an organization. For example:
  • Post updates, announcements, Resources, and discussions from your organization profile when they represent your organization’s work or perspective.
  • Use your personal profile when commenting, participating in discussions, completing tasks, or engaging with the community as an individual. Using the appropriate profile helps keep ownership, permissions, and attribution clear for other platform members.
You can connect with other members and organizations through the Community directory, direct invitations, or invitation links shared by participating organizations. Connections make it easier to collaborate across Projects and Groups and may be required before members can be added to certain shared workspaces or assigned specific roles. For step-by-step instructions, please refer to the User Guide.
Navigate to the “Log in” screen, select either “forgot username” or “forgot password, and follow the on-screen instructions. If you are still having trouble logging in, or need help changing your username, contact [email protected].
For a profile, project, or group: Navigate to the settings and enter your location’s Latitude and Longitude in the “Public Addresses” tab. You can use the “Get From Address” button to populate these coordinates automatically or the “Use Map” tool to drop and save a pin. For a resource: Navigate to the settings and enter your location’s Latitude and Longitude in the “Contact Info” Tab. You can use the “Get From Address” button to populate these coordinates automatically or the “Use Map” tool to drop and save a pin.
There are three main ways: signing up through a customized invitation link sent by an Organization, being invited directly by another member, or searching the “Community” tab to find a group and clicking the “Join” button in its banner.

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Platform Fundamentals

Groups and Projects serve different, but complementary, purposes within Open Impact. Groups are designed to bring people together around an ongoing community, organization, network, or shared area of interest. They provide a persistent space for communication, resource sharing, and collaboration over time. Projects are designed to coordinate specific initiatives or bodies of work. They typically have defined goals, participants, timelines, tasks, and measurable outcomes. In many cases, a Group will sponsor one or more Projects as its work evolves.
If you’re building an ongoing community or collaborative that may support multiple initiatives over time, we generally recommend starting with a Group. If you’re organizing work around a specific initiative with defined deliverables or outcomes, a Project may be the better starting point. Many organizations use both together: a Group serves as the long-term collaboration space, while individual Projects support specific programs, grants, campaigns, or workstreams.
Yes. A single Group can sponsor multiple Projects, allowing related initiatives to share a common community while maintaining separate workspaces, reporting, and management. For example, a regional network might maintain one Group while sponsoring separate Projects for different grants, working groups, or annual programs. You can modify and maintain a Project’s sponsoring Groups under the Project’s settings.
Yes. A Project can be associated with multiple sponsoring Groups when it serves multiple communities or collaborative efforts. This can help connect related initiatives while allowing participants to engage through the Groups most relevant to them. You can modify and maintain a Project’s sponsoring Groups under the Project’s settings.
It is possible to create informal Groups or Projects from a personal profile, and invite your Connections. We still generally recommend creating and managing Projects through an organizational profile when possible. This path will provide clearer ownership, continuity, and governance, particularly as teams change over time or additional collaborators join the initiative.
A File is any document or media uploaded to the platform, often as part of another activity such as a discussion, task, or post. A Resource is a curated piece of content that has been intentionally published to be discovered, shared, and reused. Resources include additional metadata that make them easier to organize, search, and showcase across the platform. If you’re simply attaching supporting material to an activity, uploading a File is usually appropriate. If you’re creating something you expect others to reference over time—such as a guide, toolkit, report, or template—we recommend publishing it as a Resource.
An attachment is used when adding a particular file (which can include an image, video, PDF, spreadsheet, or saved link) to a context, such as a discussion thread, post, dashboard, task, resource, or form. The attachment modal may be used to upload a new file for the first time, or to select an existing file to attach to that context. When a new attachment is uploaded, it is also added to your own profile’s files collection, as well as to those of any groups or projects it has been shared with. The default privacy settings of new attachments will generally adhere to the settings of the context they have been attached to (such as a post, task, or discussion thread.) If you do not see your attachment where you have added it, be sure to check file-level privacy settings, and if the file has been attached to a resource, be sure to make sure the resource has been published.
Dashboards provide a dynamic way to organize and visualize information within Open Impact. Unlike a single report or spreadsheet, Dashboards can combine charts, text, maps, embedded content, and live data from Projects or external sources into a single interactive page, that can be published to particular projects or audiences, including the public. Many organizations use Dashboards to communicate progress, monitor activities, or share impact with collaborators and external audiences. Reports can be dynamically created and exported as needed using a Profile or Project’s “Reports” tab, by selecting the desired templates and data keys. They are generally designed to facilitate a one-time snapshot of progress, to inform decisions or for input into external documents or reports.
A Form (or Workflow) provides a structured, reusable way to collect information. Forms may contain multiple types of content or fields to deliver educational content, gather feedback or information, or collect inputs for reports. They may be published as templates, delivered in multiple formats, and can be edited or versioned over time.A Task Template represents a form (or workflow) that has been published to one or more Template Collection, and made eligible to be assigned as a Task through one or more projects. Task Templates may be private, shared with members of particular projects or groups, or made discoverable to all members. Templates still do not contain any specific data, so they can be securely shared across multiple projects or contexts, to standardize reporting across networks or communities of practiceA Task represents an instance of a form (or workflow) that has been selected from the library of Task Templates and assigned to one or more collaborator within a project. Tasks can include deadlines, assignees, approvals, and attachments, and the data from completed tasks are made visible to the managers of the project through which the task has been assigned. Once submitted (and approved if applicable,) task-level data can be incorporated into dashboards or reports.

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Management & Permissions

Project managers have several operational controls, including assigning and managing tasks for collaborators, moderating posts, creating and moderating discussions, and adding calendar invites for project meetings and milestones. They can also view, edit, import, and organize the project’s tasks using the gantt chart or swimlane view of the “management” tab, run reports using the “reports” tab, and connect dashboards to the project’s “dashboard” tab. Regular collaborators can participate in Project activities, complete assigned Tasks, contribute to discussions, and engage with shared content, but they do not have the same management permissions.
An Organization’s Managers group, (which can be managed under a logged-in organization’s settings menu,) names member profiles that are eligible to be made managers within specific Projects that an Organization owns or manages. This group dictates which names appear as eligible managers within individual Projects. The exact permissions available to an Organization Manager may vary depending on the Project, and on your platform configuration.
Only members who have first been designated as Organization Managers can be assigned as Project Managers. If you don’t see the person you’re expecting, confirm that they have been added as an Organization Manager for a sponsoring organization (or the organization that created the project) before attempting to assign them as a Project Manager. This can be managed through the Organization’s login, under the Organization Managers page (which can be accessed under the settings menu, by clicking on the Organization’s avatar in the top right of the screen.)
Task assignees must first be collaborators within the Project. If a member does not appear in the assignee list, verify that they have been added to the Project and that they have the appropriate permissions before attempting to assign the Task. For more information, see the User Guide.
Yes, you can create a discussion from your personal profile, and invite your Connections, or members of Groups or Projects you manage, to view or participate. The default visibility for a discussion thread published from a personal profile is set to Connections.
Open Impact is designed to support collaboration while allowing organizations to maintain control over their own spaces and content. Permissions determine who can view, edit, manage, or participate in different areas of the platform. Depending on configuration, collaborators from multiple organizations may work together within shared Projects or Groups while maintaining separate organizational identities and permissions. Organization profiles can also be added to multiple projects and groups as collaborators or managers, regardless of whether they are the creator or sponsor of a given space. To learn more about Permissions, visit the User Guide.
Yes. Users (both individuals and Organizations) can participate in multiple Groups and Projects simultaneously. Your personal or organizational profile brings together your participation across these spaces, allowing you to view assigned Tasks, upcoming events, and other relevant activity in one place while still respecting the permissions and privacy settings of each individual workspace.

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Privacy, Sharing & Data Ownership

Your organization retains ownership of the data and content it creates and uploads to Open Impact. Open Future Coalition provides and maintains the platform infrastructure but does not claim ownership of your organization’s (or individual members’) content. You are responsible for ensuring that you have the appropriate rights to any materials you upload or share through the platform, and the appropriate agreements with any members you onboard. For additional details, please refer to the Terms of Service.
Visibility depends on the privacy settings configured for each item. Depending on the type of content and its settings, it may be visible only to you, your organization, members of a specific Group or Project, your connections, or the public. Many platform components—including Groups, Projects, Resources, Files, and Dashboards, as well as individual posts and discussion threads—can be configured with different visibility settings to support a wide range of collaboration models. Learn more about privacy settings in the User Guide.
Yes. Privacy settings are managed independently for many platform components, allowing organizations to selectively publish Posts, Discussions, Resources, Dashboards, Files, or other content with select groups, projects, or connections. Users can also independently manage who can see, interact with, or discover each individual project or group space. Platform spaces, such as projects or groups, may even be made visible to members or the public, while select content published within that space, such as individual posts or discussions, may be kept private or shared with a smaller subset. For example, you may make a group publicly visible, or visible to members, while configuring a specific post or event within that space to be private or only shared with select profiles. You may also publish a resource as public or shared with a specific group, while requiring membership to a particular group or subset to view particular files that are attached to that resource. Or, you may publicly share a link to a project profile, but make a dashboard in that project only visible to project collaborators. Learn more about privacy settings in the User Guide.
The “public” privacy setting, which is available on individual files, posts, discussion threads, calendar events, projects, pages, and resources, controls who can see the content when navigating to it through a project or group they belong to, viewing a connection’s profile, exploring the community tab, or by visiting a direct link. The “show in marketplace” selection is available for individual projects, groups, resources, or events to control their visibility, and discoverability, in the “community” tab of the platform. While setting an item to “show in marketplace” does add a default privacy setting of “public” to that content, you may also set content to “public” visibility without opting to show it in the community tab. This is useful if you plan to share the content through a direct link, or for those viewing your organization’s profile, but don’t want for it to be readily discoverable on its own.
In most cases, newly attached Files inherit the permissions of the item they are attached to. For example, a File attached to a private discussion will generally only be visible to people who have access to that discussion. File permissions can also be reviewed and updated through the Files interface when needed. They can also be managed individually. Learn more about privacy settings here.
Yes. Open Impact is designed to support cross-organizational collaboration while allowing organizations to maintain control over their own content and workspaces. Organizations can participate together in shared Groups or Projects while managing permissions and visibility for their own information according to their collaboration needs.
Your organization retains ownership of the data it creates and uploads to Open Impact. If you decide to stop using the platform, you may request to export your data or request that your data be deleted in accordance with our Terms of Service. We are committed to providing reasonable access to your data during this process while respecting any shared governance or collaboration arrangements that may apply to shared workspaces. For additional information, please refer to the Terms of Service.
Open Impact is designed with security and privacy in mind and incorporates industry-standard practices to help protect member data and platform operations. We use safeguards such as encryption in transit and at rest, role-based access controls, firewall and denial-of-service protection, and security practices aligned with recognized industry standards. Access to member data is limited to authorized personnel responsible for support, maintenance, and security. As the platform continues to evolve, we regularly review and strengthen our security practices. If you have specific security, compliance, or data governance requirements, please contact our team at [email protected].
Open Impact currently stores data on secure servers located in the United States. If you access the platform from outside the United States, your data may be transferred to and processed in the U.S. We are committed to responsible data stewardship and take appropriate measures to protect personal information and support applicable privacy regulations. If your organization has specific data residency or compliance requirements, we’re happy to discuss them. Please refer to our Terms of Service for additional details, or contact our team at [email protected].

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Technology & Platform Governance

Open Impact is built using modern web technologies and secure cloud infrastructure designed to support reliable, scalable collaboration across organizations and initiatives. The platform’s frontend is built with Angular and is supported by a modern cloud-based application architecture hosted on Microsoft Azure and protected by Cloudflare services. Our AI capabilities are delivered through a modular architecture that allows us to integrate multiple AI providers and models as the technology landscape continues to evolve.
Open Impact uses AI to help organizations navigate, organize, and learn from the information they generate over time. Because Open Impact brings together projects, resources, workflows, discussions, forms, dashboards, and other implementation data within a shared environment, AI can draw upon this organizational context to provide more meaningful and relevant assistance. Rather than operating in isolation, AI helps connect information that would otherwise remain fragmented across multiple systems, supporting institutional memory, reducing administrative burden, and helping organizations transform day-to-day work into actionable insight and shared learning. Our approach to AI is guided by the belief that context matters. While AI can help synthesize information and accelerate learning, meaningful decisions still depend upon local knowledge, organizational priorities, governance, and human judgment. We view AI as a tool for strengthening the capacity of communities and institutions—not replacing the expertise, relationships, and stewardship that enable lasting change.
Yes. Open Impact is designed to support interoperability and can connect with external systems through APIs and other integration approaches where appropriate. Depending on your use case, integrations can support data synchronization, reporting, visualization, authentication, automation, and other workflows. Rather than requiring organizations to replace their existing technology, Open Impact is designed to complement and connect with the tools they already rely upon. For organizations building custom applications or integrations, Open Impact also provides APIs and is continuing to expand its developer ecosystem through additional APIs, SDKs, plugins, and documentation.
Yes. Open Impact supports a variety of import and export options to help organizations bring existing information into the platform and access their data when needed. Depending on the feature and your implementation, data can be imported from or exported to spreadsheets, APIs, and other supported formats. We are committed to helping organizations maintain access to their information while supporting interoperability with other tools and systems. Please refer to the User Guide or contact our team for details about supported import and export options.
Yes. Open Impact can be used to publish selected content for public audiences, including dashboards, resource libraries, forms, project pages, stories, and other content, depending on your configuration and privacy settings. Many organizations use these capabilities to create public-facing knowledge hubs, initiative websites, reporting portals, resource libraries, or impact dashboards while maintaining private collaboration, workflows, and discussions behind the scenes. Many of these experiences—including pages and dashboards—can also incorporate embedded content from external websites and services where appropriate. This allows organizations to manage implementation and public engagement within the same platform, reducing duplication while making it easier to share progress, resources, and impact with the communities they serve.
Open Impact is stewarded for public benefit by Open Future Foundation Inc. as a common infrastructure for collective action. The platform is currently maintained by Open Future Coalition, with responsibility for its security, development, and day-to-day operations. At the same time, Open Impact continues to evolve through collaboration with participating organizations, practitioners, developers, researchers, and partners whose real-world use helps shape platform priorities and improvements. Over time, our goal is to expand participation in the platform’s stewardship and development, moving toward models that increasingly position Open Impact as shared digital infrastructure — and eventually a technical commons — governed in service of the broader public good.
From its earliest stages, Open Impact has been developed in close collaboration with the organizations and practitioners using it. Rather than building features in isolation, we work alongside partners to understand real-world implementation challenges and co-develop solutions that can strengthen collaborative practice. Much of the platform’s roadmap has been informed through beta partnerships, implementation programs such as the Regional Resilience Fellowship, and deeper codevelopment efforts with regional initiatives and sector partners. As the platform continues to evolve, we prioritize capabilities that address recurring needs across multiple organizations and initiatives, helping build shared infrastructure that can be adapted and reused across different communities and contexts.
We welcome ideas, questions, and feedback from the organizations and communities that use Open Impact. From its earliest stages, the platform has evolved through close collaboration with practitioners, implementation partners, and beta communities. If you have a feature request, an idea for improvement, or would like to explore a deeper codevelopment partnership, we’d love to hear from you.
Yes. Open Impact is designed to be highly adaptable and can be configured to support a wide range of workflows, data models, member roles, forms, dashboards, resource libraries, and collaboration structures. Rather than prescribing a single way of working, the platform is intended to provide flexible infrastructure that organizations and networks can tailor to their own needs.

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Platform Area Specific FAQs

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Creating a Project

A member must first be a “Connection” of the sponsoring organization, either by using an invitation link or a direct connection request. Once connected, they can be added as collaborators via the “Preferences” tab in the “Edit Project” screen. They may also join using an invitation link, or request to join by finding the project profile in the Community tab or via a public link, and clicking “join” (the managing profile will receive an in-app notification to approve the request.)
You can use the feed for updates, discussions for ongoing dialogue, calendar events to share upcoming virtual or in-person events, and task assignment to manage activities, share curricular content, or collect information. Learn more about project management here.
Assigning a manager is a two-step process: first, make sure the member is included in the Organization Manager list in the organization’s profile settings; then, select them from the “Project Managers” dropdown when creating or editing a project.
Project managers have several operational controls, including assigning and managing tasks for collaborators, moderating posts, creating and moderating discussions, and adding calendar invites for project meetings and milestones. They can also view, edit, import, and organize the project’s tasks using the gantt chart or swimlane view of the “management” tab, run reports using the “reports” tab, and connect dashboards to the project’s “dashboard” tab.
Managers can view and respond to tasks awaiting review directly from their personal profile’s Feed tab, and see an overview of tasks across all projects they manage member their “management” tab, and selecting one or more desired projects. They can also choose to assign tasks, add, or moderate posts, discussion threads, or events from their personal profile by selecting the project under assignment or privacy settings.
In the “Management” tab of a project, select “Add Task,” choose a template (such as “General Task”), and fill in details like assignees, dates, and priority levels. To manage an existing task, click on the task you’d like to edit on the swimlane or gantt view in the “Management” tab of a project.
Visibility is determined by privacy settings (under the project’s settings), which can be set to Public, Private, Connections, or Custom. A project can also be made discoverable in the “community” tab by selecting “show in marketplace” under the project’s settings. (Note: the project’s privacy settings must still also be set to “public.”) A project that is set to “public” may also be shared directly through its url.
While it is possible to create a project from a personal profile, and add and assign tasks to Connections, projects are often most effective and scalable when created and managed by an organizational profile or connected to a managing organization. This will allow for delegation of additional managers, as well as more effective change management.

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Task Management

Go to the “Management” tab, click “Add Task,” select a template, and enter the task details. On the next screen, select the manager and the collaborator group to choose an assignee.
Log into your personal profile, find the “Tasks” list on your Feed tab, and select “Go” to open the task, enter data, add attachments, and mark it complete when you are ready.
You can organize workflows by assigning tasks and tracking their progress through visual tools like Gantt charts and swimlanes.
Project spaces allow facilitators to deliver curriculum by guiding participants through structured tasks and defined stages. When assigning tasks, such as an assignment or module, use “Bulk Assign” to assign a copy of a task that each assignee must complete.
Task management is performed by the Project Creator (Admin) and designated Project Managers.
View Gantt charts and Swimlanes under the “Management” tab of a project. You can toggle between the two views in the top right of the tab. Gantt charts are used to visualize task sequences and durations; you can drag task bars to update dates. Swimlanes visualize tasks by status; you can drag cards between columns to update their status.

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Groups

A member must first be a “Connection” of the sponsoring organization, either by using an invitation link or a direct connection request. Once connected, they can be added as collaborators via the “Preferences” tab in the “Edit Group” screen.
You can join via a sign-up invitation link, a direct email invitation, or by searching for the group in the Community and clicking “Join”.
Groups include shared newsfeeds, discussion boards, calendars for scheduling meetings, and a group resource library.
Yes, multiple groups can sponsor a project. To add a sponsoring group to a project, navigate to the settings of the project and add a group in the sponsoring group field.
When setting up a project, you can select a “Sponsoring Group”. The project will then be listed on that group’s overview page and its data will roll up to the sponsoring group.
When setting up the group, you can control who sees it. This is determined by the “Show in Community” setting; selecting “no” makes the group internal and invitation-only. Selecting “yes” means anyone on the Open Impact platform can view the group and request to join.
While it is possible to create a group from a personal profile, groups are intended to be created and managed by an organizational profile and are most effective when linked to a managing organization.

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Calendars

When creating a calendar event, you can set the max capacity (total maximum number of attendees) and Maximum Guest Count (Maximum guests each invitee can bring). All members of a group or project are automatically invited to the calendar event. If an organizer wants to customize who receives the invite, they can use the wheel next to save to select privacy settings.
Yes! When you view the calendar invite in your group you’ll see an icon to “add to calendar”. This will prompt you to save the invite. When you click the downloaded you will be prompted to “add new event to your calendar”- select “ok”.
Project Managers and Organization Managers can create shared events for the members and collaborators of a project or group. You can also create personal events on your private profile calendar. All members of a group or project are automatically invited to the calendar event. If an organizer wants to customize who receives the invite, they can use the wheel next to save to select privacy settings.

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Dashboard Publishing

If the dashboard is set to public, you can share the page through a URL. To set the dashboard to public: Navigate to the edit the dashboard (select your icon, then “pages”, then select “Edit” next to the dashboard), click on the gear icon at the bottom for privacy settings, under “Select Privacy”, click “Public”, then “Add”, then click “Update Page”. To share the URL: If you are having trouble, make sure the dashboard is set to public.
To share a dashboard to a project space so that members of that space can view it: Go to the project and navigate to the “Dashboard” tab, select the page you created in dropdown, click “edit selected page” which will open the dashboard in a new tab and click “Update Page”. Return to the dashboard tab to view the updated dashboard page.
Add a module (like a Chart), select the “Data Source Method,” and choose to connect to live data (Project List, API, Spreadsheet List) or historical data (Manual Entry, CSV).

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Resource Publishing

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Workflow Publishing

Use a “Measurable Result” task template, which allows an assignee to enter numerical data that can then be approved by a manager and visualized on a dashboard.

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Privacy & Visibility

Files typically inherit the privacy permissions of their “container,” such as the post or task they were attached to. To retroactively change a file’s privacy, you must go to the “Files” tab on your individual profile. In the “Settings” of the file, view the “Files & Permissions” tab to view the current permissions and make edits.
Privacy is set in the “Files and Permissions” tab during the resource creation process, with options for Public, Private, Connections, or Custom. To view or edit the privacy settings of a resource, click on the “My Resources” tab at the top of the platform and select the resource you are interested in. Once you are on that resource’s page, click the gear icon in the banner and then “Edit Privacy”.
Dashboards can be made public via a URL, or shared selectively by attaching them to specific platform areas like projects. When creating or updating a dashboard (navigate to this area by selecting your icon in the top right, then “pages”), you can edit the privacy settings by clicking on the gear icon at the bottom of the edit menu.

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Files

An attachment is used when adding a particular file to a context, such as a discussion thread, post, dashboard, task, resource, or form. (See additional information under Platform Fundamentals).